ELFA 65th Annual Convention Conference
Your credit team answers the vendor while the customer is still standing there. We'll be in Palm Desert showing the agents that make that possible, working the application, preparing the documents, and watching the portfolio, alongside the systems you already run.
Booth No
TBD
Date
October 25th to 27th 2026
Venue
Palm Desert, CA
Book a Meeting
Meet the team
Gaurav Mehra
COO at Uptiq
Gagan Kanjlia
Chief Banking Officer at UPTIQ
Marc Billanti
Senior Vice President of Sales
Jay Richardson
SVP & GM, Non-Bank Lending
150+
Institutions Trust Uptiq
Why Meet with Uptiq at ELFA
The clock starts when the vendor hits submit. Everything between that moment and an answer is document work, and it's the reason volume and headcount have always risen together in this industry.
Onboarding
Answer the vendor the same hour. Agents take applications from any vendor or dealer channel, chase what's missing, and have the file complete before a human opens it.
Origination
App-only and middle market, one bench. Small tickets scored against your card in minutes. Larger deals come back spread, structured, and priced with the residual assumption shown.
Operations
Booked without the doc chase. Lease documents, UCC filings, insurance certificates and delivery acceptance handled through funding. After close, agents watch lapses, renewals and end of term.
Compliance
Every file stands up to review. Complete, consistent, and documented against your credit policy. Funder diligence, syndication and audit requests stop being fire drills.
Integrations
Works with what you have. Connects to your lease servicing platform, CRM and vendor portals through 100+ integrations.
WHY EQUIPMENT FINANCE COMPANIES CHOOSE UPTIQ
Measured on live commercial lending workflows, not demos.
Your credit team stays in charge. Agents work the application. Your people set the box and make the call.
Start today and expand. Pick one stage. See results in weeks. Add agents when ready, a single agent goes live in as few as five business days, a full suite within 30.
Purpose-built for equipment finance. Vendor and dealer channel intake, FMV and residual calculations, UCC filings and end-of-term events, not generic commercial loan workflows.
One platform, not a patchwork. Point solutions automate a single stage and leave you stitching tools together. Shared policy intelligence and a single borrower view across the lifecycle.
Alongside your LOS, not instead of it. Pre-built connectors to origination and servicing platforms, with structured credit packets pushing straight in and monitoring events flowing back.
Case study
From Manual Grind to Scalable Growth
MARSHALL CAPITAL GROUP
More deals, same team, zero growing pains.
Marshall Capital Group used Uptiq's AI-powered LOS to replace manual credit scoring, document review, and vendor tracking with automated workflows, letting the team scale deal volume and standardize how every new hire originates business.
"Uptiq's AI didn't just automate our workflows it unlocked new capacity almost overnight, letting us onboard vendors and manage risk faster than we thought possible."
Bradon Marshall, Founder & CEO, Marshall Capital Group
Read our client sussesss stories
47%
less manual document review
36%
less spreading and extraction time
63%
less credit memo prep
Five business days from now, one of these could be live.
Pick the stage with the most drag. We'll show you the agent running it in Palm Desert, and exactly what it takes to deploy.
