Go beyond generic automation. Uptiq’s Commercial Lending Suite delivers AI agents with built-in financial intelligence and ready-to-use UIs—transforming every stage from application intake to risk management.
Uptiq’s Commercial Lending Suite brings purpose-built AI agents with native financial intelligence and plug-and-play UIs—empowering you to.
From initial application intake to credit memo generation and ongoing covenant tracking.
Leverage AI-driven insights for smarter underwriting and risk assessment.
Deploy turnkey solutions faster, or rapidly customize agents using our built-in financial skills.
Automatically collects, verifies, and completes financial docs—cutting back-and-forth and saving time. Built to fit your existing workflows and not replace them.
Automatically extracts and validates financial data.
Reduces manual effort and accelerates application submission.
Applies your financial institution’s credit policy in real time, just like a human underwriter would. It interprets and structures borrower data, performs credit analysis, and surfaces only the relevant exceptions for review.
Pre-configured for diverse financial statements.
Understands and extracts data from complex financial documents.
Drafts robust, compliant memos instantly.
Automatically gathers and tracks documents before, during, and after scheduled covenant reporting timelines. Flags issues proactively and ensures compliance by surfacing risk-relevant changes.
AI-powered tracking of financial and non-financial covenants.
Identifies deviations and alerts stakeholders.
Generates compliance and risk reports effortlessly.
Our suite is designed for rapid deployment and seamless integration, allowing you to see value quickly.
Connect Uptiq with your existing LOS, accounting, and document systems without ripping and replacing.
Deploy pre-built agents from the suite, or rapidly customize them using our intuitive workbench and built-in financial skills.
Experience automated workflows, intelligent insights, and a dramatically accelerated lending process.
With Uptiq as your partner, you unlock:
“Uptiq's Underwriting Agent cut our credit memo generation time by 70%. The financial accuracy is unmatched.”
Ready to transform your operations with Agentic AI? Schedule your personalized Uptiq demo now.
The AI Platform for Financial Services
