Reimagining Loan Origination in the Age of AI Agents

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

Chris Boas

SVP & GM - International

Olivier De Man

Director of Solution Engineering

September 23, 2026

11 AM AEST

Virtual Webinar

Register for the 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

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

Chris Boas

SVP & GM - International

Linked

Presenter

Olivier De Man

Director of Solution Engineering

Linked

Start with one workflow

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