Mortgage-Focused Intelligence Shaped Inside The Workflow
PlankAI provides governed local retrieval and reasoning capabilities within the build. desktop environment. Availability follows assigned permissions and runtime readiness. Online AI capabilities remain future scope.
Workflow Assistance
Help mortgage professionals navigate relevant workflow context and structured mortgage information inside the operating environment.
Production-Support Intelligence
Develop intelligence around the actual mortgage-production context rather than positioning build. as a generic consumer assistant.
Governed Desktop Intelligence
Local desktop capabilities and developing advanced intelligence must be distinguished; broader online availability has not been announced.
Assistance—Not Underwriting Authority
PlankAI / Mortgage Intelligence is not presented as autonomous underwriting, loan approval, compliance determination, or a guarantee of accuracy. Desktop PlankAI capabilities do not imply autonomous decisions or announced web feature parity.
AI Transcription & Call Summaries
In the supported desktop workflow, request transcription for eligible recorded calls or voicemail. Use the transcript to prepare an AI-assisted call-summary draft covering the conversation, stated mortgage information and follow-up. Review the draft against the conversation before approving it.
Recording and transcription require the applicable permissions, consent and configured services. AI output can contain errors; it does not replace professional judgment, underwriting or compliance review. Summaries are not guaranteed for every call, and online availability is not announced.