Live Demo

See a week of loan application intake work happen in just a few minutes.

Watch Live - Uptiq’s Intake Agent as it captures, classifies, and routes a real commercial loan application live, in under a few minutes. Experience how our autonomous document collection and policy-aware pre-screening engines eliminate manual bottlenecks, ensuring every file reaches your underwriting team completely organized, validated, and ready for immediate review.

3x

Application throughput

~40%

Bad deals screened out earlier

Weeks → Days

Deal cycle time
Kyle Ray
Vice President Financial Institutions at UPTIQ
James Hallacy
Head - Solution Engineering
September 16th, 2026
12 PM CT
Location
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

What you'll see in 30 minutes

The Intake Agent working through a real, anonymised loan application, live, not a recording
Documents captured, classified, and routed automatically in under 60 seconds
Open Q&A

Built For

Lending ops leads
Underwriting teams
Banking technology leads
Commercial bankers
SMB / SBA lenders
Credit union ops

Meet Your Speakers

Moderator
Kyle Ray
Vice President Financial Institutions at UPTIQ
Linked
Presenter
James Hallacy
Head - Solution Engineering
Linked