AI for Banks

Take the manual work out of your bank.

Automate document-heavy work across lending, deposits, onboarding, and operations.

150+
Institutions Trust Uptiq

Borrowers Stopped Waiting

Processing

Across your bank, work still moves on PDFs and email attachments. Loan files, account applications, KYB/KYC packets, servicing requests. Your teams rekey the data by hand, and the backlog grows in every department.

AI Speed

Uptiq reads documents and structures data, wherever manual work lives. Your teams review the output instead of retyping it.

Solutions Connecting Workflows

Deploy solutions across front, middle, and back offices to automate manual, operational work.

Commercial Lending

Engages CRE borrowers, pre-screens opportunities, and collects the documents needed to prepare a complete credit package.
Automated document collection and follow-up
Property, location, and LTV pre-screening
Underwriting-ready deal package creation
See agent details

Small Business Lending

Reviews borrower and property information, applies lending policies, and produces structured credit recommendations.
Policy-driven CRE credit analysis
Risk identification and exception flagging
Standardized underwriting narratives
See agent details

Consumer Lending

Monitors borrower performance, property reporting, covenant obligations, and emerging portfolio risks after closing.
Ongoing portfolio risk monitoring
Covenant and reporting compliance tracking
Early warning signal detection
See agent details

Account Opening

Reviews borrower and property information, applies lending policies, and produces structured credit recommendations.
Policy-driven CRE credit analysis
Risk identification and exception flagging
Standardized underwriting narratives
See agent details

Built to Connect the Banking & Lending Process

Intake

Streamlines application intake by gathering, organizing, and validating borrower submissions.

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Underwriting

Reviews borrower information, identifies risks, and prepares recommendations for underwriter review.

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Continuous Monitoring

Tracks borrower performance, payment behavior, and emerging risk signals throughout the life of the loan.

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Account Opening

AI agents for auto, personal, and unsecured consumer credit decisioning.

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What Banking Teams See with Uptiq

Measurable impact from community and regional banks running Uptiq.

60%+

Reduction in cycle time

Faster decisions, more applications processed per underwriter, fewer deals lost to competitor speed
3x

More deals per underwriter

Credit officers spend their time on judgment instead of data entry and document chasing
100%

Policy-documented decisions

Every credit decision carries its rationale, source citation, and policy alignment in the file
Integration & Deployment

Upgrade Your Workflows.
Not Your Tech Stack

Uptiq integrates directly with your LOS, CRM, and servicing systems — enabling AI-driven automation without replacing your existing infrastructure. Your team continues working in familiar systems while AI handles execution in the background.

Real Results. Real Impact

Numbers don't lie. See how teams are transforming their operations with Uptiq.

Bank Logo

"As a leading infrastructure bank, we power the fintech and payments ecosystem daily. Qore's AI-driven platform aligns with our vision, elevating efficiency and innovation across the financial value chain—essential infrastructure for next-generation financial services."

Doug Hogan

President, TransPecos Banks, SSB
36%
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Spreading & extraction time
47%
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Manual document review effort
63%
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Credit memo preparation time

Frequently Asked Questions

What does Uptiq's Commercial Lending solution include?

What does Uptiq's Commercial Lending solution include?

Which agents are part of the CRE Lending suite? 

 How does the suite work end-to-end for a CRE deal?

Can we start with one agent and add others later?

 How long does deployment take for the full CRE suite?

How does the suite integrate with our LOS and core?

 What's different about Uptiq compared to point solutions for CRE?

Ready to modernize your commercial lending?

Start with one agent or deploy the full suite. Either way, our team handles scoping, configuration, and go-live. Most banks running a single agent are live in five business days. Most multi-agent deployments are in production within 30 days.

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