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C2 Systems and Uptiq Bring Trusted AI Agents into the Covalent Loan Origination System

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C2 Systems and Uptiq Bring Trusted AI Agents into the Covalent Loan Origination System

Most of a commercial loan’s cycle is spent before anyone exercises judgment. Collecting documents. Keying financials. Calculating ratios. Assembling the credit memo. C2 Systems and Uptiq are partnering to take that work off lenders’ desks.

C2 Systems, developer of the Covalent Loan Origination System, will embed Uptiq’s AI agents directly into Covalent lending workflows. Covalent calls the right agent at the right step. Bankers never leave the system. Every output comes back to a banker or underwriter for review before the loan moves forward.

Our partnership with Uptiq allows us to call powerful, bank-grade financial services agents from within Covalent at exactly the point in the workflow where they can create value.”

What lenders get
● More capacity. Existing teams can take on more deals without adding headcount.
● Faster decisions. Spreads and analysis are ready when the underwriter opens the file.
● Nothing new to learn. No separate AI tool to launch, log into or reconcile.
● Control intact. Credit policy, review steps and approvals stay exactly where they are.

How it works inside Covalent
The first agents focus on three of the most document-heavy steps in commercial and small business lending. At each one, the agent prepares the work and the lending team makes the call.

Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh Cumming, CTO, Vena

Workflow Step: The Agent Prepares ● Document Intake: The Intake Agent ingests and classifies tax returns, financial statements, bank statements and debt schedules as they arrive.


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