Thursday, October 15, 2026 at 1:00 PM CT (2:00 PM ET). Register and your join link arrives by email.

Yes. It is a 30-minute live session with Q&A. There is nothing to buy and no obligation.

Product and innovation teams, compliance and risk leads, business analysts and domain experts, credit and lending operations, and wealth and advisory teams.

Free live demo · Friday, October 23 · 1 PM CT

Out of Pilot, Into Production: Watch an Agent Take a Loan From Intake to Underwriting

A pilot proves an AI agent can do one task on a clean file.

Production is a real loan file: an application that arrives incomplete, financials that come in as scans, and an analyst rekeying numbers into a spread before underwriting can even begin. That's where most pilots stall, and it's rarely the model. It's whether the agent can handle the whole file, with the controls a bank needs around it.

In this live demo, we'll follow a commercial loan file through our bank-grade AI platform, from intake to underwriting: Intake, Extract, Spread, and Underwrite. You'll see what the agent does at every step, where a person approves, and what the underwriter receives at the end, with nothing staged.

ModeratorJay RichardsonGM - Equipment Finance & Non Bank, Uptiq

PresenterRudy NavarroVice President of Product, Uptiq

Friday, October 23, 2026 at 1:00 PM CT
30 minutes, including live Q&A
Free to attend

5 daysto deploy a single agent

30 daysto deploy the full suite

100+integrations

150+financial institutions trust Uptiq

Webinar + Live Demo

Friday, October 23, 2026

1:00 PM CT · 30 minutes

Save your seat for Friday'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 Friday, October 23 at 1:00 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

"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 real commercial loan file, one live session. We follow it from intake to underwriting and show where a person approves along the way.

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

Intake: an incomplete application handled live
Financials extracted and spread without rekeying
An underwriting-ready package and a credit memo draft
Controls, an audit trail, and a connection to your stack

Who should attend

Technology, operations and credit leaders with an AI pilot that needs to reach production.

CIOs, CTOs and heads of digital
COOs and operations leaders
Heads of lending and credit
Underwriting managers and credit analysts
Risk and compliance leads
Innovation and AI leads

If your AI pilot works on clean files but hasn't made it into production, this session is built for you.

Before you register

When is the session?

Friday, October 23, 2026 at 1:00 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, CTOs and heads of digital, COOs and operations leaders, Heads of lending and credit, Underwriting managers and credit analysts, Risk and compliance leads and Innovation and AI leads.

What if I can't make it live?

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

See an agent handle a real loan file end to end, live

Friday, October 23 at 1:00 PM CT. Thirty minutes, and your questions answered live.

Get a demo on your files