Close More. Chase Less.
Close More. Chase Less.
Close More. Chase Less.
Close More. Chase Less.
System of Action for
Financial Services
All-in-one agentic platform driving conversion, retention, and cross-sell across mortgage and deposits.
All-in-one agentic platform driving conversion, retention, and cross-sell across mortgage and deposits.
Mortgage Growth
Deposit Expansion
Agentic AI
Unified System
Revenue Automation
Next Best Action
Omnichannel Engagement
Cross-Sell Intelligence
Revenue Automation
Next Best Action
The Problem and Solution
The Problem and Solution
The PROBLEM
The PROBLEM
Your Current CRM Responds. It Needs to Act.
Your Current CRM Responds. It Needs to Act.
Financial Services teams juggle disconnected systems. One for leads. One for calls.
Another for marketing. Another for pricing.
The result? Leads go cold. Follow-ups slip. Borrowers leave. Customers churn.
Your technology records activity. It doesn’t move deals forward.
You need a system that runs the pipeline for you.
The SOLUTION
The SOLUTION
One Platform. Every Channel. Mortgage and Deposit - Unified.
One Platform. Every Channel. Mortgage and Deposit - Unified.
Relcu unifies lead management, omnichannel engagement, AI automation, pricing, marketing, and analytics into a single System of Action built for financial services.
Built to support:
Consumer Direct
Retail
Wholesale
All-in-one platform dynamic enough for everything you do.
All-in-one platform dynamic enough for everything you do.
All-in-one platform dynamic enough for everything you do.
Convert: Capture, score, and distribute leads. Engage instantly with AI.
Retain: Identify at-risk borrowers. Automated retention campaigns.
Serve: Lifetime value through intelligent next-best-action.
Our Services
AI That Actually Works Your Leads
AI That Actually Works Your Leads
Not Just Insights. Actions.
Not Just Insights. Actions.
01
Voice AI
AI-powered calls that qualify, nurture, and book appointments
01
Voice AI
AI-powered calls that qualify, nurture, and book appointments
01
Voice AI
AI-powered calls that qualify, nurture, and book appointments
02
SMS AI
Intelligent text conversations that feel human
02
SMS AI
Intelligent text conversations that feel human
02
SMS AI
Intelligent text conversations that feel human
03
Next Best Action
Real-time recommendations for every borrower
03
Next Best Action
Real-time recommendations for every borrower
03
Next Best Action
Real-time recommendations for every borrower
04
Call Transcription
Every conversation captured and summarized
04
Call Transcription
Every conversation captured and summarized
04
Call Transcription
Every conversation captured and summarized
05
AI Summarization
Instant briefs on borrower status and history
05
AI Summarization
Instant briefs on borrower status and history
05
AI Summarization
Instant briefs on borrower status and history
06
Propensity Scoring
Know who's ready to close, refinance, or churn
06
Propensity Scoring
Know who's ready to close, refinance, or churn
06
Propensity Scoring
Know who's ready to close, refinance, or churn
Trusted by
Trusted by
Meet the Team
Abhijat Thakur
CEO & Founder
Abhijat Thakur
CEO & Founder
Sergey Mamyan
Chief Technology Officer
Trip Jendron
Product & Corporate Development
Trip Jendron
Product & Corporate Development
Croom Beatty
BoardMember
Croom Beatty
BoardMember
Sergey Mamyan
Chief Technology Officer
Sergey Mamyan
Chief Technology Officer
Sergey Mamyan
Chief Technology Officer
Croom Beatty
BoardMember
Croom Beatty
BoardMember
Brad Stroh
Board Member
Brad Stroh
Board Member
Brad Stroh
Board Member
Guiding principle
Guiding principle
If you want to build a ship, don't drum up the people to gather wood, divide the work, and give orders. Instead, teach them to yearn for the vast and endless sea.
― Antoine de Saint-Exupéry
If you want to build a ship, don't drum up the people to gather wood, divide the work, and give orders. Instead, teach them to yearn for the vast and endless sea.
― Antoine de Saint-Exupéry
Amazing team members
Amazing team members
Brad Stroh
Board Member
Brad Stroh
Board Member
Our Investors
All-In-One Platform
Stop Stitching Together Point Solutions.
Everything You Need. Nothing You Don't.
