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What is Addy AI and what problem does it solve in mortgage lending?
Addy AI is an AI Agent Platform for lending. It uses specialized AI agents to handle manual tasks in the mortgage process, helping you close loans faster and increase profits. It is designed to reduce cycle times and improve efficiency by automating document processing, due diligence, and client interactions.
How fast can Addy AI help originate and close loans?
Addy AI is designed to accelerate the loan origination process: originations can be completed in days rather than weeks. It can help submit loans quickly (CTC-ready submissions in about 5 minutes) by instantly checking loans against lending guidelines, identifying missing items, and suggesting actions to get the loan approved.
Can Addy AI integrate with my LOS and/or CRM?
Yes. Addy AI connects with your LOS to automatically sync loan data and also supports integrations with CRM systems, as well as other tools (POS and more) to streamline your workflow.
How does Addy AI improve client follow-up and communication?
Addy AI trains specialized AI models to handle client communications around the clock, ensuring timely responses and follow-ups with borrowers and brokers, which helps enhance client satisfaction and efficiency.
What is Dex and what does it do?
Dex is the Document Processor AI Agent. It can review loan documents 24/7, flag critical information instantly, and be trained on your data, guidelines, rate sheets, and more. It can also provide immediate answers about mortgage lending guidelines and can be added to collaboration tools like Microsoft Teams or Slack.
What are AI Agents and how do they help in lending?
AI Agents are specialized AI models built for lending workflows. They can go live in minutes with no complex setup. You can start with 5+ pre-built agents or create custom agents to fit your specific lending needs, helping scale loan officers and improve throughput.
What pre-built AI Agents are available, and can I customize them?
Addy AI offers 5+ pre-built agents for various lending workflows (e.g., document processing, guideline answers, and client interactions). You can train and customize these agents to fit your data, guidelines, and rate sheets, or create custom agents tailored to your processes.
What are the maximum loan-to-value (LTV) limits for a 1-unit primary residence?
- For Fannie Mae, the maximum LTV for a 1-unit primary residence is up to 97%.
- For Freddie Mac, the maximum LTV for a 1-unit primary residence is up to 95%.
What security and compliance does Addy AI offer?
Addy AI emphasizes enterprise-grade security and is SOC 2 compliant (SOC 2 Type 1). This supports secure data handling, access controls, and compliance readiness for large organizations.
How can I get started or see Addy AI in action?
You can book a demo to see Addy AI in action and speak with AI mortgage experts about how it can help your team close more loans.
What platforms or tools does Addy AI work with?
- Integrations with LOS, CRM, and POS systems (and more).
- A Chrome extension is available for easy access.
- You can add the chatbot to Microsoft Teams or Slack for collaboration.
Where can I find more information or get help?
Explore Addy AI’s Help Center and Resources for documentation, case studies, and support. You can also book a demo or contact their team for guided assistance.
