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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

Captaloans Mortgage and Loan Modification CRM is a powerful yet simple tool that combines loan modification, mortgage modification, and debt settlement tracking. Remote collaboration with processors, attorneys and affiliates is possible. To grant your client access to our Customer Portal, you can allow them to fill out their loan modification intake form. Once the form is completed, it will be added to the system as a new record. You can save time by having the client complete their intake forms. It is easy to use. No software downloads. There are no start-up fees. No credit card required. Free trial for 15 days.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bonzo Yes 
Encompass Yes 
Finmo Yes 
Gmail Yes 
Google Drive Yes 
HubSpot CRM Yes 
MSP Mortgage Servicing System Yes 
MeridianLink Access Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Salesforce Yes 
Twilio Yes 

Integrations

Bonzo No 
Encompass No 
Finmo No 
Gmail No 
Google Drive No 
HubSpot CRM No 
MSP Mortgage Servicing System No 
MeridianLink Access No 
Microsoft Outlook No 
Microsoft Teams No 
Salesforce No 
Twilio No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$18.00/month/user
No contracts, pay as you go pricing.
Free Trial Yes 
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 No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

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 No 
Webinars Yes 
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

Interactive Ideas

Founded

2001

Country

United States

Website

www.captaloans.com

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

Commercial Loan

Asset Management No 
Audit Trail Yes 
Complex Debt Structures No 
Dashboard No 
Document Management Yes 
Exposure Management No 
Lead Management Yes 
Pipeline Management Yes 
Risk Management No 
Trend Analysis No 

Mortgage and Loans

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

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