Lead Management
Capture Score Distribute Nurture
Omnichannel Communication
Voice SMS Email in one place
Marketing Automation
Campaigns that run themselves
Pricing & Proposals
Integrated pricing engine
Workflow Automation
Rules-based automation across the loan journey
Data Analytics
Real-time insights and reporting
Customer Data Append
Credit Property Public Records Built in
Customer Data Append
Credit Property Public Records Built in
AI
Voice AI SMS AI Next Best Action Scoring
AI
Voice AI SMS AI Next Best Action Scoring
Deeply Specialized for Mortgage and Deposit Teams
Relcu is engineered around the regulatory, operational, and revenue realities of financial institutions — with mortgage and deposit workflows built natively into the platform.
Not a retrofitted CRM. Not a patchwork of disconnected systems.A System of Action purpose-built to execute.
Channels Supported
Consumer Direct
Retail
Wholesale
The Performance Standard
Accelerating Revenue. Maximizing ROI. Defining the Category.
x
Faster Lead Response
Capture revenue before competitors do.
x
Higher Conversion Rates
Turn demand into funded volume.
%
More Loans Closed per LO
Increase revenue per producer
%
Lower Cost per Funded Loan
Maximize return on every marketing dollar.
Testimonials
What Our Customers and Partners Say About Us.
We’ve been with Relcu since the beginning, and they continue to exceed our expectations. Abhi, Sergey, Trip, and the team are responsive, professional, and truly invested in our success. Even as we’ve pushed the platform to its limits, Relcu has remained stable, scalable, and reliable. Their powerful API and new AI capabilities make them a clear leader in customer conversion and retention. It’s been a pleasure to grow alongside them.
Johan Kriegbaum - Beeline
Head of Continuous Improvement
Relcu plays a critical role in our strategy to stay ahead in today’s fast-changing technology landscape. By combining forward-thinking strategy with cutting-edge AI innovation, they empower us to accelerate growth. We value them as a trusted partner driving meaningful transformation.
Dan Stevens - NBKC Bank
SVP Customer Acquisition
With its breadth of integrations and powerful sales automation, Relcu enables mortgage originators and banks to modernize operations, personalize engagement, and drive growth in conversion, retention, and cross-sell.
Neal Kapur- Valley Ventures
Partner
Relcu is a perfect example of how AI is driving true capacity expansion and meaningful cost savings inside of at-scale financial institutions today. We’ve seen their solution creates real ROI for originators in weeks vs months and they have one of the rare fintech platforms with applicability across mortgage, deposit and small business.
Vivek Krishnamurthy - Commerce Ventures
Partner
We’ve been with Relcu since the beginning, and they continue to exceed our expectations. Abhi, Sergey, Trip, and the team are responsive, professional, and truly invested in our success. Even as we’ve pushed the platform to its limits, Relcu has remained stable, scalable, and reliable. Their powerful API and new AI capabilities make them a clear leader in customer conversion and retention. It’s been a pleasure to grow alongside them.
Johan Kriegbaum - Beeline
Head of Continuous Improvement
Relcu plays a critical role in our strategy to stay ahead in today’s fast-changing technology landscape. By combining forward-thinking strategy with cutting-edge AI innovation, they empower us to accelerate growth. We value them as a trusted partner driving meaningful transformation.
Dan Stevens - NBKC Bank
SVP Customer Acquisition
With its breadth of integrations and powerful sales automation, Relcu enables mortgage originators and banks to modernize operations, personalize engagement, and drive growth in conversion, retention, and cross-sell.
Neal Kapur- Valley Ventures
Partner
Relcu is a perfect example of how AI is driving true capacity expansion and meaningful cost savings inside of at-scale financial institutions today. We’ve seen their solution creates real ROI for originators in weeks vs months and they have one of the rare fintech platforms with applicability across mortgage, deposit and small business.
Vivek Krishnamurthy - Commerce Ventures
Partner
We’ve been with Relcu since the beginning, and they continue to exceed our expectations. Abhi, Sergey, Trip, and the team are responsive, professional, and truly invested in our success. Even as we’ve pushed the platform to its limits, Relcu has remained stable, scalable, and reliable. Their powerful API and new AI capabilities make them a clear leader in customer conversion and retention. It’s been a pleasure to grow alongside them.
Johan Kriegbaum - Beeline
Head of Continuous Improvement
Relcu plays a critical role in our strategy to stay ahead in today’s fast-changing technology landscape. By combining forward-thinking strategy with cutting-edge AI innovation, they empower us to accelerate growth. We value them as a trusted partner driving meaningful transformation.
