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Average Ratings 1 Rating
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
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
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
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