Intake Superagent for CRE Lending

Start Every CRE Review With a Complete Deal Package

Automate deal intake, entity docs, rent roll analysis, and property financials. Every CRE application lands complete, validated, and ready for underwriting.

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150+

Institutions Trust Uptiq

From Deal Submission to Underwriting-Ready File

Automate the collection and validation of entity documents, rent rolls, property financials, and supporting information so every CRE application arrives complete and organized.

Document Classification & Extraction

Convert unstructured borrower documents into organized digital records ready for review and decisioning.

Supports document intake across emails, forms, portals, and uploaded files

Automates extraction, validation, and quality assurance processes

Provides full visibility into the origin of every extracted data point

KYC/KYB/Pre-screening

Reduce manual review by automating identity, business, and eligibility checks upfront.

Executes KYC and KYB workflows through integrated providers

Automates ownership verification and risk screening

Identifies qualified applications before they enter underwriting

Portal

Enable borrowers and brokers to submit complete applications through a guided workflow.

Collects signatures and supporting documents digitally

Tracks package readiness and broker-related activity

Routes verified applications directly into lending queues

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What CRE Lenders See in Practice

3x

More Deals Processed

Scale origination volume significantly without growing your front-office or operations teams to match.

Up to 45%

Fewer Thin Deals Reaching Credit

Automated eligibility checks on DSCR, LTV, and property type identify unqualified deals before they consume underwriter bandwidth.

Weeks → Days

Deal cycle time

Accelerate lending decisions by removing manual document collection, follow-ups, and data-entry bottlenecks.

Works Seamlessly with the Rest of Your Stack

Underwriting Agent

Transforms borrower data into structured risk assessments and approval recommendations

Continuous Monitoring Agent

Continuously scans portfolios for risk events, covenant breaches, and performance changes.

Integration

Brings together data from internal systems and external providers.

Documents Supported

Works across tax forms, financial reports, bank statements, and supporting schedules.

Frequently Asked Questions

Ready to deploy the Intake Superagent for CRE Lending?

Our team handles deployment end-to-end, from configuration to go-live. Most CRE lenders live within weeks, not months.

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