Addy AI - AI for Mortgage Pros

About

Addy AI is an AI-powered platform that transforms the way mortgage professionals process loans. From reviewing files to searching guidelines, from pricing loans to answering questions in real time, Addy AI helps you work faster and smarter.

With our Chrome extension, you also get a sidebar that connects to your LOS, CRM, and other websites you already use, making Addy AI available everywhere you work.

Why Addy AI?

Loan officers and processors spend hours on repetitive work — reviewing documents, checking guidelines, pricing loans, and chasing conditions. Addy AI automates these workflows so you can focus on closing loans.

Our AI Loan Processing Checklist instantly reviews files, flags missing documents, and surfaces underwriting conditions. The Guideline Search lets you ask any loan program question and get fast, accurate answers. The Pricing Tool helps you quote rates and scenarios on the fly. And with the Addy AI Sidebar, you can ask questions or run workflows while inside your LOS or CRM.

Key Benefits

- AI Loan Processing Checklist: Review files automatically, track tasks, and clear conditions faster.
- Guideline Search: Ask guideline questions and get instant, reliable answers.
- Loan Pricing: Price loans and compare options directly in Addy AI.
- Sidebar Assistant: Ask questions, run checklists, or price loans without leaving your LOS or CRM.
- Seamless Connectors: Pull in documents and data from LOS, CRM, and other websites to enhance workflows.
- Compliance Ready: Audit trails and accurate documentation for every file.

How It Works

- Upload a loan file or connect your LOS/CRM.
- Addy AI runs the AI Loan Processing Checklist automatically.
- Ask guideline questions or borrower-specific scenarios with AI-powered Q&A.
- Price loans instantly and share results with borrowers or teammates.
- Use the Addy AI Sidebar in Chrome to access features inside any website.

Features

- AI Loan Processing Checklist (automated task generation)
- LOS and CRM integration connectors
- Document recognition and classification
- AUS findings extraction and mapping
- Borrower doc request email generation
- AI Guideline Search and Q&A
- Loan Pricing Engine
- Chrome Sidebar for in-workflow AI assistance
- Customizable checklist tasks
- Full audit trail for compliance
- Real-time dashboard filters

Important Note

Your connected data is used only to power Addy AI workflows. We do not sell or share your data. Security and compliance are built into the platform.

Let Addy AI be your:
- AI Loan Processing Assistant
- AI Guideline Researcher
- AI Loan Pricing Tool
- Always-on Sidebar Assistant

Addy AI brings everything into one platform, so you spend less time clicking and more time closing loans.