Intake Agent for Lending Brokers

Brokers spend more time chasing documents and reformatting packages than closing. Uptiq automates the intake side of your business — so you submit complete files, faster, and spend your time on relationships, not admin.

Built for brokers who close deals, not chase documents

Every lender has a different checklist. Every borrower sends something incomplete. Uptiq handles the intake side automatically — so you show up to every lender with a clean, complete package, every time.

Independent Brokers

Submit to multiple lenders without rebuilding your package every time

Broker Shops (2–10 people)

Handle 3× the volume without hiring another processor

Equipment Finance Brokers

STIP-ready packages, auto-categorised, before the lender even asks

Commercial Loan Brokers

Stop chasing borrowers for documents. The system does it for you.
One platform. Multiple lending models. Fully adaptable.
Step by Step Framework

How Uptiq Orchestrates Intake Process

Five orchestrated steps - from application ingestion to a compliant credit decision with full audit trail.

Borrower intake application
No email threads, no shared drives, no manual sorting. Uptiq opens a structured intake journey the moment a new deal comes in.
1
Borrower is guided to upload exactly what's needed
Instead of a generic document list, Uptiq asks for the right documents for that deal type — and follows up automatically if anything's missing.
2
Every document is named, categorised, and verified
Files arrive organised, not as a zip of random PDFs. Uptiq categorises each document, flags anything incomplete, and confirms what's been received.
3
Financial data extracted and checked automatically
Bank statements analysed, key figures pulled, and data cross-checked before you submit — so the lender doesn't send it back.
4
You submit a complete, lender-ready package
Clean file. Right documents. No missing items. You look professional. The lender moves faster. The deal closes.
5
Uptiq Difference

Why Uptiq Wins Over Legacy Systems

Everyone is adding AI features. Very few are solving for trust, orchestration, and real data infrastructure.

Differentiator
Trust & Accountability
Workflow Orchestration (MCP-ready)
Data Foundation Layer
Data Accuracy & Extraction
Traditional Stack
Black-box outputs with no explainability or audit trail
Disconnected tools requiring manual handoffs and patchwork integrations
Limited or siloed data with no unified view across systems
Manual data entry and re-keying across systems — errors discovered after decisions are made
Explainable AI with full audit trails, data traceability, and human-in-the-loop control
MCP-ready orchestration layer that connects LOS, CRM, and workflows seamlessly
Integrated data partnerships + unified Data Studio for enriched, decision-ready data
95%+ accuracy on structured financial data, with source traceability and human override
Real Outcomes

Proven Impact at Scale

From faster decisions to fewer errors, see how leading institutions are transforming underwriting with AI.

3x

more deals submitted per month
Same broker, no extra processor hired

98%+

less time chasing borrowers for documents
The system follows up, you don't

Faster

lender submission
Complete packages mean fewer send-backs and faster approvals
How It Does

Inside the Uptiq's Intake Agent

Scale application intake with higher conversion and lower manual effort.
Uptiq’s Intake Superagent dynamically personalizes every application journey based on product type, borrower profile, and underwriting policies.

Automated Bureau Orchestration
Autonomous Document Collection
Policy-aware Intelligence
Validation & Categorization
Data Lineage & Traceability

Real Results. Real Impact

Numbers don't lie. See how teams are transforming their operations with Uptiq.

"As a leading infrastructure bank, we power the fintech and payments ecosystem daily. Qore's AI-driven platform aligns with our vision, elevating efficiency and innovation across the financial value chain—essential infrastructure for next-generation financial services."

Doug Hogan
President, TransPecos Banks, SSB
47%
reduction in document review effort
500+
financial institutions on the Uptiq network

“Uptiq’s AI-powered LOS didn’t just automate our processes—it unlocked newcapacity overnight. We can onboard vendors, process deals, and manage riskfaster than ever.”

Bradon Marshall
Founder & CEO, Marshall Capital Group
70%
Reduction in Manual Workloads
40%
Faster Decisioning
3x
Deal Volume with No Headcount Increase
Also In this Suite

Faster, Compliant Credit — Intake to Close

Multiple AI agents working in sequence to take a loan application from first contact to funded — without manual handoffs.

Underwriting Agent

End-to-end automated credit underwriting — from bureau pull orchestration to policy evaluation and explainable AI decisioning, all in seconds.

BSA/AML Monitoring Agent

Auto-generates structured credit memos with spreads, risk narrative & approval recommendations

Add a Custom Agent

Need something specific? We scope and build it in 2–3 days.

See how your next deal looks when intake is handled for you.

Bring a real application — one that's currently sitting incomplete in your pipeline. We'll show you what Uptiq does with it in under 30 minutes. Up and running in days, not weeks. No IT setup. SOC 2 certified.

No long implementation cycles. SOC 2 certified.