Addy AI

Addy AI helps mortgage loan officers and processors work their loan pipeline from Claude. - See your pipeline, find a loan by borrower, address or loan number, and open its details. - Check the processing checklist, Addy's income, credit and asset findings, the underwriting review and lender guidelines. - See which documents are missing and request them from the borrower by email, text message or both. Every request is shown for review first, and nothing is sent until you approve it. - Follow up on requests: what the borrower uploaded, what is still outstanding, whether the text was delivered and when the borrower opened the request in the Addy portal. - Turn a prequalification conversation into a borrower record and loan file, after you review them. Addy only shows loans your Addy account can access. The first time you connect, you confirm your Addy account and organization. Addy never makes lending decisions and never moves money.