Turn the document dump at the front of every loan into clean, decision-ready data — automatically, and at the accuracy lenders can stand behind.
AI-native extraction. Human-in-the-loop review. No rip-and-replace.
Around 90% of lending work starts with a document — and most of it still lands as a mixed pile of PDFs, scans, and spreadsheets that a person has to read, key, and reconcile by hand.
Financial statements, tax returns, bank statements, rent rolls, and entity docs land in every format, quality, and layout imaginable.
Analysts re-type figures across dozens of screens, and spreading a single credit can take hours before any decision is even possible.
Template-based tools break on unfamiliar layouts, and hand-keyed data leaves gaps that examiners and credit committees have to chase.
Uptiq pairs OCR with domain-trained AI to capture, classify, extract, and validate data from any document — then hands structured, decision-ready output straight to the systems your team already uses.
Clean data at intake removes the keying and reconciliation that stall every credit decision.
Domain-trained models certified by former underwriters, with human review on low-confidence fields.
Scale document-heavy volume without adding headcount as your portfolio grows.
Structured, traceable data flows straight into spreading and memo generation downstream.
A full IDP pipeline built for the documents lenders actually handle — not a generic OCR box.
Email, upload, shared folders, mobile capture, and API — any format, any language, any complexity.
AI recognizes document type and routes each to the right extraction model automatically.
Purpose-built for financial statements, tax returns, bank statements, pay stubs, and rent rolls.
Confidence scoring flags questionable fields for human-in-the-loop review before anything moves on.
Handles multi-hundred-page PDF packages and nested tables that break template-based tools.
Structured output to your LOS, core, and CRM via REST API and 100+ pre-built connectors.
Trusted in production by lenders like IBS — live across 24 member credit unions — and C.H. Brown, running document workflows in production today.
Documents arrive from any channel and format and are captured automatically — no manual sorting.
AI identifies each document type and routes it to the right domain-trained extraction model.
Fields are extracted, confidence-scored, and low-confidence items flagged for human review.
Clean, structured data flows into your LOS, core, and CRM, ready for spreading and decisioning.
Intelligent document processing is an AI-driven approach to reading documents. It combines optical character recognition with machine learning and natural language processing to capture, classify, extract, and validate data from structured, semi-structured, and unstructured documents — then delivers that data as structured output to the systems that need it.
OCR converts an image of text into machine-readable characters. IDP uses OCR as one step, then adds classification, context-aware extraction, validation, and integration so the result is decision-ready data rather than raw text. IDP also adapts to varied layouts instead of depending on fixed templates.
Uptiq is domain-trained on the documents commercial and consumer lenders handle every day: financial statements, tax returns, bank statements, pay stubs, rent rolls, entity documents, and complex multi-hundred-page PDF packages.
Uptiq delivers 95%+ extraction accuracy, certified by former underwriters, with a human-in-the-loop review step so low-confidence fields are surfaced for a person rather than passed through silently.
No. Uptiq is built for no rip-and-replace. It works alongside your existing core, LOS, CRM, and KYC systems through 100+ native integrations and returns structured data to the tools your team already uses.
A single agent can be live in about five business days, with multi-agent document workflows typically deployed in roughly 30 days — value without a multi-quarter implementation.
Book a working session with a lending expert and watch intelligent document processing run on a real document package from your world.