Dan Stevens - NBKC Bank
SVP Customer Acquisition
With its breadth of integrations and powerful sales automation, Relcu enables mortgage originators and banks to modernize operations, personalize engagement, and drive growth in conversion, retention, and cross-sell.
Neal Kapur- Valley Ventures
Partner
Relcu is a perfect example of how AI is driving true capacity expansion and meaningful cost savings inside of at-scale financial institutions today. We’ve seen their solution creates real ROI for originators in weeks vs months and they have one of the rare fintech platforms with applicability across mortgage, deposit and small business.
Vivek Krishnamurthy - Commerce Ventures
Partner
We’ve been with Relcu since the beginning, and they continue to exceed our expectations. Abhi, Sergey, Trip, and the team are responsive, professional, and truly invested in our success. Even as we’ve pushed the platform to its limits, Relcu has remained stable, scalable, and reliable. Their powerful API and new AI capabilities make them a clear leader in customer conversion and retention. It’s been a pleasure to grow alongside them.
Johan Kriegbaum - Beeline
Head of Continuous Improvement
Relcu plays a critical role in our strategy to stay ahead in today’s fast-changing technology landscape. By combining forward-thinking strategy with cutting-edge AI innovation, they empower us to accelerate growth. We value them as a trusted partner driving meaningful transformation.
Dan Stevens - NBKC Bank
SVP Customer Acquisition
With its breadth of integrations and powerful sales automation, Relcu enables mortgage originators and banks to modernize operations, personalize engagement, and drive growth in conversion, retention, and cross-sell.
Neal Kapur- Valley Ventures
Partner
Relcu is a perfect example of how AI is driving true capacity expansion and meaningful cost savings inside of at-scale financial institutions today. We’ve seen their solution creates real ROI for originators in weeks vs months and they have one of the rare fintech platforms with applicability across mortgage, deposit and small business.
Vivek Krishnamurthy - Commerce Ventures
Partner
We’ve been with Relcu since the beginning, and they continue to exceed our expectations. Abhi, Sergey, Trip, and the team are responsive, professional, and truly invested in our success. Even as we’ve pushed the platform to its limits, Relcu has remained stable, scalable, and reliable. Their powerful API and new AI capabilities make them a clear leader in customer conversion and retention. It’s been a pleasure to grow alongside them.
Johan Kriegbaum - Beeline
Head of Continuous Improvement
Relcu plays a critical role in our strategy to stay ahead in today’s fast-changing technology landscape. By combining forward-thinking strategy with cutting-edge AI innovation, they empower us to accelerate growth. We value them as a trusted partner driving meaningful transformation.
Dan Stevens - NBKC Bank
SVP Customer Acquisition
With its breadth of integrations and powerful sales automation, Relcu enables mortgage originators and banks to modernize operations, personalize engagement, and drive growth in conversion, retention, and cross-sell.
Neal Kapur- Valley Ventures
Partner
Relcu is a perfect example of how AI is driving true capacity expansion and meaningful cost savings inside of at-scale financial institutions today. We’ve seen their solution creates real ROI for originators in weeks vs months and they have one of the rare fintech platforms with applicability across mortgage, deposit and small business.
Vivek Krishnamurthy - Commerce Ventures
Partner
We’ve been with Relcu since the beginning, and they continue to exceed our expectations. Abhi, Sergey, Trip, and the team are responsive, professional, and truly invested in our success. Even as we’ve pushed the platform to its limits, Relcu has remained stable, scalable, and reliable. Their powerful API and new AI capabilities make them a clear leader in customer conversion and retention. It’s been a pleasure to grow alongside them.
Johan Kriegbaum - Beeline
Head of Continuous Improvement
Relcu plays a critical role in our strategy to stay ahead in today’s fast-changing technology landscape. By combining forward-thinking strategy with cutting-edge AI innovation, they empower us to accelerate growth. We value them as a trusted partner driving meaningful transformation.
Dan Stevens - NBKC Bank
SVP Customer Acquisition
With its breadth of integrations and powerful sales automation, Relcu enables mortgage originators and banks to modernize operations, personalize engagement, and drive growth in conversion, retention, and cross-sell.
Neal Kapur- Valley Ventures
Partner
Relcu is a perfect example of how AI is driving true capacity expansion and meaningful cost savings inside of at-scale financial institutions today. We’ve seen their solution creates real ROI for originators in weeks vs months and they have one of the rare fintech platforms with applicability across mortgage, deposit and small business.
