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Guideline Buddy

Guideline Buddy helps mortgage professionals get instant, accurate answers about underwriting guidelines and loan scenarios. Our platform simplifies complex rules so you can find information quickly, boost your productivity, and reduce loan fallout. Get the answers you need without the digging and delays.

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Overview
AI Tools and Robotic Process Automation (RPA)

At Guideline Buddy, we're more than just an AI-driven solution in the mortgage industry, we're a passionate team of mortgage professionals dedicated to changing the way you navigate the complexities of the landscape. We created Guideline Buddy as response to our own frustrations and challenges in the field. By combining our expertise and unwavering commitment to empowerment and efficiency, we’re redefining industry standards in a way that works for you.

Guideline Buddy featured on the Daily Mortgage News Podcast:



Thought Leadership

Human-in-the-Loop Innovation: How Guideline Buddy is Reshaping Mortgage Origination


Marc Hernandez highlights how Guideline Buddy, an AI-powered assistant built by mortgage experts, helps lenders navigate complex underwriting guidelines with speed, accuracy, and compliance, positioning itself as a behind-the-scenes intelligence layer for the mortgage industry.



Highlights

  • Get instant, AI-powered answers to underwriting questions, eliminating delays and guesswork.
  • Keep your team aligned with centralized, always up-to-date guideline knowledge.
  • Access accurate guidance across Conforming, FHA, VA, USDA, and Non-QM loans.
  • Reduce costly errors and loan buybacks with built-in investor overlays.
  • Accelerate loan pipelines while boosting productivity and measurable ROI.
  • Simplify complex underwriting rules with an intuitive, conversational interface.
  • Equip every role across the organization with reliable guideline support.

Details

Vendor Category

AI Tools and Robotic Process Automation (RPA)

Pricing Model

Per-Project Pricing

Works well with

Overview

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Product Comparison

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Guideline Buddy

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One Diligence LLC

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Blue Water Financial Technologies

Overview

Guideline Buddy helps mortgage professionals get instant, accurate answers about underwriting guidelines and loan scenarios. Our platform simplifies complex rules so you can find information quickly, boost your productivity, and reduce loan fallout. Get the answers you need without the digging and delays.

Rated TPR AI-based company, SaaS Application, QA/QC AI Applications, Full AI credit and compliance, Doc-to-Data, HMDA Reviews, On boarding QC, Post-close QC, Pre-close QC, Claim 22 Assignment QC, FHA Income Recon, Chain of Assignment Reviews, Modification extraction, Curative automation

The Leader on Customized Doc-to-Data Solutions. Let software surface the problems so your team can solve them.

Highlights
  • Get instant, AI-powered answers to underwriting questions, eliminating delays and guesswork.
  • Keep your team aligned with centralized, always up-to-date guideline knowledge.
  • Access accurate guidance across Conforming, FHA, VA, USDA, and Non-QM loans.
  • Reduce costly errors and loan buybacks with built-in investor overlays.
  • Accelerate loan pipelines while boosting productivity and measurable ROI.
  • Simplify complex underwriting rules with an intuitive, conversational interface.
  • Equip every role across the organization with reliable guideline support.
  • 14 AI technologies multiplex for most accurate extraction
  • No human and no halucination approach using a Patented Approach
  • 1-week to build a custom POC application in mortgage applications
  • Full Platform with pretrained 2500 document types
  • Version control for important documents
  • Major Servicer documents pretrained models
  • V.A.U.L.T.: Verified Asset & Universal Loan Transfer

  • SuperTransfer®: All-digital mortgage asset transfer. Review, remediate, and transfer — end to end.

  • Valuation Services: Monitor your mortgage asset portfolio. Bottom-up rigorous modeling and valuation. 

  • Ad Hoc Bid Advisory: Third-party portfolio valuation. Independent valuation for informed decisions.

  • Correspondent as a Service: Turnkey TPO platform. Complete third-party origination — without the overhead.

  • TPR Process: End-to-end third-party review management. Streamline your entire TPR workflow — from loan assignment through final reporting.. Automated task routing, real-time reviewer dashboards, and built-in compliance checks ensure every file is reviewed consistently and on time. 

  • Pre & Post-Close QA: 100% digital loan file review. Comprehensive quality assurance — fully automated.

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Guideline Buddy
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