From paper to mortgage in one click
A platform that digitizes the entire credit brokerage workflow: guided data collection, AI-organized documents, and automatically generated bank reports.
| Cliente | Nexora |
|---|---|
| Industry | Credit Brokerage |
| Anno | 2025 |
| Durata | 12 months |
- UX/UI Design and guided flows
- Web platform development
- AI integration for document analysis
- Document management automation
- Cloud architecture and database
Ali is the tailor-made management software we developed for Nexora to revolutionize the daily work of credit consultants. It replaces paper, pen, and manual archives with a guided digital workflow, powered by artificial intelligence to suggest the best products and automatically draft reports for banks.
A sector still tied to paper and pen
Credit brokerage involves complex practices: each client requires dozens of documents, detailed financial analyses, and personalized reports for banks. Managing everything manually means losing time, risking errors, and limiting the number of clients served.
- Data collection during appointments on paper, then transcribed manually
- Manual and scattered document archiving
- Considerable time spent analyzing documents and calculating financial metrics
- Manual drafting of reports to be sent to banks, with risk of inaccuracies
- 1
Discovery
We mapped the consultant's entire workflow, from initial contact to the notary deed, to identify bottlenecks and automation opportunities.
- 2
Design
Designed a guided flow that accompanies the consultant step-by-step, replacing scattered sheets with intuitive forms that automatically save every piece of data.
- 3
Development
Modular implementation: first the core functionalities (acquisition, documents, analysis), then AI integration for product suggestions and report generation.
- 4
Launch
Production release with team training and continuous support to optimize usage and address any critical issues.
An intelligent digital ecosystem for the consultant
Ali centralizes everything in a single platform: from the first appointment form to the final report for the bank. The AI analyzes documents, extracts key data, suggests the most suitable products, and generates the report text, leaving the consultant with final control and client relationship management.
Guided flow and digital forms
Structured data collection during the appointment with automatic saving. No more transcriptions, no more lost sheets.
AI-organized documents
Documents received via email are recognized, renamed, and automatically archived in the correct structure for each client.
Intelligent product suggestions
The AI analyzes the client's profile and partner banks' policies to recommend the most suitable financial and insurance products, with clear reasoning.
Auto-generated bank reports
The report to be sent to the bank is pre-filled and enriched with a coherent narrative of the client's situation, generated by the AI. The consultant reviews and customizes it before sending.
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