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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

We are a mortgage point-of-sale system for the future. We assist Loan Officers with the most time-consuming tasks they face. Pre-Approve me can reduce the time it takes to complete a file, eliminate weekends and evening calls for payment scenarios and Pre-Approval Letter request, and help loan officers attract new partners like no other in the market. These are the core features: Industry leading smart 1003, - Automated, AI-powered document request and management system - Loan Status updates, notifications - Automated Pre-Approval Letters - Mobile app with custom branding - Co-Branded Realtor portals and apps, as well as notifications

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Encompass Yes 
Bonzo Yes 
Calyx Point No 
Docusign No 
Dropbox No 
Finmo Yes 
Gmail Yes 
Google Drive Yes 
HubSpot CRM Yes 
LendingPad No 
MSP Mortgage Servicing System Yes 
MeridianLink Access Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Salesforce Yes 
Twilio Yes 
Zapier No 
myhomeIQ No 

Integrations

Encompass Yes 
Bonzo No 
Calyx Point Yes 
Docusign Yes 
Dropbox Yes 
Finmo No 
Gmail No 
Google Drive No 
HubSpot CRM No 
LendingPad Yes 
MSP Mortgage Servicing System No 
MeridianLink Access No 
Microsoft Outlook No 
Microsoft Teams No 
Salesforce No 
Twilio No 
Zapier Yes 
myhomeIQ Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$129 per month
Free Trial Yes 
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 Yes 
Mac Yes 
Linux No 
Chromebook Yes 

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

Vendor Details

Company Name

Addy AI

Founded

2022

Country

United States

Website

addy.com

Vendor Details

Company Name

Pre-Approve Me

Founded

2003

Country

United Stated

Website

www.preapprovemeapp.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

Mortgage and Loans

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

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