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

Lauren Brown

Senior Solutions Engineer at Uptiq

September 16th, 2026

12 PM CT

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

Lauren Brown

Senior Solutions Engineer at Uptiq

Linked

Start with one workflow

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