Automate document-heavy work across member lending, account opening, onboarding, and portfolio monitoring.
Across your credit union, member files still move through email threads and manual handoffs. Loan applications, onboarding packets, annual reviews, covenant ticklers. Your staff is building files instead of building relationships, and members are waiting longer than they should.
Purpose-built agents for member lending, onboarding, and portfolio management, configured to your products and your credit policy.
Meets members where they are, any channel, any loan product, collecting documents and pre-screening eligibility so your loan officers start every file ready to decide.
Turns stacks of financial statements into a complete credit narrative, mapped to your policy, in the format your committee already uses.
Tracks every relationship in your portfolio after booking, covenants, document ticklers, risk flags, so your team catches problems before they show up on an exam report.
Guides members through KYC, compliance checks, and onboarding documentation for any product type, reducing drop-off and getting members activated the same day they apply.
Your team spent years configuring your core and your LOS. Uptiq connects to them, pushing structured data and decisions directly into your systems of record, with no manual re-entry and no IT project.
100+ pre-built connectors across core banking systems, loan origination platforms, document management tools, CRMs, credit bureaus, and accounting systems. Live in days, not months.
Measurable impact from community and regional banks running Uptiq.
Numbers don't lie. See how teams are transforming their operations with Uptiq.
"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."
Start with one agent. Prove it out. Expand at your own pace, no renegotiation, no IT project, no rip-and-replace.
