NAGGL Annual Conference 2026
In 7(a) lending, the file isn't just how you make the decision, it's what protects the guaranty years later. Come see enterprise-grade AI agents assemble the package, check eligibility and credit against the requirements behind them, and document every step as it happens, so the file that closes the loan is the file that stands up at purchase.
Date
November 3 to 5, 2026
Venue
Manchester Grand Hyatt San Diego
Book a Meeting
Meet the team
Amit Parmar
EVP, Strategic Accounts
Hampton Vaughan
Senior Vice President
150+
Institutions Trust Uptiq
Why meet with Uptiq at NAGGL
One agent system across the life of an SBA loan.
An SBA 7(a) file is heavier than almost anything else in commercial lending, business and personal tax returns, personal financial statements, debt schedules, eligibility forms, collateral documentation, and every piece of it has to survive scrutiny long after the loan funds. Most lenders run that on a patchwork of tools with a person re-keying between them. Uptiq puts a single system of agents into that workflow.
Intake agent — win the deal
Business and personal tax returns, financial statements, debt schedules and SBA forms read, classified and filed on arrival, with missing items chased automatically. Your team only touches what needs judgment.
Underwriting agent — onboard it cleanly
Assembles the credit picture, runs the checks the program requires, flags inconsistencies across the file, and surfaces what the decision actually turns on, without cutting rigor.
Monitoring agent — protect it after close
Tracks reporting obligations, financial ratios and servicing requirements post-close, with alerts before an issue becomes a problem for the guaranty.
One system, not another vendor
Every agent works from the same source of truth, so intake, underwriting and servicing stop being separate integrations to maintain.
Grounded, provable, governed.
What bank-grade actually means
In most lending, a well-documented file is good practice. In 7(a), it's the difference between a guaranty that pays and one that doesn't. That's where bank-grade earns its name.
Grounded
Every agent is steeped in your institution's own products, policies and credit standards, and in the program requirements you lend under, not a general model guessing at your business.
Provable
Every agent action has lineage back to the requirement or policy that justified it. The documentation isn't reconstructed when a purchase request goes in; it was built as the loan was.
Governed
Human-in-the-loop approval and publish-and-rollback control stay with your team, not the vendor. Your lenders make the credit decision. The agents make sure it's documented.
