01 / BORROWER RELATIONSHIP
LeadBox And Lead Command Center
Work through Leads, Working, and Pre-Submission. Keep contact details, activity, notes, tasks, and loan opportunities connected to the borrower.
Explore This Workflow →Introducing build. By BTE
Your Mortgage Business.
Built Together.
A full mortgage workspace with a business phone suite, borrower management, production pipelines, analytics, broker tools, and local AI. Meet build. by BTE.
Desktop application · Controlled access
Online portal in development
YOUR MORTGAGE WORKSPACEActive PipelineIllustrative Data
ACTIVE LOANS12
LOAN VOLUME$4.8m
EXPECTED CLOSINGS4
| BORROWER | LOAN AMOUNT | STAGE |
|---|---|---|
| Alex Morgan | $425,000 | Conditional approval |
| Jordan Lee | $380,000 | Initial submission |
| Casey Taylor | $510,000 | Clear to close |
PlankAI workspace
Illustrative product composition · Fictional data · Not a live portal
Borrower-centered
One relationship across multiple loan opportunities.
Connected Workflow
Production, tools, activity, and analytics together.
Permission-aware
Access reflects user roles and assigned workspaces.
build. Phone / Business Phone Suite
The Call Belongs
In The Workflow.
Inbound calls. Outbound conversations. A real desk phone. The borrower record stays part of the conversation.
01
Call From The Lead
Click-to-call with supported desk-phone and headset paths.
02
Handle The Conversation
In-app call controls, configured inbound routing, and voicemail.
03
Keep The Context
History, recordings when available, and requested transcripts linked to lead notes.
The Desktop Platform
The Work Is Connected.
Your Software Should Be, Too.
build. brings the daily mortgage workflow into one application. Features depend on authorized access, configuration, and the installed release.
02 / PRODUCTION
Every Stage Of The Loan
Manage active production by stage, submission dates, expected closings, and loan details. Carry the relationship into funded history and the next opportunity.
Explore This Workflow →03 / BUSINESS PHONE SUITE
Inbound. Outbound. At Your Desk.
Place calls from the borrower workflow, use a configured headset or supported Grandstream desk phone, and bring inbound calls, history, and voicemail into the work.
Explore This Workflow →04 / COMMUNICATIONS INTELLIGENCE
Turn Conversations Into Follow-through
Review call history and voicemail, stream available recordings, and explicitly request transcription into the correctly linked lead’s notes.
Explore This Workflow →05 / PRODUCTION ANALYTICS
See The Business Behind The Pipeline
Review lifetime and year-to-date funding, loan volume, revenue, marketing spend, lead-source costs, and acquisition performance.
Explore This Workflow →06 / BROKER TOOLS
Analyze And Present The Options
Use blended-rate calculations, loan comparisons, document lists, and borrower-facing PDF outputs to support the loan conversation.
Explore This Workflow →07 / LOCAL AI
PlankAI, Inside The Workspace
Use governed local retrieval and reasoning capabilities. Permissions and runtime readiness control availability, with compact activity visibility in the application.
Explore This Workflow →08 / TEAM OPERATIONS
Delegate Work With Defined Authority
Support MLO and assigned LOA workflows through role-based capabilities, workspace assignment, and permissions for operational actions.
Explore This Workflow →09 / CONNECTED RECORDS
Bring Your Lead Systems Together
Use configured Bonzo ingestion, enrichment, and provider history alongside the canonical borrower record. Provider campaigns do not control your loan stages.
Explore This Workflow →10 / IMPORT AND EXPORT
Keep Your Information Useful
Import supported pipeline workbooks, export Leads / Active / Funded in one workbook, and use supported MISMO workflows from the borrower workspace.
Explore This Workflow →11 / DAILY EXECUTION
Tasks, Notes, And Follow-up
Keep task activity, loan notes, daily checks, notifications, recent files, and expected closings close to the production workflow.
Explore This Workflow →12 / MANAGED OPERATIONS
Access, Recovery, And Updates
Use MFA, assigned workspaces, backup health, remote-device trust, and signed desktop updates as part of the managed application environment.
Explore This Workflow →Technology With A Purpose
A Workspace With
Clear Boundaries.
A Windows desktop client connects to server-managed services and PostgreSQL. Identity, permissions, and assigned workspaces govern access to the work.
01Identity And MFA
Authenticator verification and supported recovery flows protect sign-in. Administrative actions have their own authority requirements.
02Central Verification Email
System verification messages use the configured administrative Gmail connection, separate from an individual user’s mailbox.
03Managed Desktop Updates
Signed update packages and release sequences support controlled distribution to compatible installations.
PlankAI
Intelligence Inside
The Workflow.
Local retrieval and reasoning capabilities bring mortgage intelligence into the desktop environment. Access and runtime readiness determine what is available.
- Local RuntimeDesktop capability
- Permission-aware AccessGoverned by user authority
- Activity VisibilityCompact workspace indicator
- Online AI ExperienceFuture scope to be confirmed
Review AI output before acting. AI assistance does not replace professional judgment or required loan review.
Online Portal In DevelopmentOne Product.
One Product.
A New Online Home.
build-crm.app is the planned home of build. and its future online access. Explore the desktop platform today while the browser experience takes shape.
Visit Build-crm.app ↗Available Through The Desktop Application
The mortgage CRM and configured business phone suite for authorized users.
Online Portal In Development
Future application access will live at build-crm.app. Web sign-in is not open yet; web capabilities and launch timing will be announced when confirmed.
BTE Is The Origin. build. Is The Product.
A focused application brand backed by the same development story and ILS Consulting Group ownership.
build. By BTE
See Where The Work Can Go.
Talk with us about the desktop application and what comes next.
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.
One Number Per MLO
build. Phone includes one native business phone number per MLO. The same MLO number supports the configured system workflow; future web and mobile phone access are planned around that number, not additional numbers per device. Web and mobile access are still in development.
Planned individual subscriptions will be no more than $80 per MLO per month. Pro Plus includes the CRM, build. Phone and one native business phone number per MLO within that monthly subscription ceiling. Pro remains the CRM-only plan. Online subscriptions are not available to purchase yet.
View Planned Subscriptions