In this era, AI is a helping hand in almost all industries. However, mortgage loan industries are somehow left behind. An average loan officer takes 45 to 60 days to summarize and close mortgage loans. Because he performs all the manual tasks like application review, document verification, due diligence, and constant follow-ups with brokers or clients.
Moreover, this Addy AI is a powerful tool that helps a loan officer to wok 90% more effectively by doing all the manual tasks. This tool studies lengthy documents and emails and responds to them by extracting relevant information. You can even train this AI assistant to talk just like you.
Additionally, this secure tool studies the loan application and ensures that it matches your company policy. It also provides suggestions for ineligible applications. It also handles client follows ups and integrates with CRM.
Lastly, it also has a Chrome extension for better organizing data and responses. So, if this tool is related to your business, give it a try for once.
| Addy AI Review Summary | |
| Performance Score | A+ |
| Assistant Quality | High-level assistant quality |
| Interface | User-friendly Interface |
| AI Technology | Natural Language Processing (NLP), Machine Learning |
| Purpose of Tool | Manage mortgage loans for loan officers + Client Email management |
| Compatibility | Web-based Interface, Google Chrome Extension |
| Pricing | Custom pricing model; contact for a plan |
Who is using Addy AI?
- Freelancers: Who wants to manage freelancing projects?
- Loan Officers: Officers can handle mortgage loans, emails, and customer relationships with them.
- Email Marketing Team: Train AI assistants to send emails just like you.
- Business Owners: For managing email marketing campaigns.
Addy AI Key Features
| Client Relationship | Extract relevant information | Match application with company policy |
| Respond to Emails with just a topic command | Manage Client data | Extract loan data in seconds |
Is Addy AI Free?
Its pricing model is not mentioned on its website. You need to book a demo, and contact them directly for a customized pricing plan.
Addy AI Pros and Cons
Pros
- Manages mortgage loan closing.
- Organizes client data.
- Manages client emails.
- Extracts relevant information from lengthy documents.
- Extracts loan data in seconds.
- Integrated with CRM.
- Reduces manual work for officers.
- Trains AI assistant for lending.
- Secured AI tool.
Cons
- Pricing plan is not mentioned.
- Limited email features.
- Limited customization features.
FAQs
Can I create multiple email addresses?
Yes, you can create multiple emails through Addy AI. However, if you don’t get a required email of your choice, you can get a suggestion from the Addy AI tool.
Is it a free tool?
Well, its pricing model is not mentioned on the company’s website. You can book a demo and contact them for a personalized plan.
How does it help loan officers?
It does all the manual work for loan officers, from talking to clients to extracting relevant content from lengthy emails and matching all the data with company policies.
