Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Addy AI is an innovative mortgage lending platform that utilizes artificial intelligence to streamline manual tasks throughout the loan process, enabling mortgage teams to expedite loan closures. The platform features tailored AI agents capable of pre-underwriting loans, verifying files against established lending criteria, pinpointing absent information, and proposing solutions to eligibility challenges. It meticulously examines loan conditions and AUS results, reviews existing documentation, and assists teams in identifying any additional requests needed from clients. Furthermore, Addy AI can efficiently extract and analyze critical information from borrower documents, such as income and relevant loan details, thus minimizing the reliance on manual file assessments and data entry. These specialized agents can be customized based on an organization's unique data, lending standards, rate sheets, and operational workflows, fostering uniformity in decision-making processes. Moreover, the platform seamlessly integrates with various loan origination systems, CRMs, point-of-sale tools, Microsoft Teams, and other applications, ensuring automatic synchronization of loan data for enhanced efficiency and accuracy. Ultimately, Addy AI represents a significant advancement in mortgage lending technology, making the loan process more efficient and user-friendly for all stakeholders involved.

Description

BeSmartee is the only POS that can take your borrowers or originators from application through appraisal in minutes. It uses big data, process automation, and a complete MLO portal. Online loan application for borrowers using big data and pre-population. Intelligent workflow rules allow you to automatically run credit on borrowers and maximize your ROI. Allow borrowers to view real-time product pricing, eligibility and pricing information with no third party fees. To enable instant conditional approvals, realtors can trust, trigger AUS lights-out. Generate lights-out initial disclosures for all 50 states and capture intent to proceed before your competitors. BeSmartee and your business intelligence platform provide access to actionable loan-level as well as user-level reporting.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Twilio Yes 
Black Knight Empower No 
Bonzo Yes 
DocMagic No 
Docusign No 
Encompass Yes 
Finicity No 
Finmo Yes 
FormFree No 
Gmail Yes 
HubSpot CRM Yes 
IDology No 
LoanTek No 
LodeStar No 
MSP Mortgage Servicing System Yes 
MeridianLink Access Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Surefire CRM No 

Integrations

Salesforce Yes 
Twilio Yes 
Black Knight Empower Yes 
Bonzo No 
DocMagic Yes 
Docusign Yes 
Encompass No 
Finicity Yes 
Finmo No 
FormFree Yes 
Gmail No 
HubSpot CRM No 
IDology Yes 
LoanTek Yes 
LodeStar Yes 
MSP Mortgage Servicing System No 
MeridianLink Access No 
Microsoft Outlook No 
Microsoft Teams No 
Surefire CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Addy AI

Founded

2022

Country

United States

Website

addy.com

Vendor Details

Company Name

BeSmartee

Founded

2007

Country

United States

Website

www.besmartee.com/mortgage-pos

Product Features

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Product Features

Mortgage and Loans

Amortization Schedule Yes 
Client Database No 
Closing Documents Yes 
Commercial Mortgages Yes 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Alternatives

Lender Optimus Reviews

Lender Optimus

Lender Software Solutions

Alternatives

HDS Loan Servicing System Reviews

HDS Loan Servicing System

Housing and Development Software
Calyx Point Reviews

Calyx Point

Calyx Software