Continuously monitor borrower health, financial reporting, and servicing requirements so portfolio teams can catch risk earlier and protect the guaranty on every loan.
Once an SBA loan closes, monitoring drops to spreadsheets and calendar reminders. Statements arrive late, insurance lapses unnoticed, site visits come too late. Each gap is an SOP servicing requirement, sitting quietly in the file until it matters most.
Automates post-closing SBA servicing: document collection, financial review, insurance and reporting tracking, and risk detection. Every file stays servicing-ready, so the guaranty holds.
Measurable impact from SBA lenders that have deployed the Continuous Monitoring Agent.
Automates borrower intake, document collection, business and eligibility verification, and application preparation before underwriting begins.
Automates financial analysis, credit and eligibility assessment, and credit memo preparation to speed SBA lending decisions while documenting the file to SBA requirements.
Pre-trained financial services capabilities the agent composes on demand to automate SBA portfolio monitoring.
Continuously evaluates borrower performance against approval conditions and SBA thresholds.
Tracks SOP servicing requirements, insurance, and reporting across the loan's life.
Flags borrower behaviors and trends tied to elevated risk and guaranty exposure.
Rolls borrower signals into portfolio and program-level views across 7(a) and 504.
Links every insight to its source document, the standard SBA and examiners expect.
Surfaces missing reports, lapsed insurance, and SOP gaps before they hit the guaranty.
With 100+ pre-built integrations across core banking platforms, loan origination and servicing systems, CRMs, and data providers, your team keeps working in familiar tools, including the systems used for 1502 reporting, while Uptiq works intelligently behind the scenes.
Our team handles scoping, configuration, and go-live. Most lenders are in production within weeks, not months, with no rip-and-replace of existing systems required.
