UPTIQ

A complimentary client benefit

Give clients home insights. Stay connected to what’s next.

Offer homeowners insights into estimated value and equity, and give future buyers a way to explore homes. UPTIQ provides this benefit through Homebot at no cost to you or your clients.

  • Your personal link
  • A useful client benefit
  • Stay informed

Advisor registration

Get your personal client link.

Register once, then share your link with clients. Each invitation is associated with your practice.

Uptiq.ai provides the technology platform supporting this experience. UPTIQ Premier Mortgage, LLC is a separate company that provides mortgage brokerage services.

By creating your unique link, you acknowledge that it may be used to associate participating clients with your profile for purposes of administering the service. Creating or using the link does not create a referral agreement or require you to refer mortgage business to UPTIQ Premier Mortgage, LLC.

You will not receive compensation, fees, commissions, or other things of value based on whether a client uses your link, applies for mortgage financing, or obtains a mortgage loan through UPTIQ Premier Mortgage, LLC.

Financial Advisor Terms of Use · Uptiq.ai Privacy Policy · UPTIQ Premier Mortgage Privacy Policy

  • Complimentary for advisors
  • Complimentary for clients
  • No financial details required

How it works

Three steps. No cost.

  1. Create your link

    Register once with your professional details.

  2. Share with clients

    Send your client invitation link to the clients you choose.

  3. UPTIQ sends the Homebot invitation

    Clients request access and UPTIQ coordinates their invitation.

What clients receive

Something useful, whether they own or plan to buy.

Home value and equity

Follow your home's estimated value and see how estimated equity may change over time.

Mortgage insights

See estimated mortgage and equity information, for informational purposes only.

Local market updates

Stay informed about activity around their home.

Home search for buyers

Explore available properties where Homebot's search experience is offered.

Estimates for informational purposes only. Not an appraisal, financial advice, or an offer of credit. See full disclosures below.

Why it matters

Stay close to decisions that matter.

A home purchase, refinance, or home-equity decision can affect a client's broader financial plan.

Clients can separately choose to let UPTIQ keep you informed about limited Homebot activity. It's always optional for the client, never required for Homebot access, and can be withdrawn at any time.

  • Client chooses
  • Never required
  • Withdraw anytime
UPTIQHomebot

UPTIQ handles the invitation. Homebot provides the home insights.

Get your personal client link.

Register once, then share your link with clients.

Questions, answered

Before you create your link

Questions?

Contact UPTIQ

We are here to help with your invitation.

+1 276 276 1896

By submitting, you agree UPTIQ may contact you by phone or email about your inquiry. Privacy Policy