Every great loan starts here. Uptiq’s Intake Agent for banks meets borrowers where they are, speaks your policy fluently, and gets deals moving, before a banker lifts a finger.
The Intake Agent replaces fragmented, manual intake workflows with one intelligent loop, from first borrower contact to a fully packaged application, ready for underwriting.
One intelligent loop replaces the phone tag, email chasing, and re-keying your bankers do every single day.
Measurable impact from community and regional banks that have deployed the Intake Agent.
Every intake action is governed, logged, and auditable, and the agent connects directly into your existing bank tech stack.
The Intake Agent is part of the Origination Cloud, designed to hand off cleanly into underwriting and credit memo generation.
Three AI agents working in sequence to take a loan application from first contact to funded — without manual handoffs.
From document extraction to financial spreading to credit memo generation, Uptiq's Underwriting Agent handles the full analytical workload so your analysts spend time on decisions, not data entry.
Auto-generates structured credit memos with spreads, risk narrative & approval recommendations
Need something specific? We scope and build it in 2–3 days.
Our team handles scoping, configuration, and go-live. Most banks are in production within 5 business days, with no rip-and-replace of existing systems.
