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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

snapADDY provides a suite of AI-driven tools designed to revolutionize how businesses capture and maintain CRM contact data with minimal manual effort. Their flagship products include VisitReport, which digitizes lead capture at trade shows and customer visits, DataQuality, which automates contact updates and eliminates duplicates, and CardScanner, which rapidly scans and converts business cards into CRM-ready data. By leveraging artificial intelligence and supporting a broad range of languages and international formats, snapADDY delivers the highest contact recognition quality on the market. Its flexible, easy-to-integrate software caters to large companies with features like single sign-on and multilingual support, ensuring smooth onboarding and robust data management. Trusted by thousands of clients worldwide, snapADDY's solutions enhance CRM usability and sales productivity by seamlessly syncing with popular CRM platforms such as Salesforce, HubSpot, and Pipedrive.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Bonzo Yes 
Encompass Yes 
Finmo Yes 
Gmail Yes 
Google Drive Yes 
HubSpot CRM Yes 
MSP Mortgage Servicing System Yes 
MeridianLink Access Yes 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Outlook Yes 
Microsoft Teams Yes 
SAP CRM No 
SAP Store No 
Twilio Yes 

Integrations

Salesforce Yes 
Bonzo No 
Encompass No 
Finmo No 
Gmail No 
Google Drive No 
HubSpot CRM No 
MSP Mortgage Servicing System No 
MeridianLink Access No 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Outlook No 
Microsoft Teams No 
SAP CRM Yes 
SAP Store Yes 
Twilio No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

€29 per month
Free Trial Yes 
Free Version Yes 

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

Vendor Details

Company Name

Addy AI

Founded

2022

Country

United States

Website

addy.com

Vendor Details

Company Name

snapADDY

Founded

2015

Country

Germany

Website

www.snapaddy.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

Lead Capture

Business Card / Badge Scanning No 
Dashboard No 
Data Extraction No 
Lead Distribution No 
Lead Notifications No 
Lead Nurturing No 
Lead Qualification No 
Lead Scoring No 
Online Forms No 

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