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Description
From the marketplace listing
Addy AI helps loan officers and processors work their mortgage pipeline from ChatGPT.
- See your pipeline, find a loan by borrower, address or loan number, and open its details.
- Check the processing checklist, Addy's income, credit and asset findings, underwriting review and lender guidelines.
- See which documents are missing and request them from the borrower by email, text message or both. Every request shows a review card first, and nothing is sent until you send it from the card.
- Follow up on requests: what the borrower uploaded, what is still outstanding, whether the text was delivered and when the borrower opened the request in the Addy portal.
- Turn a prequalification conversation into a borrower record and loan file, after you review them.
Addy only shows loans your Addy account can access. The first time you connect, you confirm your Addy account and organization.
Language: English · Automatically detected from descriptions.
Request documents from borrowers by email, text message or both, always from a review card the loan officer sends; follow up on uploads, text delivery and portal opens; one-time account and organization confirmation with an Approve button; clearer tool descriptions.
Declared in the saved package. Remote tools may change independently.
Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
Package author
Addy AI
Commerce declaration
Does not support commerceThis does not establish whether access is free or paid.