Live demo Thursday, Oct 29 at 12:00 PM CT, starts in --:--:--
Uptiq

Free live demo · Thursday, October 29 · 12 PM CT

Inside a Multi-Agent Workflow: Intake to Underwriting, Fully Orchestrated

One AI agent can handle one task. A loan doesn't work that way.

It moves from intake to document checks to spreading to underwriting, and each step needs different skills, different data, and a person to sign off at the right moments. Getting agents to hand work to each other, while keeping control of the whole chain, is what separates a pilot from a workflow a bank can run.

In this live demo, we'll show a multi-agent workflow on our bank-grade AI platform, taking a loan from intake to underwriting: a separate agent for each stage, handing the file along, with approval steps in between and one view across all of it. You'll see how the pieces are orchestrated, not just what each one does, with nothing staged.

Jared Ingersoll
ModeratorJared IngersollVP, Institutional Solutions, Uptiq
Lauren Brown
PresenterLauren BrownSenior Solutions Engineer, Uptiq
  • 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
Multi-agent workflow IntakeDoc checksSpreadUnderwrite Webinar + Live Demo
Thursday, October 29, 2026
12:00 PM CT · 30 minutes

Save your seat for Thursday'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 Thursday, October 29 at 12:00 PM CT is on its way to your inbox. Bring your questions for the live Q&A.

Get a demo on your own loan files

150+ institutions trust Uptiq

Customer logo Customer logo Customer logo Customer logo Customer logo Customer logo Customer logo Customer logo cPort Credit Union Customer logo Customer logo Gate City Bank Customer logo Customer logo Customer logo
"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 loan, four specialist agents, one live session. We show how the handoffs are orchestrated, not just what each agent does.

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

  1. Specialist agents, each running one stage of the loan
  2. Handoffs between agents, with the file and context carried across
  3. People in the loop at the right moments
  4. One view across the whole workflow: controls, audit, and integrations

Who should attend

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

  • CIOs and CTOs
  • Heads of data and platform
  • COOs and operations leaders
  • Innovation and AI leads
  • Heads of lending and underwriting
  • Risk and compliance leads

If you're past single-task AI and want to see agents run a whole loan together, this session is built for you.

Before you register

When is the session?

Thursday, October 29, 2026 at 12:00 PM CT. 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?

CIOs and CTOs, Heads of data and platform, COOs and operations leaders, Innovation and AI leads, Heads of lending and underwriting and Risk and compliance leads.

What if I can't make it live?

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

See specialist agents hand a loan along, live

Thursday, October 29 at 12:00 PM CT. Thirty minutes, and your questions answered live.

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