Intake Superagent for Small Business Lending

Every Borrower File, Ready for Review

Automate borrower intake, document collection, and business verification. Teams receive a complete, decision-ready borrower profile in minutes instead of days.

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150+

Institutions Trust Uptiq

From Application to Underwriting-Ready File

Replace manual document collection, borrower follow-ups, and business verification with a unified intake workflow that gathers required information, validates submissions, and delivers complete borrower files ready for underwriting.

Document Classification & Extraction

All incoming files are classified, extracted, and validated into a clean digital loan record. No manual sorting.

Reads PDFs, emails, web forms, and portal submissions

Dual-layer workflow providing automated quality checks and deep data extraction

Click any extracted data point to trace its full data lineage back to the source document

KYC/KYB/Pre-screening

Automates identity checks and entity verification to seamlessly pre-screen against your program requirements. No manual vetting

Orchestrates KYC via Trulioo and KYB via Middesk

Automates beneficial ownership identification and watchlist screening

Auto-screens applications to ensure they meet your specific program requirements before moving forward

Portal

A guided application experience for borrowers and brokers to collect financials and verify documents. No back-office chasing

Captures e-signatures and auto-builds funder-ready packets

Validates deal packages and tracks broker commissions in real time

Advances complete packages to your underwriting queue automatically

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What SMB Lenders See in Practice

3x

Application Throughput

Process significantly more small business applications without increasing front-office staffing requirements.

~35%

More Qualified Applications Reach Underwriting

Automated validation and pre-screening help eliminate incomplete and out-of-policy submissions earlier.

Days → Hours

Time-to-Decision

Reduce intake bottlenecks and accelerate borrower response times by automating manual administrative work.

Works Seamlessly with the Rest of Your Stack

Underwriting Agent

Evaluates borrower data, applies lending policies, and delivers decision-ready credit analysis.

Continuous Monitoring Agent

Tracks portfolio health, covenant performance, and emerging risk indicators around the clock.

Integration

Works alongside your core, LOS, CRM, and existing third-party systems.

Documents Supported

Processes tax returns, financial statements, bank statements, and credit-related documentation.

Frequently Asked Questions

Ready to deploy the Intake Superagent for SMB Lending?

Our team handles deployment end-to-end, from configuration to go-live. Most financial institutions are live within weeks, not months.

Book a Discovery Call

(whatever suits best)

Download the technical brief

Watch the 4-minute product tour

Read the deployment guide

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