Power Your Lending Teams With AI Agents Built for Speed, Accuracy & Scale

From commercial to retail to private credit—deploy intelligent lending agents that automate paperwork, underwriting workflows, lender packaging, borrower engagement, and funding management.

Scale Lending Operations Without Scaling Costs

Use real proof points; keep them large and near the fold.

Lending isn’t slow anymore. It just depends on your agents

Uptiq.ai unlocks intelligent, production-grade agents that streamline every stage of the lending lifecycle—from application to sanction to closure. No developers. No long integrations. Fully secure
10x faster document collection & validation
Automated lender-ready packaging
Intelligent underwriting support & risk insights
24/7 borrower communication agents
Custom rule logic for every lending product

Purpose-Built AI Agents for Every Lending Vertical

Segment-specific capabilities tailored for each lending vertical

Commercial Lending
Transform high-complexity deal processing with AI agents that collect financials, prepare lender packages, and coordinate multiple stakeholders.
Govt-Guaranteed Lending
Automate eligibility checks, form completion, and document validation to accelerate government-backed loan disbursement
Retail & Mortgage Lending
Turn borrower onboarding and underwriting into a seamless digital workflow—income verification, property papers, KYC, and lender matching handled automatically.
Private Credit
Scale non-bank lending with automated due-diligence, covenant monitoring, and deal risk summaries—optimized for asset-based structures.
Equipment Finance
AI agents that analyze invoices, supplier quotes, cashflow, UCC checks, and asset valuation to accelerate equipment purchase approvals
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The Only AI Layer That Covers the Full Lending Lifecycle

Uptiq is built to work where your team and your SMB clients already work, not replace it.

Lending Stage
AI Agent Automation
Borrower Onboarding
Conversational intake + smart forms
Document Collection
Email / SMS / WhatsApp workflows; follow-ups
Data Extraction
OCR + financial insights + KYC/AML
Underwriting Assistance
Eligibility + risk flags + affordability checks
Lender Packaging
Automatically builds lender-ready packages
Deal Structuring
Agent-driven lender matching recommendations
Closing
Coordinated tasks, conditions clearance, checklists
Post-Funding
Collections reminders + monitoring

Lending Ops That Scale Without Headcount, Overtime, or Risk

60–80%

Reduction in manual work

5–7

Days faster loan processing (avg.)

2–3x

Increase in loan throughput

24/7

Borrower experience without scaling headcount

Enterprise-Grade Security for Highly Regulated Lending Workflows

SOC 2 Type II Compliant
PII redaction & access control
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Enterprise-grade audit trails
Full on-prem & VPC deployment available
SOC 2
GDPR
ISO
CCPA

Your Next Loan Could Be Fully AI-Assisted