Addy AI - AI for Mortgage Pros
Extension Actions
- Extension status: In-App Purchases
- Live on Store
Close loans 10x faster with AI (Works with your favorite tools)
Addy AI is an AI-powered platform that transforms the way mortgage professionals process loans. From reviewing files to searching guidelines, from pricing loans to answering questions in real time, Addy AI helps you work faster and smarter.
With our Chrome extension, you also get a sidebar that connects to your LOS, CRM, and other websites you already use, making Addy AI available everywhere you work.
Why Addy AI?
Loan officers and processors spend hours on repetitive work — reviewing documents, checking guidelines, pricing loans, and chasing conditions. Addy AI automates these workflows so you can focus on closing loans.
Our AI Loan Processing Checklist instantly reviews files, flags missing documents, and surfaces underwriting conditions. The Guideline Search lets you ask any loan program question and get fast, accurate answers. The Pricing Tool helps you quote rates and scenarios on the fly. And with the Addy AI Sidebar, you can ask questions or run workflows while inside your LOS or CRM.
Key Benefits
- AI Loan Processing Checklist: Review files automatically, track tasks, and clear conditions faster.
- Guideline Search: Ask guideline questions and get instant, reliable answers.
- Loan Pricing: Price loans and compare options directly in Addy AI.
- Sidebar Assistant: Ask questions, run checklists, or price loans without leaving your LOS or CRM.
- Seamless Connectors: Pull in documents and data from LOS, CRM, and other websites to enhance workflows.
- Compliance Ready: Audit trails and accurate documentation for every file.
How It Works
- Upload a loan file or connect your LOS/CRM.
- Addy AI runs the AI Loan Processing Checklist automatically.
- Ask guideline questions or borrower-specific scenarios with AI-powered Q&A.
- Price loans instantly and share results with borrowers or teammates.
- Use the Addy AI Sidebar in Chrome to access features inside any website.
Features
- AI Loan Processing Checklist (automated task generation)
- LOS and CRM integration connectors
- Document recognition and classification
- AUS findings extraction and mapping
- Borrower doc request email generation
- AI Guideline Search and Q&A
- Loan Pricing Engine
- Chrome Sidebar for in-workflow AI assistance
- Customizable checklist tasks
- Full audit trail for compliance
- Real-time dashboard filters
Important Note
Your connected data is used only to power Addy AI workflows. We do not sell or share your data. Security and compliance are built into the platform.
Let Addy AI be your:
- AI Loan Processing Assistant
- AI Guideline Researcher
- AI Loan Pricing Tool
- Always-on Sidebar Assistant
Addy AI brings everything into one platform, so you spend less time clicking and more time closing loans.
Latest reviews
- Beatriz M
- The extension makes it really easy to ask guideline questions without leaving the LOS. I also like that everything stays compliant and documented. The only thing I’d like to see improved is more support for non-agency products, but overall, Addy AI is worth it. Great customer support too — they actually respond quickly.
- João Aires de Matos
- I’ve been using Addy AI for about two months and it’s honestly transformed the way I handle my pipeline. The checklist feature catches missing docs before underwriting does, and the sidebar is super handy when I’m in Encompass or my CRM. It’s not perfect yet (sometimes takes a few seconds to load), but the time savings are real. Easily one of the best tools I’ve added to my workflow this year.
- Bhaulik
- I’ve been using this extension for a few weeks, and it’s quickly become one of those tools I can’t live without. Writing client emails used to take forever, especially when juggling rate updates, follow ups, and pre-approval requests. Now I just type a few words and it drafts professional, personalized messages in seconds. What I love most is that it actually understands the context. The tone is always on point: friendly but polished. I can tweak the output easily, but most of the time it’s ready to send as is. If you’re a professional who spends half your day inside Gmail or Outlook writing the same kind of emails over and over, this tool will save you hours every week. Highly recommend giving it a try.
- Pedro Rambo
- Excellent product. Both the AI features and Loan Origination System synchronization features are very very useful.
- Bhaulik Patel
- Great Product. I use it for my emails regularly!
- Isaac Gore
- its is the best platform i recommended every one to use CHARTGPT
- Joe M
- slow with the responses compared to other ai add on's i've used and ai agent features dont work, chasing them for a refund for weeks, they did refund in the end but it did take multiple emails
- Gajanan Funde
- It hangs while prompting. Removing it.
- Antoshanthosh Roche
- excellent
- Alexandru Rada
- Tried it out to compare it with ActorDO AI Assistant. For now I like Actor more!
- Michael Franco
- Excellent Plugin , I enjoy using it every day for all my emails.
- Koren Paalman
- It's magic. Still a work in progress in terms of consistency. Hopeful!
- John Papageorgiou
- Perfect
- Patrick Carter
- Can't get it to recognize my purchase. I login to my account and it shows my premium subscription, however, the extension never registers that I am a premium member and keeps asking me to train the ai. Caught in an endless loop. Unusable at the moment.
- mukesh kumar
- I would like say only one thing It is too much helpful for me and making my work easy.
- Adrian Philip
- Just started to use and this is easy...
