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Move every Customer forward with Agentic AI.

Move every Customer forward with Agentic AI.

Move every Customer forward with Agentic AI.

Move every Customer forward with Agentic AI.

Muvix brings intelligent execution to every stage of the journey with Agentic AI that helps your team move faster, convert more, and close more business.

Muvix brings intelligent execution to every stage of the journey with Agentic AI that helps your team move faster, convert more, and close more business.

Muvix brings intelligent execution to every stage of the journey with Agentic AI that helps your team move faster, convert more, and close more business.

Muvix brings intelligent execution to every stage of the journey with Agentic AI that helps your team move faster, convert more, and close more business.

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Built for mortgage first. See how it works

Contacts/James Thompson

JT

James Thompson

(206) 555-0147

Lead

Opportunity

Prospect

Customer

Post Close

AI Summary

Yesterday · May 13

AI Agent

9:30PM

Hi there 👋 I’m BrightPath’s assistant. Before we dive in, may I grab a few quick details so I can help you better?

Sent

AI Agent

9:30PM

First — what’s your name?

Simulated

SM

Sally Joe

9:30PM

Sarah Mitchell

Name Collected

AI Agent

9:30PM

Nice to meet you, Sarah! What’s the best email to reach you at?

Failed

SM

Sally Joe

9:30PM

sarahmitchell@website.com

Email Collected

AI Agent

9:30PM

Got it. And a phone number in case our specialist needs to follow up?

Received

SM

Sally Joe

9:30PM

+1 (415) 555-0142

Phone Collected

AI Agent

9:30PM

Perfect. Which company are you with, and roughly how big is your team?

SM

Sally Joe

9:30PM

Northwind Co. — around 200 people. I’m Director of Ops.

Company details collected

AI Agent

9:30PM

Thanks Sarah! Last quick one — what brings you to BrightPath today?

SM

Sally Joe

9:30PM

We’re exploring AI agents for internal support — mainly to automate document review.

AI Agent

9:30PM

Great fit — our document agents handle review, classification and routing. Would you like to talk to a specialist now?

SM

Sally Joe

9:30PM

Yes please — sooner the better.

9:08 AM

Intent detected:

High — request for human

9:08 AM

Lead score updated

92 / 100

9:08 AM

Scott took over from the assistant

AI paused

S

Scott

9:30PM

0:00/1:42

Transcription

Hi Sarah — Scott here, jumping in from the assistant. Happy to walk through doc-review workflows. Do you have 15 min today?

S

Scott

9:30PM

0:00/1:42

S

Scott

9:30PM

Hi Sarah — Scott here, jumping in from the assistant. Happy to walk through doc-review workflows. Do you have 15 min today?

Write your message…

Templates

AI Assist

AI Agent paused replying as Scott

Mortgage workspace shown · fields adapt per industry

Profile

Financials

Employment

Property

Addresses

Loan

Documents

Journey

Amortization

Tasks

Notes

Activity

Profile

Contact Info

First Name

James

Last Name

Thompson

Email

james.thompson@example.com

Phone

(206) 555-0147

Location

New York, NY

Time Zone

EST (UTC-5)

Date of Birth

Jan 15, 1980 (45)

Marital Status

Married

Credit Profile

742

Very Good

Tri-Merge · May 10, 2026

Utilization

18%

History / Accounts

12 years · 8 open

Derogatory Marks

None

Lead

Lead Onwner

SD

Scott Devis

Source

Website

Member Since

Jan 15, 2025

Last Activity

Today, 9:42 AM

Everything about a customer, in one place.

One record holds the pipeline, the conversation, the documents and the next task.

Records and pipelines

Every customer, stage and file on one record.

Applied1

Alex Morgan

File 2026-1192

2d in stage
Processing2

Priya Nair

File 2026-1187

Moved · just now

Maria Rodriguez

File 2026-1179

4d in stage
Closing0

Conversations

SMS and email, logged on the record.

SMS

Email

Can I send my pay stubs tonight?

Yes — use this secure link.

Secure upload link

Logged on the record

Documents

Secure upload links, tracked per file.

Secure upload link

Sent by SMS · expires in 7 days

Copy

Pay stubs

Received

Bank statement

Requested

Signed disclosure

Missing

Tasks

Owners, due dates and follow-ups on every record.

Mon

5

Tue

6

Wed

7

Thu

8

Fri

9

Follow-up due today

Review draft for Priya Nair · 3:00 PM

Done

Call Alex Morgan back

Done

Intelligence

AI that works inside the record, not beside it.

It reads the same context your team sees, proposes the next step and acts only where you’ve allowed it. You decide whether what it prepares for a customer is sent or waits for a person.

Step 01

Reads the record

Reads the record

Contact, stage, documents, messages and tasks — the same context your team sees.

Contact, stage, documents, messages and tasks — the same context your team sees.

01

AM

Alex Morgan

File 2026-1187 · Dallas

Processing

Documents 4 of 5

Last reply 09:12

Owner: Scott Davis

Consent on file

Read by AI · same view as your team

AI suggestion

Pay stub missing for income verification

Suggested: request it from Alex by SMS.

