Qore gives your teams the frontier model they want, inside the controls your institution requires: role-based access, audited queries, financial skills built for lending, and a knowledge base that answers from your credit policy.
$1,200,000 term loan · CL-2048
| Income statement | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | $1.74M | $1.92M | $2.15M |
| Gross profit | $624K | $710K | $806K |
| Adjusted EBITDA | $258K | $296K | $333K |
| Debt service | $231K | $246K | $258K |
Illustrative Qore workspace · sample borrower data
Borrower financials pasted into a generic chatbot leave no audit trail.
Anyone can ask anything. Nothing stops an analyst from acting beyond their authority.
Answers come from the internet, not from your credit policy.
See what an audited, permissioned AI workflow looks like on your own loan files.
AI in a regulated institution has to be accountable: not just for what it says, but for what it can access, what it does, and what it consumes.
Human and agent permissions share one authority model, including approval thresholds and separation of duties.
Model choice is right-sized to the task, giving teams a clear view of token use and AI economics.
Actions are checked against your rules before they run, with the policy, source and sign-off on record.
| Capability | Generic LLM | Qore |
|---|---|---|
| Audit log of every query | ||
| Role-based access for people and agents | ||
| Answers from your own credit policy | ||
| Lending skills: spreading, cash flow, rent roll | ||
| Token budgets per team | ||
| Connects to core, LOS, CRM | ||
| Your data kept out of model training | Unclear |
Compare it against the AI tools your teams are using today, on one real workflow.
A useful agent needs more than a model. It needs to understand the file, know the work, connect to the right system, and respect your institution's boundaries.
Classify, extract, and validate data from 150+ financial document types. Confidence scores and source-level traceability make exceptions visible before they move downstream.
Spreading, ratio analysis, cash-flow analysis, rent roll, KYC/KYB checks and credit memo drafting. Outputs follow your schema.
Connect agents to the core, LOS, CRM, credit bureaus, bank aggregators and accounting tools you already use, without replacing them.
Ground every agent in your products, policies, pricing and procedures. Ask about your credit policy, and it answers from your credit policy.
Humans and agents share one role-based permission model. Approval thresholds and separation of duties decide what each can see, decide and do.
Token budgets per team. Route each task to a right-sized model, with full visibility into the AI usage behind the work.
Illustrative Qore workspace · sample data
Spread financials and draft memos in minutes, with every figure traced to its source page.
Know instantly which documents are missing and what rate policy allows.
Review work that was checked against policy before it reached you.
Every query, source and sign-off on record, ready for examiners.
Classify and extract across 150+ document types without re-keying.
One governed platform, token budgets per team, full visibility on AI spend.
Tell us which team you want to start with. We will show you their workflow, governed.
Your core remains your system of record. Qore's agents reference the information they need from your systems instead of harvesting it into a model's knowledge base. Your institution's policies govern the work.
No. Qore works over the core, LOS, CRM and KYC systems you already run, through 100+ native integrations. Your core stays your system of record.
No. Agents reference the information they need from your systems instead of harvesting it into a model's knowledge base, and every action is logged with the rule, source and sign-off behind it.
Most teams start with one workflow. A single agent typically goes live in 5 business days, and a multi-agent suite in around 30 days.
Nothing formal. Tell us the lending workflow you want to speed up, the systems it touches and your control requirements, and we'll show you what a governed agent could do on it.
Bring us your documents, systems and requirements. We'll show you what a governed agent could do.
© 2026 Uptiq · Qore by Uptiq, the bank-grade AI platform for financial services · Privacy policy
Bring us your documents, systems and requirements. We'll show you what a governed agent could do.
A 30-minute conversation with our lending team. No prep needed, and we never share your details.