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.
|
|
|
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
Get More Information
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.
Fill out the form to:
Receive product details and pricing information
Request a demo or free trial
Learn about integrations and implementation
Product comparison
Guideline Buddy
TrustEngine
TRUE
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.
Smarter, faster, and more personalized ways to win more loans with less effort.
Pre-Built AI Automation for Mortgage Operations
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.
Mortgage Coach Highlights:
- Coach Anytime, Anywhere: Our new mobile app lets you identify opportunities among your target customers and create powerful presentations on the go. Send coaching experiences at scale, with just a few taps on the screen.
- Smarter Opportunities: Know exactly who to engage and when, with unmatched context. Identify non-credit opportunities to engage borrowers before they apply elsewhere.
- Homeowner Strategies: Replace confusing fee sheets with dynamic, goal-oriented Homeowner Strategy presentations that can be created in around 60 seconds.
- AI-Powered Assistant: Borrower-facing AI chat feature makes Homeowner Strategies even easier to understand by answering borrower questions 24/7.
Trusted Across the Industry:
- On average, loan officers report a 49% productivity boost due to Mortgage Coach.
- 80% of the Top 25 retail lenders of 2024 were Mortgage Coach customers.
- 97% of users agree Mortgage Coach makes engaging customers easier.
- 95% of users feel Mortgage Coach gives them a competitive edge.
- MOS platform integration into all three stages of loan manufacturing
- Pre-built automation for document indexing, data extraction, income analysis, and post-close review
- Mortgage-trained AI background workers with transparent, audit-safe outputs
- Interoperable design that works across LOS, AUS, and partner engines (including Candor)
- Cloud-delivered platform built for rapid deployment and fast operational ROI
- Proven productivity gains across underwriting and post-close operations
Guideline Buddy
Customer reviews
Guideline Buddy
Sagent
