bevri.ai
- Company typePrivate
- Founded-
- HeadquartersNew York, United States
- Headcount—
- GTM typeB2B
- OfferingSoftware
bevri.ai firmographics
Firmographics- Name
- bevri.ai
- Legal name
- bevri, LLC
- Website
- https://bevri.ai
- Company type
- Private
- Operating status
- Operating
- Ownership category
- akta.pro rank
bevri.ai industry classification
Industry- Product category
- Mortgage Loan Origination Software
- NAICS
- Activities Related to Credit Intermediation (5223)
- SIC
- Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Automated Underwriting Systems (AUS) & Decisioning Engines (FSALALAB)
- akta.pro secondary industries
- Document Collection, eClose & eSignature (Mortgage Closing Tech) (FSALALAE), Quality Control (QC), Compliance & Audit Tools for Underwriting (FSALALAL), Income, Employment & Asset Verification (VOI/VOE/VOA) (FSALALAF)
Keywords
Where bevri.ai is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
bevri.ai business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- CRM Subscription: Core CRM platform subscription at $99 per 28-day billing cycle. Includes full pipeline and contact management, automated drip campaigns, calendar and appointment booking, team collaboration tools, reporting and analytics.
- AI Voice & SMS Add-ons: Usage-based AI Voice minutes and SMS texts available in three tiers (Minimal, Operator, Dominate). Additional consumption available at higher tiers with white-label branding and custom agent configuration options.
- Enterprise Custom Solutions: Custom pricing for large teams with tailored volume, dedicated support, and custom integrations. Revenue derived from annual or multi-year contracts.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | bevri CRM - Core platform subscription for mortgage professionals |
| Usage-based | Monthly | AI Voice & SMS Minimal - Entry tier with 250 AI Voice minutes and 2,500 SMS texts |
| Usage-based | Monthly | AI Voice & SMS Operator - Mid-tier with 500 AI Voice minutes and 5,000 SMS texts plus white-label |
| Usage-based | Monthly | AI Voice & SMS Dominate - Top tier with 1,000 AI Voice minutes and 10,000 SMS texts |
| Subscription | Multi-year contract | Enterprise - Custom solutions for large teams and organizations |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels2 records
bevri.ai product offering
Product offeringCore offering
bevri.ai provides an AI-powered loan origination SaaS platform for the mortgage industry, combining a CRM with pipeline management, URLA 1003 form automation with MISMO 3.4 compliance, AI Voice and SMS communication, document intelligence with OCR, and a proprietary bevriLLM model for underwriting support. The platform automates the end-to-end mortgage lifecycle from lead capture to closing, processing elements including intelligent lead qualification, document classification, real-time underwriting, and client communication.
Product overview
bevri.ai is an AI-powered loan origination platform that offers a unified portfolio of products for the mortgage industry. The core offering consists of bevri CRM (a complete CRM platform for mortgage professionals at $99/28 days) with optional AI Voice & SMS add-on plans (Minimal, Operator, and Dominate tiers ranging from $99-$499/28 days). Underlying the CRM are integrated modules including URLA 1003 Automation (MISMO 3.4 compliant), BevriLLM AI Assistant (RAG-based conversational AI), Document Intelligence (OCR pipeline), Pipeline Management (Kanban workflow orchestration), and a Vendor API Platform. In February 2026, the company launched its Agentic AI-powered Point-of-Sale platform for mortgage originators. The platform serves mortgage professionals (6M+ loans processed annually), with planned expansion into real estate (2026), insurance (2026), and legal technology (2027).
Differentiator
Problem solved
Functional benefit
Products and services
- bevri CRM Complete CRM platform for mortgage professionals offering full pipeline and contact management, automated drip campaigns, calendar and appointment booking, team collaboration tools, client portal access, document management, reporting and analytics, and mobile app access, priced at $99 per 28-day billing cycle.
- AI Voice & SMS AI-powered voice and SMS communication add-on for lead nurturing and client communication, offering AI Voice Minutes, SMS Texts, AI Voice and SMS Text Agents, automations for lead nurturing, live appointment booking, and white-label branding across Minimal, Operator, and Dominate tiers.
- Bevri Point-of-Sale Platform Agentic AI-powered Point-of-Sale platform designed to automate mortgage loan origination processes, including data collection, income calculations, and underwriting logic in real time. Initial deployment at NEXA Lending, the nation's largest mortgage brokerage.
Quantifiable outcome
- 6× faster loan processing
- +3 more outcomes
Companies that use bevri.ai
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles3 records
bevri.ai technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature7 records
bevri.ai partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered flagship and core.
- FSBO.comflagshipFSBO.com relaunched its platform leveraging Bevri.ai technology to integrate loan officers, real estate agents, and sellers in the home buying/selling process. Bevri.ai's embedded agentic AI guides transactions and reduces friction in the real estate transaction model.
