Live Demo

Turn Your Lending Docs to Audit-Ready Data

Watch Uptiq's Document AI classify, extract, and validate a real, anonymized loan package live - bank statements, tax returns, and a P&L, so every field arrives scored, traced to its source, and ready for review before a person ever opens the file.
Adriene Mc Cance
Adriene McCance
GM & SVP - Private Credit & Wealth
James Hallacy
Head - Solution Engineering
September 10th, 2026
12 PM CT
Location
Virtual Webinar

What You'll See in 30 Minutes

Classify & Extract

Watch a real, anonymized loan package get classified and routed live, not a recording.
150+ document types classified with a confidence score, not a filename guess
Each document type extracted through its own purpose-built pipeline
Complex, multi-document PDFs and zip files split section by section automatically

Validate & Catch What's Wrong

See every field scored, traced to its source, and screened for tampering before it reaches an underwriter.
Every value traced to a bounding box in the source document
Altered pay stubs and doctored bank statements flagged with evidence
Low-confidence fields routed to human review, never silently accepted

Generate & Review

Watch structured, schema-ready output land in a review screen built for that exact document type.
Structured JSON delivered to your exact schema, live
Reviewers confirm figures in a screen designed for the document, not a spreadsheet
Every action logged to an audit trail, with a zero-retention option available
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Live Demo

What You'll Walk Away With

A clear picture of how document classification, extraction, and validation run as one connected pipeline, not three separate tools
What it looks like when a doctored document is caught before it reaches an underwriter, not after funding
How confidence scoring and bounding-box traceability change what your review team spends its day doing
A live Q&A on deploying Document AI without replacing your LOS, core, or document management system

Built For

Credit & underwriting teams
Loan operations
Risk & compliance leads
Document review teams
Innovation & transformation leads
Fintech builders integrating via API

Meet Your Speakers

Moderator
Adriene Mc Cance
Adriene McCance
GM & SVP - Private Credit & Wealth
Linked
Presenter
James Hallacy
Head - Solution Engineering
Linked
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Live Demo
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