LeadBox & Production
Keep borrower relationships, multiple loan opportunities, working stages, active production and funded history together.
BTE / Introducing build.
Mortgage Technology.
Powered By build.
From First Lead To Funded Relationship—And The Next Opportunity
build. is a built mortgage CRM and Mortgage Operating System that keeps borrower relationships, loan opportunities, production stages, documents, analysis, reminders, analytics, and connected workflow together instead of scattering them across disconnected tools.
The Application Behind The Technology
We’re Proud To Introduce build.
Our mortgage CRM and operating environment now has a focused product identity. The borrower lifecycle, production tools, retained history, analytics, and protected workflows continue—with a business phone suite and local PlankAI inside the experience.
build. Exists Today
Desktop is the current mortgage operating environment. The Web CRM is the next release surface.Borrower Lifecycle
build. Tracks The Borrower—Not Just The Transaction
LeadBox keeps the relationship at the center while working stages, active production, funding, retained history, reminders, and future mortgage opportunities stay connected around it.
Lead Sources / BonzoBring lead activity into the working environment.
LeadBoxBorrower relationship, contact context, notes, documents and history.
Working / Pre-SubmissionFocus current opportunities before active production.
Active PipelineCarry the loan opportunity through active production.
FundedClose the transaction without losing the relationship.
Future OpportunitiesRetain context for refinance, purchase and later mortgage needs.
Relationship ContinuesFuture opportunity can become active production again
Mortgage Operating Depth
The Work Around The Borrower Stays Connected
LeadBox, production, funded history, Broker Tools, reminders, documents, analytics and integrations are designed to work as one mortgage operating environment.
LeadBox
Keep borrower contact context, notes, documents, search, working stages and relationship history in one operating center.
Production Pipeline
Move loan opportunities through Working, Pre-Submission, active production and funding without losing the borrower story.
Funded History
Funded does not mean forgotten. Keep prior production useful for future refinance, purchase and relationship follow-up.
Built-In Reminders
Keep follow-up and future opportunities visible instead of relying entirely on memory or disconnected calendars.
Broker Tools
Document Lists, Blended Rate analysis, Loan Comparison and professional borrower-facing PDF workflows support better conversations.
Analytics
See production activity, lead-source context, funded performance, marketing-cost context and operational trends more clearly.
Connected Workflow
Bring approved lead and production integrations closer to the borrower workflow without exposing sensitive provider controls.
Advanced Intelligence
Local PlankAI brings governed mortgage intelligence into the desktop workflow. Broader Market Intel capabilities remain a development track.
Mortgage-specific Tools
The Calculator Isn't The Whole Product
build. connects mortgage analysis, document guidance and borrower-facing output to the broader production workflow instead of treating every tool as a disconnected utility.
Explore Broker ToolsRelease Direction
Live Desktop Alpha. Online Access In Development.
build. is already operating as a desktop application. Browser access is the next delivery surface and is in development.
Live Alpha
build. Desktop
Mortgage Broker Operating System — live and running for approved alpha users now.
In Development
Online Portal
Browser access is in development. Join the waitlist for availability and planned Pro, Pro Plus and Enterprise offerings.
Desktop Capability
PlankAI
Local retrieval, reasoning and supported call-summary drafts assist desktop work. Review AI output before use.
Explore The Work Inside build.
Marketing & Analytics
Track acquisition sources, lead costs, marketing spend and funded production.
build. Phone & AI Notes
Handle inbound and outbound conversations, voicemail, requested transcription and reviewed summary drafts.
Protection & Teamwork
Use MFA, assigned workspaces, delegated access, server-managed records and managed desktop updates.