- Soma Kila
- Thank you Addy AI this makes it even easier.
- Chheng Lim Aun
- Thank you so much Addy Ai.
- Mike Lagat
- This is the best of all. thank you.
- Bharath Kalyan S
- The best out there!!!!!!!!!!!!
- Zeno Tonnis
- Really cool AI Assistant :) I really like this one and the abilities to rewrite and specify the content. The Dashboard with learning option is really great
- Dave Omeiza
- The only drawback is that there is a limited word count when drafting an email, despite the fact that it is excellent and simple to use—I have suggested it to many people.
- Muhammed Turfan
- it's awesome, thank you Micheal
- Enmanuel Batista
- Best app Ever!
- Adel Sheikh
- ممتاز جدا انصحكم فيه
- ben baloi
- IT is great and easy to use, i have recommended to many people to use, the problem is that there is only a fixed amount of word to use when writing an email.
- ben baloi
- IT is great and easy to use, i have recommended to many people to use, the problem is that there is only a fixed amount of word to use when writing an email.
- Muhammed Turfan
- Great!
- Muhammed Turfan
- Great!
- Anonymous
- Loved it. Five stars.
- Jared Dabling
- Makes writing emails that much easier.
- Jared Dabling
- Makes writing emails that much easier.
- Milbonita Altrecha
- Enjoying this app! . It has revolutionized the way I approach productivity, communication, and organization. It's a glimpse into the future of technology, and I can't wait to see how it continues to evolve and amaze us of where this tool takes us further.
- Milbonita Altrecha
- Enjoying this app! . It has revolutionized the way I approach productivity, communication, and organization. It's a glimpse into the future of technology, and I can't wait to see how it continues to evolve and amaze us of where this tool takes us further.
- Paul B
- I only chose this rating because I had to choose one to start. I couldn't figure out one single step in how to use this to compose email--a little bothersome since people are expecting me to explain it to them. Nor could I find any instructions. If there are any, I'd really like to see them, since the reviews suggest the secret's out there somewhere.
- Paul B
- I only chose this rating because I had to choose one to start. I couldn't figure out one single step in how to use this to compose email--a little bothersome since people are expecting me to explain it to them. Nor could I find any instructions. If there are any, I'd really like to see them, since the reviews suggest the secret's out there somewhere.
- Irfan Ali
- Best for email writing.
- Irfan Ali
- Best for email writing.
- Sheraz Malik
- its fast and its effective though more customisation should be huge plus
- Sheraz Malik
- its fast and its effective though more customisation should be huge plus
- Markos Psarros
- Saves a lot of time from generic emails you need to wrte or reply to during the day. The ability to specify what you want the email to say, and the tone of the email is amazing. Now you can also edit parts of the email if you need to, great tool! Next I am waiting Michael's interview with Jason Calacanis in This Week In Startups - should be happening!
- Markos Psarros
- Saves a lot of time from generic emails you need to wrte or reply to during the day. The ability to specify what you want the email to say, and the tone of the email is amazing. Now you can also edit parts of the email if you need to, great tool! Next I am waiting Michael's interview with Jason Calacanis in This Week In Startups - should be happening!
- Richard Wing
- It works as intended with Gmail. I wanted to use this with my desktop outlook and nothing happens when I click on reply. I read that it would be fixed in 2 or 3 days and that was 3 days ago and there was an update yesterday. Are we still waiting on an update?
- Richard Wing
- It works as intended with Gmail. I wanted to use this with my desktop outlook and nothing happens when I click on reply. I read that it would be fixed in 2 or 3 days and that was 3 days ago and there was an update yesterday. Are we still waiting on an update?
- Miikana Whitford
- I mean, it still has room for improvement, but the fact I just wip off emails without watching my tone or what I'm trying to say, this made it really simplified, easy to understand and straight to the point which a lot of people like...they don't want a novel. Why I gave it 5 stars is because it met my expectations, I don't need the worlds smartest AI doing my work but having this do half the work for me, yeah I love it for it's use.
- Miikana Whitford
- I mean, it still has room for improvement, but the fact I just wip off emails without watching my tone or what I'm trying to say, this made it really simplified, easy to understand and straight to the point which a lot of people like...they don't want a novel. Why I gave it 5 stars is because it met my expectations, I don't need the worlds smartest AI doing my work but having this do half the work for me, yeah I love it for it's use.
- Mita Shah
- It works great, love it! Although, I can only use it after clicking on "try it Out" in AddyAI email.
- Mita Shah
- It works great, love it! Although, I can only use it after clicking on "try it Out" in AddyAI email.
- Yaman vashisth
- It is working great on Gmail, thanks for this wonderful extension. But, as you mentioned it also works for outlook, it didn't when i tried. Please, let me know how to give access to it and how to make it work. Please reply soon, I'm really in need of it
- Yaman vashisth
- It is working great on Gmail, thanks for this wonderful extension. But, as you mentioned it also works for outlook, it didn't when i tried. Please, let me know how to give access to it and how to make it work. Please reply soon, I'm really in need of it