Addy AI automates borrower communication, document review, and loan preparation for mortgage professionals. It resolves loan conditions by reviewing conditions and AUS findings, checking documents, and requesting missing items from clients. The tool integrates with loan origination systems to sync loan data. Users access pre-built AI agents for lending workflows or create custom agents trained on company data, guidelines, and rate sheets. It connects with LOS, CRM, POS, and other systems to support workflows. Additional capabilities include a sidebar for custom AI assistants on webpages, email prioritization, summaries, and follow-ups.
Speeds up loan closing through automation of document review and client requests
Integrates seamlessly with existing LOS and other tech stack
Allows training of custom AI agents on specific company data
Limited to mortgage lending workflows without broader applicability
Requires training data uploads for personalization
Dependent on integrations with specific LOS and CRM systems
