AIVI
Embed AIVI
Industries

Built around the work your customers need.

Finance and mortgage first. Explore the customer workflow, the human handoffs, and the evidence for your industry.

Explore the work ↓
A WORKFLOW FOR EACH CUSTOMER
Mortgage

Borrower enquiry

Customer context
Next action
Your team

Borrower enquiry

ILLUSTRATION
The workflow comes first

Give your loan officers more time with borrowers.

Follow-up should move the application forward. It should not leave the loan officer chasing the same missing page.

Explore this industry
A lending workflow

From new lead to a prepared loan-officer handoff.

Qualification, a human conversation, and the work that follows. See what moves forward at each step.

ILLUSTRATIVE WORKFLOW01 / 07
CUSTOMER

Enquiry received

Illustration only
AIVI + YOUR TEAM

Capture the lead.

Bring the enquiry into the workflow.

Your team sees the source and contact details.

Ready to qualify
WHAT MOVES FORWARD
01 / ARTIFACT

Lead details

Contact details
Lead source
Next action

This illustrates a workflow to review with your team. Product matching, licensing checks, conferencing, document intake, and package preparation require deployment confirmation. The loan officer retains lending decisions.

Measure the handoff. Then measure the work saved.

Use one cohort and one reporting period. Review conversion separately from time saved. Document completion is measured per file.

Conversion

–Qualification rateQualified per rubric ÷ completed conversations
–Transfer rateAccepted transfers ÷ leads contacted

Work and capacity

–Document completionDocuments received ÷ documents requested, per file
– hAdmin capacity returned(Minutes before − after) × cases ÷ 60
Model your own workflow +

Your inputs only. These are not AIVI results or a forecast.

Mortgage lending

Follow-up should move the application forward. It should not leave the loan officer chasing the same missing page.

Insurance

A new loss, an endorsement request and a renewal question need different work. The customer should not have to start again at every handoff.

Debt resolution

An unanswered enquiry, a wrong-party response and an active customer cannot share the same follow-up sequence.

Home services

Answering the enquiry is the start. The address, job details, appointment window and customer confirmation still have to reach dispatch.

Contact centers

A score is useful when the supervisor can see what happened, who needs help and what to review next.

Your next step

Get your AI readiness review.

Start with the follow-up, service or admin taking time from your team. We’ll identify the work to review and how it fits your current systems.

Find the work you can automate