Free live webinar, daily at 1 PM ET

Watch a loan file become verified, source-traced data in 30 minutes

A 30-minute live demo for lending, credit and loan operations teams. Real, redacted loan documents are classified, extracted and verified in front of you: every field scored for confidence, every number traced to the exact spot on the page, and unreadable scans stopped at the gate instead of becoming a confident wrong number. No slides, 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

150+financial document types in production

36%less manual extraction

63%less preparation time

From Loan File to Verified Data with Uptiq Document AI, live webinar

Live session

Today

Monday, 28 September, 1:00 PM ET

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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

A real loan package goes through Uptiq Document AI from upload to verified output, at real speed. Nothing is pre-processed, and you can ask about any field as it lands.

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

Classification on a real, redacted loan packageBank statements, tax returns, a rent roll and a credit report go in as one messy upload. Each page is typed with a confidence score and ranked alternatives, so routing runs on evidence rather than filename guesses.
Extraction that follows each document's own schemaA rent roll and a credit report are different documents, so they process differently. You see structured output enforced to the schema for each type, ready for whatever system sits downstream.
Six-signal confidence on every fieldEach value is scored on independent signals and sorted into auto-accept, review or human review. You see which fields clear on their own and which get pulled aside, and why.
Pixel-level traceabilityClick any value and jump to the exact spot on the source page it came from. Review stops being a 40-page hunt and becomes a single click.
The quality gate and tamper screeningAn unreadable scan fails with an explicit error rather than a confident wrong number, and every file is screened for edited metadata, font and layout anomalies and cross-document mismatches.
What your reviewers controlReview screens built per document type, comments anchored to the field itself, plain-English questions to the completed file, and a full audit trail. Bring your own document scenario for the Q&A.

Document AI extracting borrower and loan details from uploaded documents — **Extraction** from the uploaded package into structured fields, each with its own confidence score.

Loan file view showing each document, its classification and status — **The loan file** with every document classified, its status and what is still missing or held for review.

Business tax return, 1120-S142/142 fields traced

Net income99.2%Auto-accept

EIN98.7%Auto-accept

Gross receipts71.4%Review

Officer comp97.4%Auto-accept

Click any value to see the bounding box on the source page. 2 corrections logged by AI controls.

Validation as you will see it live: confidence per field, auto-accept or review, and every number one click from its source.

Bank statement, page 3 of 9Quality gate: failed

Scan resolution below readable threshold. No values were extracted from this page. Request a clean copy or upload the original PDF.

Ending balance--Not read

Total deposits--Not read

Tamper screening: metadata, fonts and layout, cross-document consistency. Nothing flagged on this file.

The quality gate: an unreadable page fails loudly with an explicit error. It never produces a confident wrong number.

Upload to verified output, one pass

The demo follows one loan package through five stages. In most shops the middle three are people with highlighters. Here it is one unbroken line, with a human only where the confidence says so.

What you get at the end: structured JSON to your schema, formatted spreadsheet reports, and signed webhooks into your LOS or data warehouse. Your reviewers confirm the flagged fields; Document AI does the reading, checking and re-reading.

Your hosts

James Hallacy

Head of Solution Engineering, Uptiq

Runs the live loan package

Adriene McCance

GM and SVP, Private Credit and Wealth, Uptiq

Moderates and takes your questions

Worth 30 minutes if you hold one of these roles

Lending and credit teams
Underwriting teams
Loan operations and document processing
Wealth and private banking operations
Community and regional banks
Credit unions

If someone on your team still re-keys numbers from PDFs, or checks an extracted value by scrolling back to the page it came from, this is the session to join before your next vendor conversation.

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?

Lending, credit, underwriting and loan operations teams at banks, credit unions, non-bank lenders and wealth firms. Technology leaders evaluating document AI, or replacing a point OCR tool, will also get a lot from it.

Which documents are in the demo?

A redacted commercial loan package: bank statements, business tax returns, a rent roll and a credit report. Document AI runs 150+ financial document types in production, so ask about yours in the Q&A.

What if I cannot make 1 PM ET?

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

See a loan package verified end to end, field by field

Next session today at 1:00 PM ET. Thirty minutes, one real loan package, every number traced to its source, and your questions answered live. Seats are limited.

Get a demo on your documents