PropTech · Finance · USA
Mirabilis AI Finance
- Client
- Mirabilis
- Year
- 2025
- Services
- AI agents · Product design · UX/UI · Conversion flows
Overview
Pre-qualification is where trust is won or lost. For Mirabilis we designed AI Financial Readiness: a guided flow that explains income, debt, payment range and next documents in plain language — so buyers feel ready to talk, not overwhelmed by forms.
The challenge
Finance UIs either scare buyers with jargon or oversimplify into useless optimism. The experience had to feel warm and Mirabilis-branded while staying honest about readiness and document gaps.
Our approach
We prototyped a step-based readiness agent inside Mirabilis’s product language: soft credit-band guidance (no hard-pull theater), estimated payment ranges, document checklist with AI status, and clear CTAs to talk to an advisor. The demo focuses on explainability and conversion — fewer abandoned forms, clearer “ready vs needs docs” states before a human call.
- AI
- Finance
- PropTech
- Conversion
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