Addy AI

• Instant loan eligibility assessment and guideline comparison
• Automated extraction of key data from bank statements, W‑2s, 1099s and PDFs
• Custom AI chat assistants trained on lender policies, CRM logs and internal docs
• One‑click follow‑ups via email or Slack when a document or action is missing
• Seamless integration with CRM and Loan Origination System (LOS) for workflow sync
• Email client and Chrome extension to draft, reply and summarize communications
• No‑code assistant builder so teams can train AI on their own domain materials
• Workflow triggers and automation rules to move loans along and reduce manual work
• Real‑time dashboard showing pipeline status, bottlenecks, and productivity insights
• Secure and private deployment supporting custom domains, compliance and enterprise scalability

Addy AI is a purpose‑built artificial intelligence platform for mortgage lenders, loan officers and originations teams that seeks to dramatically reduce the time and manual effort associated with loan origination. In traditional workflows, loan officers spend weeks reviewing documents, comparing guidelines, chasing missing information and managing email follow‑ups. Addy AI replaces many of those repetitive tasks by applying trained AI models to extract relevant loan data from unstructured documents, automatically check eligibility against lender guidelines, trigger follow‑ups when items are missing and draft personalized emails or messages to borrowers and brokers. The platform also offers an assistant builder so you can train your own custom AI agent on your company’s policies, knowledge base and CRM history, enabling a voice consistent with your brand and team. With Chrome extension support, the assistant is available inside your email client or on any webpage so tasks like summarizing a long thread, generating a reply or highlighting action items become trivial. Data and documents are handled within enterprise‑grade security, making Addy AI suitable for regulated environments. The value is clear: loan pipelines move faster, originators become more productive, and manual bottlenecks are eliminated. While pricing is enterprise‑centric and custom‑quoted, the ROI is compelling for mid‑to‑large mortgage operations striving to win in a competitive market. Addy AI offers a modern way for lenders to adopt generative AI and workflow automation without rebuilding their stack from scratch.