SureClose

SureClose

Stewart Realty Solutions
+
+

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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

The SureClose® transaction management system makes it easier for you to get more work done and to work with us. SureClose enables all parties to collaborate online, allowing you to get information as quickly as possible – while enjoying multiple benefits. Viewing and electronically signing all documents not requiring a notary prior to the closing. Receipt of Weekly Summary Reports detailing the last seven days of activity. Provide clients access to their documents via a password-protected website or an emailed, secure hyperlink to your SureClose site. Archive closing files within SureClose for document storage or provide a CD of documents at closing.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Companies looking for an online Transaction Management system

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Addy AI
Founded: 2022
United States
addy.com

Company Information

Stewart Realty Solutions
www.sureclose.com

Alternatives

Alternatives

Lender Optimus

Lender Optimus

Lender Software Solutions
SOLEX

SOLEX

First American Docutech
NotaryWorks

NotaryWorks

Accurate Group
LO.ai

LO.ai

Tavant

Categories

Categories

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Integrations

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

Integrations

Bonzo
Encompass
Finmo
Gmail
Google Drive
HubSpot CRM
MSP Mortgage Servicing System
MeridianLink Access
MeridianLink Opening
Microsoft Outlook
Microsoft Teams
Salesforce
Twilio
Claim Addy AI and update features and information
Claim Addy AI and update features and information
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Claim SureClose and update features and information