Modern Lending Infrastructure—No Core Rebuild Needed

Uptiq brings agentic AI to intake, underwriting, and servicing workflows. Plug in intelligent automation without disrupting your LOS, core, or CRM.

Ditch the spreadsheets and scattered workflows. From smarter document intake to proactive covenant tracking, Uptiq helps banks and CUs increase output, reduce risk, and elevate member experience.

What You Can Automate

Applicant Intake

Structured borrower submissions, real-time doc checks

Credit Spreading & Memo Generation

From PDFs to credit-ready in minutes.

Covenant Monitoring

Alerts and audit trails without manual checks

Servicing Automation

Better visibility across portfolios

Outcomes Delivered

60%

Faster underwriting

35%

Less manual audit prep

30%

Less time on covenant checks

40%

Fewer defaults

100%

Better borrower/member experience

40%

Fewer defaults

How We Help Banks Like Yours

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Make your headcount, count, with faster, more efficient loan processing
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Unify credit decisions and documentation across teams and branches
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Simplify compliance and stay audit-ready
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Deliver faster, smoother borrower and member experiences
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Gain real-time visibility into portfolio risk and identify issues before they’re a problem
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Move Faster. Reduce Risk. Scale Smarter.