Live Demo

Intake to Underwriting in One Connected Workflow

Stop letting slow lending cycles stall your growth. In this 30-minute live demo, witness a real loan move from first application to a final underwriting decision in real-time. See how Uptiq’s agents automates everything- intake, document collection, financial spreading, and credit analysis- to help lending teams slash weeks off their origination process.
Jay Richardson
GM - Equipment Finance & Non Bank
Lauren Brown
Senior Solutions Engineer
July 23rd, 2026
12 PM CT
Location
Virtual Webinar

Demo Agent In Focus

Intake Agent

Policy-aware pre-screening, autonomous document collection, and KYB captured once across deposit and credit.
Autonomous document collection and follow-up
Pre-screening filters ineligible deals early
Structured packet pushed to your LOS
Explore Intake Agent

Financial Spreading Agent

Automated extraction, standardization, and spreading so your team focuses on credit decisions, not data entry.
Automated financial data extraction and spreading across tax returns and statements
Ratio computation with policy alerting built in
Full audit trail from every figure back to the source document
Explore Financial Spreading Agent

Credit Memo Generation Agent

Turn underwriting analysis into structured credit memos and scorecards, helping teams focus more on risk evaluation than documentation.
Synthesizes spreads, borrower documents, and supporting data into a structured, decision-ready credit memo, automatically
Identifies policy exceptions, flags risk factors, and surfaces covenant deviations without manual review
Generates borrower scorecards aligned to your institution's templates and credit committee format
Explore Credit Memo Generation Agent
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Live Demo

What you'll see in 30 minutes

Intake to underwriting — the full origination flow running live on real anonymised loan data
How Uptiq connects every step automatically, with no manual handoffs between teams
A live Q&A with the Uptiq team

Built For

CRE lenders
C&I teams
Community and regional banks
Credit ops leads
Underwriting teams

Meet Your Speakers

Moderator
Jay Richardson Image
Jay Richardson
GM - Equipment Finance & Non Bank
Linked
Presenter
Lauren Brown
Senior Solutions Engineer
Linked
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Live Demo

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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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