Free live demo · Friday, October 9 · 12 PM CT

3x Deals Per Analyst: How Intake-to-Underwriting Automation Works for Commercial Lenders

Your analysts should be analyzing deals not chasing documents.

Most commercial lending teams lose days before credit work even starts. Applications arrive incomplete. Financials come in as PDFs and scans. Analysts rekey spreads by hand. Deals stall in the queue while the pipeline grows.

In this live demo, we'll take a commercial loan from application to credit memo in one session. You'll see the Intake Agent collect and validate the package, Document AI extract and structure the financials, and the Underwriting Agent build the spread and draft the credit memo. Your team reviews and decides.

Friday, October 9, 2026 at 12:00 PM CT
30 minutes, including live Q&A
Free to attend

3xdeals per analyst

41%faster underwriting

63%less credit memo prep time

150+financial institutions trust Uptiq

Live demo

Friday, October 9, 2026

12:00 PM CT · 30 minutes

Save your seat for Friday's live demo

Register with your work email and your join link arrives in your inbox straight away.

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Can't make it live? Register anyway and we'll send you the recording.

You're registered

Your join link for Friday, October 9 at 12:00 PM CT is on its way to your inbox. Bring a deal scenario for the live Q&A.

Get a demo on your own loan files

150+ institutions trust Uptiq

"Qore's AI-driven platform aligns with our vision, elevating efficiency and innovation across the financial value chain."

Doug Hogan, President, TransPecos Banks, SSB

What you'll see in 30 minutes

One commercial loan, one live session. We start with an incomplete application and finish with a drafted credit memo, so you can see where analyst hours go today and what changes when agents prepare the file for your credit team.

30 minutes total, including live Q&A at the end.

A complete intake-to-underwriting workflow, run live on a real deal scenarioApplication, documents, financials, spread and credit memo on one file, at real speed, with nothing skipped between steps.
How agents prepare the file while your credit team keeps every decisionThe agents collect, validate, extract and draft. Your analysts and credit officers review, adjust and approve.
Where the 3x capacity gain comes from, step by stepThe document chasing, rekeying and queue time that come off each analyst's plate, stage by stage.
How Uptiq keeps every output grounded in your credit policy and logged for auditOutputs checked against your policy, numbers traced back to the source documents, and every step recorded in an audit trail.

Your speakers

Lauren Brown

Senior Solutions Engineer, Uptiq

Presenter: runs the live deal
LinkedIn

Kyle Kneubuhl

Managing Director - Credit Union and Banking Solutions, Uptiq

Moderator: takes your questions
LinkedIn

Who should attend

Credit and lending leaders at banks, credit unions and non-bank lenders.

Chief Credit Officers
Chief Lending Officers
Commercial credit leaders
Operations heads

If your analysts spend more of the week collecting documents and rekeying spreads than analyzing deals, this session is built for you.

Before you register

When is the session?

Friday, October 9, 2026 at 12:00 PM CT (1:00 PM ET). Register and your join link arrives by email.

Is it free?

Yes. It is a 30-minute live demo with Q&A. There is nothing to buy and no obligation.

Who is it for?

Chief Credit Officers, Chief Lending Officers, commercial credit leaders and operations heads at banks, credit unions and non-bank lenders.

What if I can't make it live?

Register anyway. We'll send you the recording after the session.

See one commercial loan go from application to credit memo, live

Friday, October 9 at 12:00 PM CT. Thirty minutes, one real deal scenario, and your questions answered live.

Get a demo on your files