> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/commercial-lending/readme.md).

# Commercial Lending

Automate commercial lending with AI agents and human review at every stage.

## Overview

Commercial Lending manages commercial credit from the first application through post-close monitoring. AI agents prepare work at each stage. Your team reviews and signs off before work moves downstream.

Choose a role, task, or product area below. Use the Assistant when you need a direct answer.

<button type="button" class="button primary" data-action="ask" data-icon="gitbook-assistant">Ask a question…</button>

<button type="button" class="button secondary" data-action="ask" data-query="How do I create an application" data-icon="square-plus">Create an application</button><button type="button" class="button secondary" data-action="ask" data-query="What stages does a deal move through" data-icon="arrows-spin">See how a deal moves through stages</button><button type="button" class="button secondary" data-action="ask" data-query="How do I set up a loan product" data-icon="sliders">Set up a loan product</button>

***

{% hint style="success" icon="sparkles" %}
**Release notes.** See what changed in each Commercial Lending release.

<a href="/commercial-lending/release-notes/2026.md" class="button secondary">See what's new</a>
{% endhint %}

## Choose your path

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-compass" style="color:$primary;">:compass:</i></h4></td><td><h4>New to Commercial Lending</h4></td><td>Understand the platform, deal stages, roles, and essential lending concepts.</td><td><a href="/commercial-lending/platform-overview.md">Platform Reference</a></td></tr><tr><td><h4><i class="fa-list-check" style="color:$primary;">:list-check:</i></h4></td><td><h4>User Guides</h4></td><td>Follow role-based procedures for applications, underwriting, administration, and partner work.</td><td><a href="broken://pages/Np5ORd2exN02N4NoTvX8">Broken link</a></td></tr><tr><td><h4><i class="fa-sitemap" style="color:$primary;">:sitemap:</i></h4></td><td><h4>By product line</h4></td><td>See the product lines Commercial Lending offers and what each includes.</td><td><a href="/commercial-lending/product-lines.md">Product lines</a></td></tr><tr><td><h4><i class="fa-layer-group" style="color:$primary;">:layer-group:</i></h4></td><td><h4>Work a deal</h4></td><td>Navigate pipeline, customers, documents, underwriting, generated documents, and monitoring.</td><td><a href="broken://pages/tV1AkEqhoNA01jcZd0qQ">Broken link</a></td></tr><tr><td><h4><i class="fa-sliders" style="color:$primary;">:sliders:</i></h4></td><td><h4>Configure products</h4></td><td>Set up loan products, intake, stages, policies, documents, and risk models.</td><td><a href="broken://pages/a23171a34ca9d67451dea24d24ed64996a1ad4b0">Broken link</a></td></tr><tr><td><h4><i class="fa-gears" style="color:$primary;">:gears:</i></h4></td><td><h4>Administer the platform</h4></td><td>Manage access, tenant settings, branding, security, and organization-wide controls.</td><td><a href="broken://pages/R7BzIKEGwDgA9C2crw0G">Broken link</a></td></tr><tr><td><h4><i class="fa-life-ring" style="color:$primary;">:life-ring:</i></h4></td><td><h4>Get help</h4></td><td>Resolve common issues, check FAQs, or look up terms used in the platform.</td><td><a href="/commercial-lending/help.md">Help Center</a></td></tr></tbody></table>

## Follow a deal

Use this path when you need documentation in the order a deal progresses.

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-file-pen" style="color:$primary;">:file-pen:</i></h4></td><td><h4>Intake and application</h4></td><td>Capture the request, invite contributors, collect documents, and prepare the deal.</td><td><a href="broken://pages/jy8mBPWHRQj8daUlc1Il">Broken link</a></td></tr><tr><td><h4><i class="fa-magnifying-glass-chart" style="color:$primary;">:magnifying-glass-chart:</i></h4></td><td><h4>Underwrite and approve</h4></td><td>Review financials, assess risk, generate deal documents, and advance the workflow.</td><td><a href="broken://pages/59c2zdmqn6QJYkgp3fAd">Broken link</a></td></tr><tr><td><h4><i class="fa-satellite-dish" style="color:$primary;">:satellite-dish:</i></h4></td><td><h4>Monitor after close</h4></td><td>Track covenants, compliance reviews, credit reviews, and booked loan accounts.</td><td><a href="broken://pages/hejMRBtfQTFqqMCJeqTO">Broken link</a></td></tr></tbody></table>

## Popular tasks

<table data-view="cards"><thead><tr><th></th><th data-type="content-ref"></th><th data-type="content-ref"></th><th data-type="content-ref"></th></tr></thead><tbody><tr><td><h4>For loan officers</h4></td><td><a href="broken://pages/jy8mBPWHRQj8daUlc1Il">Broken link</a></td><td><a href="broken://pages/t6LisdkJulB1Ah4ZKES8">Broken link</a></td><td><a href="broken://pages/drpTg62vYfKyaDZET4jg">Broken link</a></td></tr><tr><td><h4>For credit analysts</h4></td><td><a href="broken://pages/Lf1x3IcdezANJWVnZ9kz">Broken link</a></td><td><a href="broken://pages/fgiu8MTOL48MtqyI34RD">Broken link</a></td><td><a href="broken://pages/AztJEMqYGFjN64XogV0Q">Broken link</a></td></tr><tr><td><h4>For configurators</h4></td><td><a href="broken://pages/WpjAszaSORb2P460Zypc">Broken link</a></td><td><a href="broken://pages/467Xfkdnrz5QEtSsb96T">Broken link</a></td><td><a href="broken://pages/YwbwD7FBPEnaaxU0ntEm">Broken link</a></td></tr><tr><td><h4>For administrators</h4></td><td><a href="broken://pages/XzOHzThCD1BEDtXNneGH">Broken link</a></td><td><a href="broken://pages/HajoKmjYDdBez6resS7I">Broken link</a></td><td><a href="broken://pages/bjwgxcn5Igv0QG1J4EQ4">Broken link</a></td></tr><tr><td><h4>For partners</h4></td><td><a href="broken://pages/R3oJmIG1WljtOWWbf718">Broken link</a></td><td><a href="broken://pages/ZjYoa4LFTWpf6caragmp">Broken link</a></td><td><a href="broken://pages/mkKRbcxw2KtsLFxqODFM">Broken link</a></td></tr><tr><td><h4>When you need an answer</h4></td><td><a href="/commercial-lending/help.md">Help Center</a></td><td><a href="/commercial-lending/help/troubleshooting.md">Troubleshooting</a></td><td><a href="/commercial-lending/getting-started/glossary.md">Glossary</a></td></tr></tbody></table>

Need a guided starting point? Read the [Role guides](/commercial-lending/getting-started/role-guides.md) to find the recommended path for your role.

***

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<p align="right"><em>Maintained by</em> <mark style="color:green;">Abhishek Paul</mark><br><code>AI-assisted, human-approved</code></p>
{% endcolumn %}

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<div align="left"><img src="https://2424445642-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoNOfYlgbuwiWKkdQsRIp%2Fuploads%2Fgit-blob-d034645b4f8f8ee661985f5306b60ded3289653c%2Fmaintainer-abhishek-paul.png?alt=media" alt="" width="60"></div>
{% endcolumn %}
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