Audience
Loan officers, mortgage brokers, processors, and lending teams seeking to automate loan review, document analysis, pre-underwriting, and mortgage processing workflows
About Addy AI
Addy AI is an AI-powered mortgage lending platform designed to automate manual work throughout the loan process and help mortgage teams close loans faster. Its custom AI agents can pre-underwrite loans, instantly check files against lending guidelines, identify missing information, and suggest ways to resolve eligibility issues. It reviews loan conditions and AUS findings, checks the documents already in the file, and helps teams determine what still needs to be requested from clients. Addy AI can also extract and analyze information from borrower documents, including income and other loan details, reducing the need for manual file review and data entry. Specialized agents can be trained on an organization’s own data, lending guidelines, rate sheets, and workflows to support consistent decision-making. It integrates with loan origination systems, CRMs, point-of-sale systems, Microsoft Teams, and other tools, automatically syncing loan data.
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The following modules are included:
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- Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.
The platform automates the lending process throughout all the stages:
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Accrual Accounting option available. Stand-alone option available. Borrower side servicing available.
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Help With My Loan
AI software yields automated underwriting and loan matching at a 95% proven funding rate. The problem in the industry is a low 55% average at funding loans due to the fragmented lending process. HWML solved this problem by giving brokers, banks and consumers access to the platform syndicated with 300+ lenders in Commercial Real Estate, Residential Real Estate, Business, and Personal loans. HWML’s platform has funded over $600M+, loans sized from $100k-$50M!
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Integrations
Company Information
Addy AI
Founded: 2022
United States
addy.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
Online
Addy AI Frequently Asked Questions
Q: What kinds of users and organization types does Addy AI work with?
Addy AI works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Addy AI support in their product?
Addy AI supports these languages: English.
Q: What kind of support options does Addy AI offer?
Addy AI offers support via phone support and online.
Q: What other applications or services does Addy AI integrate with?
Addy AI integrates with: Bonzo, Google Drive, Encompass, Finmo, Gmail, HubSpot CRM, MeridianLink Access, Microsoft Outlook, Microsoft Teams, MSP Mortgage Servicing System, Salesforce, and Twilio.
Q: What type of training does Addy AI provide?
Addy AI provides training in the form of documentation, live online, and videos.
