PlaniPret Mobile

Planiprêt Mobile is the professional application for mortgage brokers, advisors, and other authorized users of the Planiprêt network. It combines VoIP telephony, professional messaging, call history, and the AVA Assistant in a single mobile interface.

KEY FEATURES

Professional VoIP Telephony
Make and receive calls with your professional line, wherever you are. The application supports incoming calls and associated notifications, including in the background when the device configuration allows.

Professional Messaging
Send and receive messages related to your professional activity directly within the application.

Authorized History and Recordings
View your call history, recordings accessible to your account, and available transcripts, in accordance with applicable permissions and policies.

AVA Assistant
AVA can generate summaries, highlight key points of a conversation, and help prepare professional follow-ups.

Maestro Synchronization
Eligible communications can be synchronized with Maestro to complete client records, call data, recordings, and associated summaries.

Microsoft 365 Integration
Connect your Microsoft account to access the calendar, contacts, and email features offered within the application.

Contact Management
Consult the Planiprêt directory and authorized business contacts to quickly identify your contacts.

Smart Notifications
Receive alerts for calls, new messages, reminders, and available summaries.

RESTRICTED ACCESS

Planiprêt Mobile is reserved for brokers, advisors, and other authorized users of the Planiprêt network. An active account provided by the administrator is required. The application does not allow public registration.

PRIVACY AND SECURITY

Planiprêt Mobile does not use data for advertising purposes and does not sell personal information. Consult the privacy policy to learn about the categories of data processed, their uses, the suppliers involved, and the applicable protection measures.