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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

Friday Harbor

AiCR™

Overview

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Interested in learning how this solution can transform your mortgage business? Request more details to discover how it can streamline operations, improve efficiency, and integrate seamlessly with your existing workflow.

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Product Comparison

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Guideline Buddy

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Friday Harbor

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AiCR™

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.

Get loan files right—from the start.

Intelligent document processing built for mortgage and financial operations.

Extract Smarter. Act Faster.

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.
  • Gets applications from intake to clear-to-close days faster
  • Catches and fixes file issues up front, before they go to underwriting
  • Increases volume per FTE across your fulfillment team
  • Supports all lender and investor overlays, no coding required
  • Integrates with Encompass® from Ice Mortgage Technology using the latest Developer Connect API framework
  • Compatible with any LOS or POS via open APIs
  • Turns messy, unstructured files into organized, searchable documents
  • Automates classification and data extraction across mortgage and financial workflows
  • Delivers audit-ready outputs with confidence scores on every field
  • Processes hundreds to millions of pages quickly, with no custom setup required
  • Integrates into LOS platforms, due diligence systems, and reporting tools
  • Built by mortgage and capital markets experts with 35+ years of experience

 

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Guideline Buddy
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