Live Demo

From Loan File to Verified Data, in One Pass

Generic AI reads your documents and fills the gaps confidently even when it's wrong. In this 30-minute live demo, watch Uptiq Document AI classify, extract, and verify a real loan file in real-time: every field scored, every number traced back to the exact place it came from, and unreadable scans caught before they can become a fabricated number you can't defend.
Adriene Mc Cance
Adriene McCance
GM & SVP - Private Credit & Wealth
James Hallacy
Head - Solution Engineering
August 6th, 2026
12 PM CT
Location
Virtual Webinar

Uptiq Document AI in Action

Classify

Every document is typed automatically — with a confidence score and ranked alternatives — and multi-section packages are split so each section is routed to the pipeline built for it.
Automatic document typing with confidence scores and ranked alternatives
Composite loan packages detected and split, each section routed to its own pipeline
150+ finance document types out of the box, plus custom schemas at request time

Extract

Type-specific handlers extract against schemas built for each document — tax schedules in parallel, rent rolls as ledgers, bank statements as structured line items. A rent roll and a credit report are different problems, so they don't share a pipeline.
Purpose-built handler per document type, never one generic path
Tax filings run their schedules in parallel, aligned across multiple years
Born-digital PDFs skip OCR; repeated files return a cached result — faster and cheaper

Verify — the part that matters

Every field is scored, traced to its exact location in the source, and re-checked by a second AI before it reaches your systems. This is where generic tools stop — and where a number becomes one you can defend.
Six-signal confidence score per field, with the full breakdown shown — not one opaque percentage
One click traces any value to the exact region of the source page it came from
An AI judge re-reads the document; unreadable scans fail fast with an error, never a fabricated number

What you'll see in 30 minutes

A real loan file classified, extracted, and verified live on redacted, anonymised documents
How six-signal confidence and pixel-level traceability turn review from a 40-page hunt into a single click
The quality gate in action: an unreadable scan that fails with an explicit error instead of a confident, wrong number
A live Q&A with the Uptiq team

Built For

Lending & credit teams
Underwriting teams
Loan operations & doc processing
Wealth & private banking ops
Community & regional banks
Credit unions

Meet Your Speakers

Moderator
Adriene Mc Cance
Adriene McCance
GM & SVP - Private Credit & Wealth
Linked
Presenter
James Hallacy
Head - Solution Engineering
Linked
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Powering the future of financial intelligence

The financial industry is evolving faster than ever, and modern institutions need smarter, faster systems to stay ahead. Uptiq's financial AI platform transforms complex financial operations into intelligent, automated workflows, reducing manual effort, improving decision accuracy, and delivering real-time visibility across every stage of the lending lifecycle. From credit operations to compliance, our financial AI is built to help institutions do more with the teams they already have.

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