What is Addy.so?

Addy AI provides AI tools for mortgage lending, automating loan origination and document processing for loan officers, mortgage brokers, and loan processors.AI agents review loan files 24/7, flag critical information, check loans against lending guidelines, and identify missing items or ineligible attributes.

Agents analyze AUS findings and loan conditions to generate actionable next steps and help assemble CTC-ready loan submissions in minutes.Pre-built agents and customizable workflows handle document requests, client communications, and condition resolution to reduce manual processing.

Integrations with LOS, CRM, and POS systems enable automatic data sync with existing loan origination systems.Dex Document Processor extracts and indexes document data to accelerate underwriting, verification, and quality control.

Enterprise security controls, including SOC 2 compliance and access management, support operational and compliance needs for lenders and IMBs.

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Addy.so's key features

Pre-built and customizable AI agents for lending workflows
Automated loan eligibility checks against lending guidelines with identification of missing items and remediation suggestions
AI-powered review of loan conditions and AUS findings that checks file documents and automates client document requests
Seamless integrations with LOS, CRM, POS and chat platforms (Microsoft Teams, Slack) to sync loan data and deploy chatbots
Dex Document Processor: 24/7 document review that flags critical information and supports training agents on your data, guidelines, and rate sheets for instant answers

Addy.so use cases

Automate end-to-end mortgage file review with Addy AI's 24/7 agents to extract document data, flag missing or inconsistent paperwork, generate prioritized next steps for processors, and assemble CTC-ready submissions to accelerate closings
Integrate Addy AI with your LOS/CRM/POS to automatically populate borrower and loan fields, reduce manual data entry and errors, sync status updates in real time, and maintain a single source of truth across origination systems
Use Addy AI to analyze AUS findings and underwriting conditions, identify exceptions, recommend remediation actions, and produce lender-ready issue summaries so underwriters and loan officers can prioritize approvals and reduce time-to-clear