Intake is not a form. Agents review every submission, flag gaps and risks, and chase missing pieces to a decision-ready file. Your team decides who to take on.
Design, run, measure, and improve in the same system
Describe how a new client should come in, or hand Moxo your intake checklist. The AI builder turns it into a working flow.
Agents review submissions, flag gaps and risks, chase documents, and prep the acceptance summary, grounded in your criteria.
Accept, decline, and pricing calls route to named owners with the file decision-ready. No signup by default.
Prospects complete details, upload documents, and sign through secure magic links. First impression, zero friction.
Each file leaves a trace: what came in, what was flagged, who accepted, and when. Consistent across the team.
Ask what came in this week and where files wait. Answers come from live flows, in plain language.
.webp)
Moxo is built for the trust requirements of serious operations. It includes every control enterprise teams expect: SOC 2 Type II, GDPR, SAML SSO, audit trail, data encryption, role-based access, and more.
