The CREF Operating System

The CREF Operating System

North Shore Systems
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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

Choose the North Shore software modules that suit your business needs, keep the existing systems that are working for you and North Shore will provide one, total, integrated loan life cycle solution for your operation. Custom & cloud-based, North Shore provides loan life cycle solutions for every part of the process. Likewise, it is the one complete loan software suite for automating the entire commercial mortgage lifecycle from end to end. Essentially, the database, workflow, AI, reporting, integration, and functional modules collectively make up the CREF Operating System. Since this is a cloud-based platform, users within a corporation can seamlessly share data across the system’s various modules with one another. Thus, eliminating potential data errors that would have otherwise arisen when using another method. This highly configurable system was designed and built from the ground up specifically for CREF.

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 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

Audience

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

Audience

Investors in search of a solution to automate their entire commercial mortgage lifecycle

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

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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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Addy AI
Founded: 2022
United States
addy.com

Company Information

North Shore Systems
United States
northshoresystems.com/solutions/

Alternatives

Alternatives

HES LoanBox

HES LoanBox

HES FinTech
Lender Optimus

Lender Optimus

Lender Software Solutions
Clik.ai

Clik.ai

Clik Technologies

Categories

AI Lending Supported
Mortgage and Loans Supported

Categories

Integrations

Bonzo Supported
Encompass Supported
Finmo Supported
Gmail Supported
Google Drive Supported
HubSpot CRM Supported
MSP Mortgage Servicing System Supported
MeridianLink Access Supported
Microsoft Excel Not Supported
Microsoft Outlook Supported
Microsoft Teams Supported
Salesforce Supported
Twilio Supported

Integrations

Bonzo Not Supported
Encompass Not Supported
Finmo Not Supported
Gmail Not Supported
Google Drive Not Supported
HubSpot CRM Not Supported
MSP Mortgage Servicing System Not Supported
MeridianLink Access Not Supported
Microsoft Excel Supported
Microsoft Outlook Not Supported
Microsoft Teams Not Supported
Salesforce Not Supported
Twilio Not Supported
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Claim Addy AI and update features and information
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