Vivek Krishnamurthy - Commerce Ventures
Partner
We’ve been with Relcu since the beginning, and they continue to exceed our expectations. Abhi, Sergey, Trip, and the team are responsive, professional, and truly invested in our success. Even as we’ve pushed the platform to its limits, Relcu has remained stable, scalable, and reliable. Their powerful API and new AI capabilities make them a clear leader in customer conversion and retention. It’s been a pleasure to grow alongside them.
Johan Kriegbaum - Beeline
Head of Continuous Improvement
Relcu plays a critical role in our strategy to stay ahead in today’s fast-changing technology landscape. By combining forward-thinking strategy with cutting-edge AI innovation, they empower us to accelerate growth. We value them as a trusted partner driving meaningful transformation.
Dan Stevens - NBKC Bank
SVP Customer Acquisition
With its breadth of integrations and powerful sales automation, Relcu enables mortgage originators and banks to modernize operations, personalize engagement, and drive growth in conversion, retention, and cross-sell.
Neal Kapur- Valley Ventures
Partner
Relcu is a perfect example of how AI is driving true capacity expansion and meaningful cost savings inside of at-scale financial institutions today. We’ve seen their solution creates real ROI for originators in weeks vs months and they have one of the rare fintech platforms with applicability across mortgage, deposit and small business.
Vivek Krishnamurthy - Commerce Ventures
Partner
We’ve been with Relcu since the beginning, and they continue to exceed our expectations. Abhi, Sergey, Trip, and the team are responsive, professional, and truly invested in our success. Even as we’ve pushed the platform to its limits, Relcu has remained stable, scalable, and reliable. Their powerful API and new AI capabilities make them a clear leader in customer conversion and retention. It’s been a pleasure to grow alongside them.
Johan Kriegbaum - Beeline
Head of Continuous Improvement
Relcu plays a critical role in our strategy to stay ahead in today’s fast-changing technology landscape. By combining forward-thinking strategy with cutting-edge AI innovation, they empower us to accelerate growth. We value them as a trusted partner driving meaningful transformation.
Dan Stevens - NBKC Bank
SVP Customer Acquisition
With its breadth of integrations and powerful sales automation, Relcu enables mortgage originators and banks to modernize operations, personalize engagement, and drive growth in conversion, retention, and cross-sell.
Neal Kapur- Valley Ventures
Partner
Relcu is a perfect example of how AI is driving true capacity expansion and meaningful cost savings inside of at-scale financial institutions today. We’ve seen their solution creates real ROI for originators in weeks vs months and they have one of the rare fintech platforms with applicability across mortgage, deposit and small business.
Vivek Krishnamurthy - Commerce Ventures
Partner
We’ve been with Relcu since the beginning, and they continue to exceed our expectations. Abhi, Sergey, Trip, and the team are responsive, professional, and truly invested in our success. Even as we’ve pushed the platform to its limits, Relcu has remained stable, scalable, and reliable. Their powerful API and new AI capabilities make them a clear leader in customer conversion and retention. It’s been a pleasure to grow alongside them.
Johan Kriegbaum - Beeline
Head of Continuous Improvement
Relcu plays a critical role in our strategy to stay ahead in today’s fast-changing technology landscape. By combining forward-thinking strategy with cutting-edge AI innovation, they empower us to accelerate growth. We value them as a trusted partner driving meaningful transformation.
Dan Stevens - NBKC Bank
SVP Customer Acquisition
With its breadth of integrations and powerful sales automation, Relcu enables mortgage originators and banks to modernize operations, personalize engagement, and drive growth in conversion, retention, and cross-sell.
Neal Kapur- Valley Ventures
Partner
Relcu is a perfect example of how AI is driving true capacity expansion and meaningful cost savings inside of at-scale financial institutions today. We’ve seen their solution creates real ROI for originators in weeks vs months and they have one of the rare fintech platforms with applicability across mortgage, deposit and small business.
Vivek Krishnamurthy - Commerce Ventures
Partner
We’ve been with Relcu since the beginning, and they continue to exceed our expectations. Abhi, Sergey, Trip, and the team are responsive, professional, and truly invested in our success. Even as we’ve pushed the platform to its limits, Relcu has remained stable, scalable, and reliable. Their powerful API and new AI capabilities make them a clear leader in customer conversion and retention. It’s been a pleasure to grow alongside them.
