Platform

One workspace for the whole customer operation.

A working CRM first: one record per contact, the journeys that move it, and the conversations, documents and tasks attached to it. AI works inside that system — it doesn’t get one of its own.

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How it’s governed

The system map

Six connected blocks. One set of records.

Every block shares the same records and the same rules.

Records & context

Contacts and partners, documents, notes and the activity timeline — one record per customer.

Work & communication

Pipelines and journeys, tasks and queues, SMS, email and calls — attached to the record.

Intelligence

AI capabilities inside the work, custom capabilities, agent chat and runs.

Knowledge, tools & integrations

Approved knowledge, governed tools, email and file connections, webhooks and the API.

Governance & trust

Roles and scope, approvals, policies and the audit log.

Workspace & people

Teams and branches, users, billing and the rules your workspace applies.

Industry layer

Mortgage

Borrower

Loan

Property

Lending journey

Loan-officer roles

Disclosures

The industry layer adds the vocabulary, fields, roles and stages of one kind of operation, starting with mortgage.

On every record

What every record carries.

The pipeline, the conversation, the documents, the tasks, the history and the people around a customer — and what each part holds.

Records and pipelines

Every customer, stage and file on one record. Move a card between stages and its tasks and history follow.

Board or table, per journey and branch

Stage time limits and triggers

Pipeline · Purchase

Illustration

Alex Morgan

Applied → Processing

Moved

Maria Rodriguez

Closing · day 2

Closing

Conversations

SMS and email threads live on the contact’s record — not in one person’s inbox.

Templates per channel

Consent and contact windows applied

Email · Maria Rodriguez

Illustration

Maria Rodriguez · Email · 16:20

Attached the signed form.

Scott Davis · Email · 16:31

Thanks Maria — it’s on your file now.

Documents

Secure, time-limited upload links instead of attachments, tracked per file against what it needs.

Requirements per stage

A history of every request

File 2026-1187 · documents

Illustration

Pay stubs

Received

Bank statement

Link sent · expires in 7 days

Signed disclosure

Not yet requested

Tasks

Owners, due dates and follow-ups on every record. Overdue work surfaces as a queue, so nobody has to ask.

An owner and a due date

Linked to the record it’s for

Tasks · today

Illustration

Follow up on pay stub

Scott Davis · today

Due

Call Alex Morgan back

Priya Nair · yesterday

Done

Activity timeline

Who or what did what, in order — people, workflows and AI — filterable by actor. The same history feeds the audit log.

Every actor named

Feeds the audit log

Activity · Alex Morgan

Illustration

10:05

Alex Morgan

uploaded 2 files via secure link

Customer

10:06

Document Intelligence

classified 2 uploads

10:12

Priya Nair

accepted the classification

Team

People and partners

Related people and partners sit on the record, with notes the whole team can see.

Related contacts and partners

Notes shared with the team

Related · Alex Morgan

Illustration

Jordan Lee

Partner · referred the file

Partner

Note · Priya Nair

Prefers email after 5 pm

Inside the workspace

The record, the journey and the people around it.

Records & context

One record per contact. Everything hangs off it.

Your team and your AI both look here first: the profile, the work in progress, the documents on file, every message and task — and a timeline of who or what did what.

Profile and work in progress, with related people and partners

Documents with requirements and secure, time-limited upload links

An activity timeline you can filter by who did it

Contacts / Alex Morgan

Illustration

Alex Morgan

Purchase · $425,000 · Dallas branch · File 2026-1187

Borrower

Processing · day 3

Loan officer: Scott Davis

Stage

Bank statements April–May

Verified

Pay stub

Follow-up sent 10:43

Photo ID

Verified

Up next · smart queues

Illustration

Alex Morgan · pay stub outstanding

Documents requested · day 3 of 3

Due today

Lena Park · rate lock expires

Processing · 5 days

Alert

Jordan Lee · no reply in 4 days

Pre-qualified · follow-up paused

Overdue

Sam Okafor · conditions ready

Underwriting in 2 days

Open

Work & communication

A journey moves records. Three people read it three ways.

