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About

Addy AI is an AI-powered mortgage lending platform designed to automate manual work throughout the loan process and help mortgage teams close loans faster. Its custom AI agents can pre-underwrite loans, instantly check files against lending guidelines, identify missing information, and suggest ways to resolve eligibility issues. It reviews loan conditions and AUS findings, checks the documents already in the file, and helps teams determine what still needs to be requested from clients. Addy AI can also extract and analyze information from borrower documents, including income and other loan details, reducing the need for manual file review and data entry. Specialized agents can be trained on an organization’s own data, lending guidelines, rate sheets, and workflows to support consistent decision-making. It integrates with loan origination systems, CRMs, point-of-sale systems, Microsoft Teams, and other tools, automatically syncing loan data.

About

BeSmartee is the only third-party POS that can take your borrowers and originators from application to appraisal in minutes by using big data, process automation and a complete MLO portal to manage it all. Allow borrowers to complete a friendly online loan application using big data and pre-population. Automatically run credit on borrowers using intelligent workflow rules to maximize your ROI. Allow borrowers to access real-time product, pricing & eligibility with accurate third party fees. Trigger AUS lights-out and use those results to enable instant conditional approvals realtors trust. Generate lights-out initial disclosures in all 50 states and capture intent-to-proceed before your competitors. Access actionable loan-level and user-level reporting in BeSmartee or your business intelligence platform.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Supported

Audience

Loan officers, mortgage brokers, processors, and lending teams seeking to automate loan review, document analysis, pre-underwriting, and mortgage processing workflows

Audience

Mortgage and Loans solution for agencies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Addy AI
Founded: 2022
United States
addy.com

Company Information

BeSmartee
Founded: 2007
United States
www.besmartee.com/mortgage-pos

Alternatives

Alternatives

Lender Optimus

Lender Optimus

Lender Software Solutions
HDS Loan Servicing System

HDS Loan Servicing System

Housing and Development Software
Calyx Point

Calyx Point

Calyx Software

Categories

AI Lending Supported
Mortgage and Loans Supported

Categories

Mortgage and Loans Supported

Mortgage and Loans Features

Amortization Schedule Supported
Client Database Not Supported
Closing Documents Supported
Commercial Mortgages Supported
Contact Management Supported
Credit Reporting Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Supported
Loan Origination Supported
Loan Servicing Not Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Integrations

Salesforce Supported
Twilio Supported
Arch Not Supported
Black Knight Empower Not Supported
Bonzo Supported
DocMagic Not Supported
Encompass Supported
Finicity Not Supported
Finmo Supported
FormFree Not Supported
Gmail Supported
Google Drive Supported
LoanTek Not Supported
MSP Mortgage Servicing System Supported
MeridianLink Access Supported
Microsoft Outlook Supported
Microsoft Teams Supported
Surefire CRM Not Supported
Zillow Not Supported

Integrations

Salesforce Supported
Twilio Supported
Arch Supported
Black Knight Empower Supported
Bonzo Not Supported
DocMagic Supported
Encompass Not Supported
Finicity Supported
Finmo Not Supported
FormFree Supported
Gmail Not Supported
Google Drive Not Supported
LoanTek Supported
MSP Mortgage Servicing System Not Supported
MeridianLink Access Not Supported
Microsoft Outlook Not Supported
Microsoft Teams Not Supported
Surefire CRM Supported
Zillow Supported
Claim Addy AI and update features and information
Claim Addy AI and update features and information
Claim BeSmartee and update features and information
Claim BeSmartee and update features and information