Modernize your revenue operations with smarter AI
Accelerate operations by automating the tedious, error-prone work that slows teams down without compromising compliance, trust, or customer experience.
Who is it for
Nurix supports mortgage teams across the lending lifecycle, from lead to close.
Sales & Growth Teams
Engage and qualify borrowers more effectively across inbound and outbound outreach.
Loan Officers & Processors
Reduce manual follow-ups, document reviews, and back-and-forth with borrowers.
Collections & Accounts Team
Engage customers at scale, prioritize high-intent accounts, and automate routine outreach and follow-ups.
Review & Operations Teams
Review applications, financial records, and customer files faster with clearer insights and fewer inconsistencies.
Sales & Growth Teams
Engage and qualify borrowers more effectively across inbound and outbound outreach.
Loan Officers & Processors
Reduce manual follow-ups, document reviews, and back-and-forth with borrowers.
Collections & Accounts Team
Engage customers at scale, prioritize high-intent accounts, and automate routine outreach and follow-ups.
Review & Operations Teams
Review applications, financial records, and customer files faster with clearer insights and fewer inconsistencies.
Intelligent automation for mortgage and collections
From first borrower interaction to post-close quality checks, AI helps teams move faster, reduce risk, and scale operations, without increasing headcount.
Lead Engagement & Qualification
Convert more prospects by reaching borrowers at the right time, with the right context.
Engage both inbound inquiries and outbound prospect lists across phone and digital channels.
Re-engage dormant leads and follow up on incomplete applications at scale.
Ask qualifying questions around intent, eligibility, readiness, and timeline.
Capture structured customer intent and route qualified leads to the right team or next step.
Customer Support & Communication
Deliver quicker, more accurate, AI-driven real-time guidance throughout the customer journey.
Provide instant answers to customer questions about status, documents, balances, or next steps.
Proactively notify customers about missing information or required actions.
Maintain consistent communication across call, text, and email touchpoints.
Reduce manual outbound follow-ups and inbound support volume.
Document Inspection & File Quality
Eliminate bottlenecks caused by manual document reviews with automated, AI-powered analysis at scale.
Scan and reconcile customer-submitted documents with application data (e.g., application forms such as Form 1003).
Detect missing, mismatched, or inconsistent income/asset/employment information.
Highlight exceptions and surface clear next steps for review and operations teams.
Data Extraction & Process Acceleration
Turn unstructured financial documents into structured, actionable data using AI-powered extraction and classification.
Extract key fields from pay stubs, bank statements, tax returns, and disclosures.
Cross-verify extracted values across documents and LOS systems.
Automate data population into downstream workflows.
Built for real financial
services workflows
Unified Intelligence
One shared understanding across customer conversations and operational workflows.
Maintains consistent context across voice, digital, and back-office actions.
Prevents fragmentation between engagement and execution.
Agentic Execution
Goes beyond responses to take action across systems, automating decisions and execution across end-to-end workflows.
Orchestrates multi-step workflows across CRM, LOS, and collections platforms.
Executes follow-ups, updates, and validations with built-in guardrails.
Doc. & Data Understanding
Designed for unstructured financial data at scale, with accuracy you can trust.
Interprets complex applications, statements, disclosures, and diverse financial documents with high precision.
Cross-validates data across sources to surface inconsistencies, risks, and exceptions early in the process.
Compliance-First Arch.
Built to meet regulatory and audit expectations without slowing operations.
Explainable, policy-aware actions with end-to-end traceability for audits and reviews.
Secure, auditable workflows aligned with internal controls, governance, and regulatory standards.
Want to listen to our
Voice AI agents in action?
Get a personalized demo to see how Nurix powers human-like voice AI conversations at scale.
