Free live webinar, daily at 1 PM ET

Watch a loan go from first application to credit decision in one pass

A 30-minute live demo for banks, credit unions and non-bank lenders. Intake, document collection, financial spreading and credit analysis run as one connected workflow on a real, anonymized loan file. No slides, no staged data, and your questions answered live.

Today at 1:00 PM ET
30 minutes, including live Q&A
Free. Seats are limited each session

150+institutions trust Uptiq

41%shorter underwriting cycle time

63%less credit memo prep time

36%less manual extraction

Intake to Underwriting in One Connected Flow, live webinar

Live session

Today

Monday, 28 September, 1:00 PM ET

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Seats are limited so the Q&A stays useful. Register early.

Can't make 1 PM ET today? Register anyway and we will send you the link for the next session.

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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 will see in 30 minutes

The whole origination flow, start to finish, with the handoffs that usually cost weeks removed. Nothing is skipped or sped up between steps, and you can ask about any of it live.

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

A real loan file, application to underwriting decisionOne anonymized commercial loan enters at intake and leaves with a credit decision. You watch every step in between, at real speed.
Document collection that does not stall the fileHow borrower documents are requested, received, classified and checked without an analyst chasing email threads.
Financial spreading and credit analysis in the same flowTax returns and financial statements are spread and analyzed as they arrive, so underwriting starts with numbers already in place.
Where the handoffs disappearThe specific points where files normally wait between intake, credit ops and underwriting, and what happens when those queues are gone.
What your team still controlsThe review points, overrides and audit trail your credit policy needs. Bring your own scenario for the Q&A.

One file, one flow, no re-keying

The demo follows a single loan across five stages. In most institutions each stage is a separate system and a separate queue. Here it is one unbroken line.

The agents in the demo: Intake Agent, Financial Spreading Agent and Credit Memo Generation Agent, working on the same file in sequence. Your credit team reviews and decides; the agents do the collecting, reading and drafting.

Your hosts

Lauren Brown

Senior Solutions Engineer, Uptiq

Runs the live loan file

Jay Richardson

GM, Equipment Finance and Non-Bank, Uptiq

Moderates and takes your questions

Worth 30 minutes if you own any part of this

Chief Credit Officers
SVPs and heads of commercial lending
Credit operations leads
Underwriting managers
CRE and C&I lending teams
Community and regional bank technology leaders

If your files still move between intake, credit ops and underwriting by email and spreadsheet, this is the session to join before your next process review.

Before you register

When is the session?

Every day at 1:00 PM ET. The date on this page always shows the next available session. 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?

Credit, lending and operations leaders at banks, credit unions, non-bank lenders and equipment finance companies. Technology leaders evaluating AI for lending will also get a lot from it.

What if I cannot make 1 PM ET?

Register anyway. We will send you the link for the next session that suits you.

See the whole origination flow run once, end to end

Next session today at 1:00 PM ET. Thirty minutes, one real loan file, and your questions answered live. Seats are limited.

Get a demo on your files