Solution introduction
Introducing UPTIQ Advisor Lending
You don't need to be a former lender or underwriter to provide intelligent credit solutions to your clients -- you just need the right platform. With UPTIQ's Advisor Lending platform, financial advisors provide liquidity without disrupting their client's investment strategies
Product Matching
Automatically match the right loan products that best suit your client's liquidity objectives.
Prequalification
Ensure your client meets the minimum credit parameters required by potential lenders.
Lender Curation
Match your clients to lenders who will fund your client's liquidity objectives with the highest degree of probability.
Application Submission
Submit loan applications electronically to selected lenders for instant approval and funding.
