Screen the deal before it costs you an hour
Agents take in the broker package, chase what is missing and check it against your box. Deals that fit move. Deals that don't come back the same day.
Qore agents screen the deal, build the file and watch the portfolio after close. Your credit team moves faster without loosening the box, with every figure cited back to the source document.
$18,400,000 bridge loan · DL-0412
| Operating statement | 2023 | 2024 | T-12 |
|---|---|---|---|
| Gross potential rent | $2.31M | $2.44M | $2.56M |
| Effective gross income | $2.14M | $2.27M | $2.38M |
| Operating expenses | $0.71M | $0.74M | $0.76M |
| Net operating income | $1.43M | $1.53M | $1.62M |
Illustrative Qore workspace · sample deal data
Broker packages wait for an analyst to read them, and warm deals go cold before a term sheet goes out.
More deals means more analysts re-keying rent rolls and spreading sponsors by hand.
Borrower reporting is chased by email, and covenant breaches surface at the annual review, or when an investor asks.
See how many more deals your team could screen in a week, on one of your own packages.
Point tools automate one stage. Qore connects the full lifecycle, with one borrower record and one policy layer across every step.
Connects to your CRM, LOS, asset management system and data room through 100+ integrations. No LOS required.
Agents prepare the deal. Your people size it, price it and decide.
Pick the highest-friction stage, see results in weeks, and add agents when you're ready.
| Capability | Generic AI | Qore |
|---|---|---|
| Reads rent rolls, T-12s, leases and BBCs at 95%+ accuracy | ||
| Sizes every deal against your credit box | ||
| Every figure traced to the source document | ||
| IC memo drafted in your house format | ||
| Connects to your CRM, LOS and data room | ||
| Borrower data kept out of model training | Unclear |
Compare it against how your team underwrites today, on one real deal.
Every agent runs on Qore: it reads the documents, knows the work, sizes against your credit policy and connects to your systems.
Agents take in the broker package, chase what is missing and check it against your box. Deals that fit move. Deals that don't come back the same day.
Agents read the rent roll, spread the sponsor, size the deal and draft the credit memo. CRE and C&I, the day the package lands.
Agents collect borrower reporting, track covenants and flag deterioration between annual reviews.
Every file complete, consistent and documented against your credit policy. Warehouse, rating agency and LP requests stop being fire drills.
Illustrative Qore workspace · sample data
Know the same day whether a deal fits, so you can quote while the sponsor is still talking to you.
Start every file with the rent roll read, the sponsor spread and the sizing run. Spend your time on judgment.
Review IC memos in your house format, with every figure linked back to the source document.
Borrower reporting collected and covenants tracked, with deterioration flagged early.
Answer warehouse, rating agency and LP diligence without reconstructing the analysis.
One borrower record across intake, underwriting and servicing, without stitching tools together.
Tell us which stage you want to start with. We will show you that workflow on a real deal.
Qore's agents reference the information they need from your CRM, LOS and data room instead of harvesting it into a model's knowledge base. Your credit policy governs the work, and every action is on record.
No. Most non-bank lenders run on a CRM, spreadsheets and document tools, and Qore is built for that. It connects to Salesforce, HubSpot, Affinity and other CRM-driven pipelines and pushes structured credit output into what you already use.
Yes. The underwriting agent handles consolidated and unconsolidated financials, guarantor analysis, tiered ownership and global cash flow across entities, without custom Excel models.
IC memos are produced in your house format with every figure sourced to the originating document, so a capital partner can verify the underwriting on any deal without your team rebuilding the analysis.
Most lenders start with their highest-friction stage, usually underwriting or IC memo generation, and run it alongside the existing process. A single agent deploys in as few as five business days, with no full-suite commitment.
Bring a recent deal package. We'll show you the screen, the sizing and the memo, on your documents, not a demo dataset.
© 2026 Uptiq · Qore by Uptiq, AI for lenders · Privacy policy
Bring a recent deal package. We'll show you the screen, the sizing and the memo, on your documents, not a demo dataset.
A 30-minute conversation with our lending team. No prep needed, and we never share your details.