Big Purple Dot Releases Proprietary AI Feature Built Into Its CRM — Transforming How Mortgage Professionals Work

IRVINE, Calif.--(BUSINESS WIRE)--Big Purple Dot (BPD), the industry-leading CRM and Data Intelligence platform for mortgage and real estate professionals, has released a major new AI capability built directly into its proprietary CRM infrastructure — delivering real-time intelligence, compliance, and automation unlike anything else on the market.

The feature instantly transcribes and analyzes phone calls, turning conversations into precise, actionable next steps with a level of speed and accuracy manual processes can’t match. It also introduces compliance-aware opt-out automation — using AI-powered scoring to detect when a contact’s response signals disengagement, instantly removing them from messaging lists to protect brand reputation and meet evolving regulations.

“This is just the beginning,” said Roxana Davidoff, CEO of Big Purple Dot. “We will continue to keep our AI solutions and technologies proprietary within our own infrastructure — it’s what allows us to push beyond the limits of what the industry believes is possible and define the next era of mortgage technology.”

Unlike most AI tools on the market, BPD’s AI runs on its own private inference infrastructure, fully integrated with its CRM. This means customers get industry-specific automation, unmatched execution speed, and enterprise-grade data security — with every algorithm, process, and outcome belonging exclusively to BPD and its clients. BPD's technology is accelerating quickly with its feature set, and it has AI-powered capabilities in the pipeline that will further transform how mortgage professionals work, connect, and compete.

“We are in a remarkable moment for technology—where ideas that seemed years away are now within reach,” said Aldo Sarmiento, President and CTO of Big Purple Dot. “By embedding AI directly into our CRM, we’re creating intelligent systems that don’t just support workflows — they transform them.”

About Big Purple Dot

Big Purple Dot (BPD) is the leading CRM and Data Intelligence platform for mortgage and real estate professionals. With proprietary AI infrastructure, deep industry integrations, and a relentless focus on innovation, BPD empowers businesses to connect, operate, and grow in ways never before possible. Learn more at www.bigpurpledot.com.