- TidalwavecoreTidalwave provides the underlying AI technology powering Bevri's agentic AI Point-of-Sale platform. The platform is specifically powered by TidalWave technology for mortgage loan origination automation. A joint study by Tidalwave and Columbia University showed their SOLO AI agent achieved 84% accuracy in mortgage underwriting vs 71% for Claude 4.5.
- Fannie MaecoreBevri's platform integrates with Fannie Mae systems for underwriting findings and compliance checking. FNMA 3.2 export capabilities are included in the URLA 1003 automation module.
- Freddie MaccoreBevri's platform integrates with Freddie Mac systems for underwriting findings and compliance checking alongside Fannie Mae integration.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
bevri.ai competitors and assessment
Company assessmentDirect peers
- Roostify: Roostify provides a digital mortgage POS and origination platform for lenders, competing head-to-head with bevri.ai on point-of-sale, document collection, and workflow automation for loan originators and mortgage brokers.
- Blend: Blend is a direct competitor in AI-powered mortgage and consumer banking origination, offering a POS platform for lenders with workflow automation and document intelligence — the same product wedge bevri.ai is pursuing for mortgage LOs.
- SimpleNexus: SimpleNexus (now part of ICE Mortgage Technology) is a leading mortgage POS platform for loan originators and real estate agents, directly comparable to bevri.ai's core offering and now backed by the dominant LOS incumbent.
- Maxwell: Maxwell is a direct peer offering a mortgage POS and lender automation platform purpose-built for community banks, credit unions, and mortgage brokerages — overlapping squarely with bevri.ai's SMB mortgage segment.
Regional players
- Lendio: Lendio operates a small-business loan broker marketplace with workflow and CRM tooling — comparable to bevri.ai's platform model of broker enablement, but oriented toward SMB non-mortgage credit rather than residential mortgage.
Broad incumbents
- ICE Mortgage Technology: ICE Mortgage Technology (Encompass) is the dominant incumbent loan origination system serving virtually every U.S. mortgage lender — broad overlap with bevri.ai's workflow automation, but at massive scale and with deeply embedded lender integrations.
- Rocket Pro: Rocket Pro TPO is Rocket Mortgage's broker channel, providing technology, marketing, and operations support to mortgage brokers — an incumbent with comparable go-to-market targeting of bevri.ai's SMB brokerage segment.
Emerging players
- Arive: Arive provides a modern LOS and POS for mortgage professionals with an emphasis on brokerages and small lenders — closely comparable to bevri.ai's target segment and feature set.
- Tidalwave: Tidalwave is both bevri.ai's technology partner and an emerging competitor — its SOLO AI agent powers bevri's POS platform but also competes directly with bevriLLM for AI-driven mortgage underwriting automation.
- HomeCaptain: HomeCaptain is an emerging mortgage and real estate platform that combines affordability tools, agent-buyer matching, and lender integrations — overlapping with bevri.ai's stated expansion into the real estate vertical.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
bevri.ai compliance and trust
Trust signalCompliance2 records
bevri.ai financial estimates
Financial estimateRevenue estimate
Valuation estimate
bevri.ai leadership team
Management profileNumber of profiles
Profiles1 record
bevri.ai funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
bevri.ai M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about bevri.ai
What does bevri.ai do?
bevri.ai provides an AI-powered loan origination SaaS platform for the mortgage industry, combining a CRM with pipeline management, URLA 1003 form automation with MISMO 3.4 compliance, AI Voice and SMS communication, document intelligence with OCR, and a proprietary bevriLLM model for underwriting support. The platform automates the end-to-end mortgage lifecycle from lead capture to closing, processing elements including intelligent lead qualification, document classification, real-time underwriting, and client communication.
Is bevri.ai a public or private company?
bevri.ai is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was bevri.ai founded?
bevri.ai was founded in -1.
Where is bevri.ai based?
bevri.ai is headquartered in New York, United States, in the North America region.
How does bevri.ai make money?
Three revenue lines are on record. CRM Subscription is the primary driver. The others are AI Voice & SMS Add-ons and enterprise Custom Solutions.
Who are bevri.ai's main competitors?
Direct peers on record are Roostify, Blend, SimpleNexus and Maxwell. Lendio is listed as a regional player. Broad incumbents are ICE Mortgage Technology and Rocket Pro. Emerging players are Arive, Tidalwave and HomeCaptain.
Does bevri.ai have an API?
Yes. RESTful API with 18+ documented endpoints, API key authentication, HMAC-signed webhooks, sandbox environment, and developer portal. Enables external integrations for loan origination automation. Developer documentation is at app.bevri.ai/login.
What industry is bevri.ai in?
bevri.ai's product category is Mortgage Loan Origination Software. Its primary akta.pro industry code is FSALALAB, Automated Underwriting Systems (AUS) & Decisioning Engines, with a secondary code of FSALALAE, Document Collection, eClose & eSignature (Mortgage Closing Tech). Its NAICS code is 5223 and its SIC code is 7374.