A journey is a set of pipelines whose stages carry time limits and triggers. Your team, an AI capability and compliance each read it differently — and all three views are true at once.

Pipelines as a board or table, per journey and branch

Stage time limits and event triggers

Tasks with an owner, a due date and a record

Workspace & people

Roles and scope for people — and the same for hired AI.

A workspace holds branches and teams. Each person has a role and a scope: the whole workspace, a branch or their own files. A hired AI capability gets a role and a scope too.

Scope by workspace, branch or file

Pairs of roles one person can’t hold on the same file

Business profile, routing, consent texts and billing in settings

How governance works

Team & roles · Dallas branch

Illustration

Workspace admin

Scope: workspace · 2 people

Workspace

Branch manager

Scope: a branch · 3 people

Branch

Underwriter

Not the loan officer on the file

Branch

Loan officer

Own files · requires NMLS ID

Own files

Blocked: Scott Davis is the loan officer on file 2026-1187 and can’t also be its underwriter.

Intelligence

How AI takes part in the work.

Nothing switches on by itself: every AI capability is requested and approved, works from the same context your team sees, and acts only where you’ve allowed it.

Reads the record

Contact, stage, documents, messages and tasks — only on the records it was hired for.

Proposes the next step

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

Acts only where allowed

At hire, an admin sets what it may do alone: which records, which channels, draft or act.

A person reviews

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

The record is updated

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

How AI agents work

How governance works

Conversations

Three kinds of conversation. Deliberately not one inbox.

A customer texting your team, a teammate asking AI for help and background work AI performs are different things. Muvix keeps them apart so each is governed the way it needs to be.

Messages — with customers

SMS and email threads on each contact’s record, with templates and the consent and contact-window rules your workspace sets.

Messages · Alex Morgan

SMS

Alex Morgan · SMS · 09:12

Sending my statements tonight — is a screenshot OK?

Scott Davis · SMS · 09:14

A PDF from your bank works best. Here’s your secure upload link.

Agent chat — with your AI

A teammate asks a hired capability for help on a record. It never sees more than the person asking.

Agent chat · file 2026-1187

Illustration

Priya Nair · agent chat

What’s still missing on file 2026-1187?

Document Intelligence · from the record

A recent pay stub. April–May bank statements are checked.

Runs — what AI did

Background work on a trigger or a schedule: what it read, what it proposed, what was approved and what failed.

Run · Documents stage

Illustration

10:41

Read requirements

for the Documents stage

10:41

Classified 2 uploads

as bank statements

10:41

Pay stub missing

request drafted · needs review

Keep going

The rest of the platform, in detail.

AI agents

The built-in capabilities, how one is approved for your workspace, and the custom ones you’ll shape with Agent Builder.

See AI agents

Integrations, tools & MCP

Email, files, webhooks, the API and the tools AI may use — so information and actions stay on the record.

See integrations

Governance & control

Who can access what, where a person signs off, the policies that apply and the audit log.

See governance

FAQ

Questions about the platform.

Is Muvix only for mortgage?

Mortgage is the first industry solution. The platform — records, journeys, conversations, documents, roles and AI — stays the same for every operation; the industry layer adds its vocabulary, fields, roles and stages.

Do AI agents get a system of their own?

No. They work inside the same records your team uses, under the same roles, reviews and audit log. Nothing switches on by itself: every capability is requested and approved.

How do documents reach the record?

Through secure, time-limited upload links instead of email attachments. Each file is tracked against what it needs, with a history of every request.

Does Muvix connect to the tools we already use?

Email, files, SMS numbers, webhooks and the API connect to the same records, so information and actions stay on the record. Each connection is authorised for your workspace — tell us what you use.

Walk through it with your own records in mind.

We’ll show the record, a journey, customer messaging, documents and how AI is approved — using the way your operation runs today.

Book a demo

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