Modernize Small-Ticket Equipment Finance with Agentic AI

Uptiq’s Agentic AI helps equipment finance companies automate and scale without replacing your LOS or replatforming your tech stack.

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Financing Shouldn’t Be This Tedious

Still stuck rechecking docs and duplicating data? Burning time and margin on $15K deals? Uptiq flips that.

So Uptiq Makes It Work Smarter

Built by lending pros, Uptiq uses AI inside your LOS to cut touchpoints, speed approvals, and boost SLAs—from intake to review.

Fund faster. Scale smarter. Deliver more.

Day-One Impact to Relieve Documentation Bottlenecks

Intake App

Smart borrower intake with automated document collection, data extraction, and validation.

50%

Fewer data-entry errors

30%

Faster first-look turnaround

Less

Back-and-forth with applicants

Credit Processing App

Automated spreading and credit memo generation to speed underwriting and reduce errors.

50%

Fewer data-entry errors

30%

Faster first-look turnaround

Less

Back-and-forth with applicants

Agentic LOS

Proactive risk management and covenant tracking—without the manual work.

50%

Fewer data-entry errors

30%

Faster first-look turnaround

Less

Back-and-forth with applicants

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AI That Adapts to and Improves Your Existing Tech Stack

Whether you’re running Salesforce, Leasepath, LTi, or Solifi, Uptiq integrates directly into your workflows. Our Digital Gateway connects to your LOS and asset systems so your teams can work faster without learning new tools or breaking existing workflows.

What You Can Achieve with Uptiq

Fund small transactions profitably with AI automation

Meet and exceed SLAs to retain and grow vendor relationships

Eliminate repetitive manual data entry across systems

Reduce re-training and operational friction

Free up operational capacity to focus on high-value deals

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What Our Clients Are Saying

"The difference is night and day. Our team went from drowning in documents to closing deals faster, with fewer mistakes. Uptiq gave us leverage we didn’t think was possible."

VP of Operations

Financing Firm

350+

Clients

4500+

AI Builders

100+

Integration Partners

Ready to Agentify Your Lending Workflows?

See how Uptiq can help you reduce friction, close deals faster, and stand out as an innovator in equipment financing.

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