NEFA Fall Conference 2026
Equipment finance runs on documents: vendor invoices, bank statements, tax returns, credit reports. Most of those documents get read three times before a deal funds. At Booth 26, you'll see how Uptiq’s enterprise-grade AI platform assembles, classifies, and extracts them instead. Every data field is attributed back to its source page and integrity checks run inline, before a human opens the file.
Booth No
26
Date
September 28 to 30 2026
Venue
Omni Atlanta Hotel, Georgia
Book a Meeting
Meet the team
Jay Richardson
SVP & GM, Non-Bank Lending
Corey Ashline
Senior Account Executive
Gagandeep Grover
VP Professional Services
150+
Institutions Trust Uptiq
Why Meet with Uptiq at NEFA Fall 2026
Keep your deals moving fast, without burning out your team.
Equipment finance deals re-key the same figures across quotes, applications, credit write-ups and funding packages. Four passes, one set of numbers, and none of them adding judgment. Uptiq puts governed agents into that workflow instead, across the whole relationship, not one step of it.
Onboarding & Origination Agents
Win the deal and onboard it seamlessly. Applications and vendor submissions read, classified and filed on arrival, with missing items chased automatically. Invoices, vendor quotes, tax returns and financial packages extracted, with every field linked back to the page it came from. Your team touches the decisions, not the paperwork.
Operations Agent
Grow the customer relationship after close. Lease documents, UCC filings, insurance certificates and delivery acceptance handled through funding. After close, agents watch lapses, renewals and end of term, so servicing stops absorbing every deal you book.
Build Your Own Agent
For the workflow nobody built a product for. Every shop has one process everyone has quietly accepted as manual. Those are the ones worth talking through at Booth 26.
What enterprise-grade actually means
Plenty of people at this conference will tell you their AI works. The harder question, the one your credit committee, your auditors and your funding partners will ask, is whether it holds up.
Grounded
Models trained on lending documents and equipment finance underwriting out of the box, not a general model with a finance prompt.
Provable
Verification and document integrity controls run inline rather than as a separate product, and approval stays with your credit team.
Governed
Every extracted field links directly back to its original source document for seamless verification.
