Big Purple Dot (BPD), a CRM and Data Intelligence platform for mortgage and real estate professionals, released a major new AI capability built directly into its proprietary CRM infrastructure to deliver real-time intelligence, compliance and automation.
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, execution speed and enterprise-grade data security — with every algorithm, process and outcome belonging exclusively to BPD and its clients.
“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.”