Johan Kriegbaum - Beeline
Head of Continuous Improvement
Relcu plays a critical role in our strategy to stay ahead in today’s fast-changing technology landscape. By combining forward-thinking strategy with cutting-edge AI innovation, they empower us to accelerate growth. We value them as a trusted partner driving meaningful transformation.
Dan Stevens - NBKC Bank
SVP Customer Acquisition
With its breadth of integrations and powerful sales automation, Relcu enables mortgage originators and banks to modernize operations, personalize engagement, and drive growth in conversion, retention, and cross-sell.
Neal Kapur- Valley Ventures
Partner
Relcu is a perfect example of how AI is driving true capacity expansion and meaningful cost savings inside of at-scale financial institutions today. We’ve seen their solution creates real ROI for originators in weeks vs months and they have one of the rare fintech platforms with applicability across mortgage, deposit and small business.
Vivek Krishnamurthy - Commerce Ventures
Partner
We’ve been with Relcu since the beginning, and they continue to exceed our expectations. Abhi, Sergey, Trip, and the team are responsive, professional, and truly invested in our success. Even as we’ve pushed the platform to its limits, Relcu has remained stable, scalable, and reliable. Their powerful API and new AI capabilities make them a clear leader in customer conversion and retention. It’s been a pleasure to grow alongside them.
Johan Kriegbaum - Beeline
Head of Continuous Improvement
Relcu plays a critical role in our strategy to stay ahead in today’s fast-changing technology landscape. By combining forward-thinking strategy with cutting-edge AI innovation, they empower us to accelerate growth. We value them as a trusted partner driving meaningful transformation.
Dan Stevens - NBKC Bank
SVP Customer Acquisition
With its breadth of integrations and powerful sales automation, Relcu enables mortgage originators and banks to modernize operations, personalize engagement, and drive growth in conversion, retention, and cross-sell.
Neal Kapur- Valley Ventures
Partner
Relcu is a perfect example of how AI is driving true capacity expansion and meaningful cost savings inside of at-scale financial institutions today. We’ve seen their solution creates real ROI for originators in weeks vs months and they have one of the rare fintech platforms with applicability across mortgage, deposit and small business.
Vivek Krishnamurthy - Commerce Ventures
Partner
We’ve been with Relcu since the beginning, and they continue to exceed our expectations. Abhi, Sergey, Trip, and the team are responsive, professional, and truly invested in our success. Even as we’ve pushed the platform to its limits, Relcu has remained stable, scalable, and reliable. Their powerful API and new AI capabilities make them a clear leader in customer conversion and retention. It’s been a pleasure to grow alongside them.
Johan Kriegbaum - Beeline
Head of Continuous Improvement
Relcu plays a critical role in our strategy to stay ahead in today’s fast-changing technology landscape. By combining forward-thinking strategy with cutting-edge AI innovation, they empower us to accelerate growth. We value them as a trusted partner driving meaningful transformation.
Dan Stevens - NBKC Bank
SVP Customer Acquisition
With its breadth of integrations and powerful sales automation, Relcu enables mortgage originators and banks to modernize operations, personalize engagement, and drive growth in conversion, retention, and cross-sell.
Neal Kapur- Valley Ventures
Partner
Relcu is a perfect example of how AI is driving true capacity expansion and meaningful cost savings inside of at-scale financial institutions today. We’ve seen their solution creates real ROI for originators in weeks vs months and they have one of the rare fintech platforms with applicability across mortgage, deposit and small business.
Vivek Krishnamurthy - Commerce Ventures
Partner
Who it's For
Who it's For
Built for Your Entire Team
Built for Your Entire Team
Loan Officers
Close more. Chase less.
AI handles follow-ups so you focus on borrowers ready to close
Loan Officers
Close more. Chase less.
AI handles follow-ups so you focus on borrowers ready to close
Sales Leaders
Every lead worked. Every time.
Full vsibility and automation across your entire team
Sales Leaders
Every lead worked. Every time.
Full vsibility and automation across your entire team
Marketers
Campaigns that convert.
Omnichannel execution with built-in attribution.
Marketers
Campaigns that convert.
Omnichannel execution with built-in attribution.
Marketers
Campaigns that convert.
20 website
Enterprise
Scale without complexity.
One platform across all channels and business lines.
Enterprise
Scale without complexity.
One platform across all channels and business lines.
AI Agents
Never sleeps. Never forgets.
Calls, texts, follows up, qualifies leads, and keeps every deal moving.
AI Agents
Never sleeps. Never forgets.
Calls, texts, follows up, qualifies leads, and keeps every deal moving.