Addy AI: The AI Assistant Built for Mortgage Loan Prequalification and Processing
Addy is an AI assistant designed to support mortgage LOAs and processors by automating repetitive, document-heavy tasks so they can spend more time applying their expertise where it matters most. Rather than replacing them, Addy works alongside your team to improve efficiency, accuracy, and consistency throughout the loan process.
Loan officer assistance built into the workflow your team already runs
Document intelligence. Addy reads and verifies information from 1003s, W-2s, 1099s, pay stubs, bank statements, and more, then syncs key data directly with your LOS – reducing manual data entry while helping keep loan files accurate and up to date.
Pre-underwriting support. Addy compares loan files against lending guidelines and AUS findings to identify missing documentation and potential issues before underwriting. By creating a Processing Checklist, it helps prepare cleaner files while allowing processors to focus on review and decision-making.
Works where you already do. Addy integrates with your LOS, CRM, POS, Gmail, Outlook, Slack, and Microsoft Teams. It can also answer natural-language guideline questions across Fannie Mae, Freddie Mac, and Non-QM loan products, giving processors faster access to the information they need.
The result: By reducing repetitive administrative work and identifying issues earlier in the process, Addy helps processors work more efficiently without replacing the experience and judgment that only mortgage professionals provide. The result is cleaner files, fewer avoidable conditions, and more time for your team to focus on borrowers, problem-solving, and moving loans to the closing table.
Meet with us to learn more about how you can use Addy AI to streamline your mortgage operations.