Mortgage CRM
Organize leads, borrower relationships and production.
Technology
The Evolution Of A Mortgage Operating System
The technology behind build. began with the daily realities of mortgage production and has grown into a connected operating environment spanning borrower workflow, production, analysis, documents, analytics, integrations and developing intelligence.
Product Evolution
From Mortgage CRM To The Daily Mortgage Operating Pulse
The technology behind build. has evolved from mortgage CRM functionality into a broader operating environment that brings more of the originator’s day together without turning each capability into a disconnected system.
Mortgage Operating System
Connect LeadBox, production, Funded History, Broker Tools, documents, reminders, analytics and integrations.
Mortgage Intelligence
Bring market context and mortgage-focused intelligence closer to daily production decisions and workflow.
Web CRM / Mortgage OS
Extend the established build. operating environment into the browser as the next delivery surface.
Daily Operating Environment
More Of The Mortgage Professional's Day, In One Place
build. is evolving toward an environment that can surface the day's borrower relationships, active production, follow-up, analysis, documents, integrations, market context and mortgage-focused intelligence without turning each function into a separate system.
Borrower Relationships
LeadBox, history and future opportunities
Active Production
Working, Pre-Submission, pipeline and funded
Follow-Up
Reminders and retained relationship context
build.Daily Mortgage
Operating Pulse
Operating Pulse
Mortgage Analysis
Broker Tools and borrower-facing output
Documents
Document Lists and borrower file context
Operating Visibility
Analytics, lead sources and marketing context
Market Context
Market Intel • Development track
Mortgage Intelligence
Governed Desktop Intelligence development and feedback
Purpose-Built Mortgage Software
build. is built around mortgage relationships, production stages, loan opportunities and mortgage-specific tools rather than adapted from a generic sales workflow.
Protected SQL-Backed Operations
Operational mortgage data is maintained in a protected server-managed SQL-backed environment with layered access boundaries.
Desktop Today, Web Next
Desktop is the current operating environment. The online portal is the next delivery surface, in development as an extension of build.