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Average Ratings 2 Ratings

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support

Description

Addy AI is an innovative mortgage lending platform that utilizes artificial intelligence to streamline manual tasks throughout the loan process, enabling mortgage teams to expedite loan closures. The platform features tailored AI agents capable of pre-underwriting loans, verifying files against established lending criteria, pinpointing absent information, and proposing solutions to eligibility challenges. It meticulously examines loan conditions and AUS results, reviews existing documentation, and assists teams in identifying any additional requests needed from clients. Furthermore, Addy AI can efficiently extract and analyze critical information from borrower documents, such as income and relevant loan details, thus minimizing the reliance on manual file assessments and data entry. These specialized agents can be customized based on an organization's unique data, lending standards, rate sheets, and operational workflows, fostering uniformity in decision-making processes. Moreover, the platform seamlessly integrates with various loan origination systems, CRMs, point-of-sale tools, Microsoft Teams, and other applications, ensuring automatic synchronization of loan data for enhanced efficiency and accuracy. Ultimately, Addy AI represents a significant advancement in mortgage lending technology, making the loan process more efficient and user-friendly for all stakeholders involved.

Description

Welcome to a quicker and more streamlined loan experience. Point, the top loan origination system for mortgage brokers, efficiently manages the entire process from the first application right through to closing. Enjoy transparency with no unexpected fees or contracts required. Maintain uniformity by utilizing templates that help standardize borrower files, loan offerings, closing costs, and other essential elements. Collect, generate, and store pre-application information to assist in prequalifying potential borrowers. Enhance your connections with clients through marketing resources such as flyers for open houses, loan comparison tools, and pre-approval documentation. With over 200 integrated vendor partners, Point offers seamless access to services including credit reports, appraisals, asset verification, product pricing, eligibility checks, closing paperwork, and compliance assistance. A simple click establishes connections for you, enabling rapid data exchange with countless service providers, thus enhancing your operational efficiency. Embrace the future of mortgage processing with Point and watch your business thrive.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BNTouch Mortgage CRM No 
Calyx PointCentral No 
Cimmaron Mortgage Manager No 
CompenSafe No 
Encompass Yes 
Finmo Yes 
Gmail Yes 
Google Drive Yes 
HubSpot CRM Yes 
Jungo Mortgage CRM No 
Kinective Bridge No 
MORTGAGESIMPLIFY No 
MSP Mortgage Servicing System Yes 
Microsoft Teams Yes 
Pre-Approve Me No 
QuickQual No 
Salesforce Yes 
Shape Software No 
Surefire CRM No 
Unify CRM No 

Integrations

BNTouch Mortgage CRM Yes 
Calyx PointCentral Yes 
Cimmaron Mortgage Manager Yes 
CompenSafe Yes 
Encompass No 
Finmo No 
Gmail No 
Google Drive No 
HubSpot CRM No 
Jungo Mortgage CRM Yes 
Kinective Bridge Yes 
MORTGAGESIMPLIFY Yes 
MSP Mortgage Servicing System No 
Microsoft Teams No 
Pre-Approve Me Yes 
QuickQual Yes 
Salesforce No 
Shape Software Yes 
Surefire CRM Yes 
Unify CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Addy AI

Founded

2022

Country

United States

Website

addy.com

Vendor Details

Company Name

Calyx Software

Founded

1998

Country

United States

Website

www.calyxsoftware.com

Product Features

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Product Features

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents No 
Compliance Management No 
Customer Database Yes 
Digital Signature No 
Document Management Yes 
Fee Management No 
Loan Processing Yes 
Online Application Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database No 
Closing Documents Yes 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements No 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification Yes 
Refinance Management No 
Residential Mortgages Yes 

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