Evidence · Checklist

4 of 5

02

Step 02

Proposes the next step

It says what it found and what it suggests, with the evidence.

Step 03

Acts only where allowed

Acts only where allowed

Your admin decides what it may do on its own and what needs a person.

Your admin decides what it may do on its own and what needs a person.

03

What AI may do on this file

Draft a message

Allowed

Request a document

Allowed

Send to a customer

Needs a person

Set by Maria Rodriguez · Workspace admin

SMS to Alex Morgan

Needs review

Hi Alex — one item is still missing: a recent pay stub. You can upload it here: muvix.link/u/7f3k

Approve & send

Edit

04

Step 04

A person reviews

Customer messages wait for a person unless your admin allows them to send.

Step 05

The record is updated

The record is updated

The message, the task and the stage change land on the record and in the audit log.

The message, the task and the stage change land on the record and in the audit log.

05

Activity · File 2026-1187

10:43

Sent by Scott Davis

Team

10:43

Pay stub task closed

Workflow

10:43

Audit log entry added

System

Shown on a mortgage file. What each capability may do on its own is set by your workspace admin.

How AI agents work

AI capabilities

It starts with the work that stalls: follow-up and documents.

Both work inside the record, under the same roles, reviews and audit log as your team.

AI capabilities

It starts with the work that stalls: follow-up and documents.

Both work inside the record, under the same roles, reviews and audit log as your team.

SMS · Email

Borrower Engagement Agent

Answers new leads from your own knowledge and keeps them moving between conversations.

Picks up a new lead the moment it arrives and answers from your approved knowledge.

Keeps context with every exchange, so nothing is asked twice.

Hands over to your loan officer when the lead becomes a customer.

What stays with your team

You choose whether it sends on its own or drafts for a person to approve — and every message is logged to the record.

Explore the agent

SK

Samira Khan · new lead · SMS

08:02

Samira · 08:02

Do you work with first-time buyers? We’re looking at homes around $520k.

AI

Reply from your knowledge

Needs review

Yes — we help first-time buyers every week. I can set up a call with a loan officer to walk through your options. Would tomorrow morning suit you?

Source: First-time buyer guide · approved knowledge

SK

Samira Khan · new lead · SMS

08:02

Samira · 08:02

Do you work with first-time buyers? We’re looking at homes around $520k.

AI

Reply from your knowledge

Needs review

Yes — we help first-time buyers every week. I can set up a call with a loan officer to walk through your options. Would tomorrow morning suit you?

Source: First-time buyer guide · approved knowledge

pay-stub-aug.pdf · uploaded by Alex Morgan

10:05

AI

Proposed: Pay stub · income verification

Employer

Ridgeway Co.

Period

Aug 16 – Aug 31, 2026

Name matches file

Alex Morgan ✓

Accept

Correct

Reject

Bank statement · page 3 of 4 not received

Flagged

pay-stub-aug.pdf · uploaded by Alex Morgan

10:05

AI

Proposed: Pay stub · income verification

Employer

Ridgeway Co.

Period

Aug 16 – Aug 31, 2026

Name matches file

Alex Morgan ✓

Accept

Correct

Reject

Bank statement · page 3 of 4 not received

Flagged

Secure upload links · Email · SMS

Document Intelligence Agent

Requests, tracks and reviews the documents a file needs — and flags gaps before anyone has to notice.

Requests what’s missing through a secure upload link and tracks what arrives.

Checks each document against the file — right type, period and person.

Proposes the document type and the values it read, with the evidence it used.

What stays with your team

A team member accepts, corrects or rejects each proposal — nothing updates the file without that step.

Explore the agent

Build around your own process.

Describe the job, choose what it can use, test it, and send it for approval.

Intake Follow-up Agent

v1
Loading the builder…
Illustration

01

Define the job

Describe the role, the goal and the rules in plain language.

02

Give it context

Choose the knowledge, records and history it may use.

03

Set boundaries

Pick the tools it may use, the policies it follows and what needs a person.

04

Test, approve, put to work

Try it on real examples. An admin approves it before it goes live.

Integrations

Keep the tools your business already uses.

Muvix connects to the systems around your customer operation, so information and actions stay on the record.

Integrations

Keep the tools your business already uses.

Muvix connects to the systems around your customer operation, so information and actions stay on the record.

  • SMS & voice numbers

    Gmail

    Outlook

    Secure upload links

    Google Drive

    Webhooks

    API

    CRM import

  • API

    Webhooks

    Google Drive

    Secure upload links

    Outlook

    Gmail

    SMS & voice numbers

Need something that isn’t listed? Tell us what you use.

Integrations, tools & MCP

Governance

You decide what runs on its own.

Nothing switches on by itself. Every capability is requested and approved, customer messages wait for a person unless an admin decides otherwise, and every action is recorded.

Waits for a person

Admin decides otherwise

Needs review

Held for review

A person approves it first.

Customer messages wait for a person.

How governance works

Contact

See how Muvix would fit your operation.

Thirty minutes with someone who builds the product — using your stages, your document list and your follow-up rules, not a canned script.

Email

info@muvix.ai

Phone

1-820-998-1662

Request a demo

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