Addy AI
Addy AI: Mortgage document analysis and guideline checks, with final decisions left to lending teams. Ranked #13 of 30 in AI Loan Underwriting Software by our editors (7.0/10); pricing: Pricing on request; best for mortgage teams that need document review assistance.
At a glance
- Editor score7.0 / 10
- PricingPricing on request
- Best forMortgage teams that need document review assistance
- Borrower document analysisYes
- Facts checked14 Nov 2026
Where it wins
- Extracts structured data from tax returns, W-2s, 1099s, and bank statements
- Checks files against lending guidelines and flags missing items
- Browser extension brings assistance into loan origination and CRM workflows
Where it doesn't
- Does not automate final underwriting or lending decisions
- Mortgage product pricing is not described in the available pricing information
- Support is listed through email
Our verdict on Addy AI
Mortgage teams can use Addy AI to review borrower documents, search lending guidelines, summarize loan files, and organize follow-up work. Its tools are aimed at lenders, loan officers, and processing teams that want AI assistance in document-heavy mortgage workflows. The system generates analysis and recommendations; final underwriting and lending decisions remain the responsibility of customers and their licensed personnel. That makes it a fit for teams seeking review support rather than automated decisioning.
Document review is the central strength. Addy AI extracts structured data from tax returns, W-2s, 1099s, and bank statements, and lets users query mortgage documents in natural language. It can summarize loan files, flag items for closer review, check files against lending guidelines, and review loan conditions and automated underwriting system findings. Checklists for missing documents and open conditions, along with automated borrower follow-ups, help surface next steps. Guideline search and comparison add mortgage-specific context to this work. These features may suit teams looking to keep review tasks organized, while they do not replace human judgment or the lending decision.
For workflow fit, Addy AI connects with loan origination, customer relationship management, and point-of-sale systems, as well as Microsoft Teams and Slack. A browser extension is also offered for use in loan origination systems, CRM tools, and other mortgage websites. The product is cloud-based, with a browser extension, and email is the listed support channel. SOC 2 is listed as a compliance attribute. Mortgage product pricing is contact-sales; teams should confirm terms with the vendor before evaluating cost. Addy AI is worth considering when mortgage-specific document analysis and follow-up assistance are priorities. Teams seeking a system that makes final underwriting decisions should look elsewhere.
Your product? Our editors can test Addy AI in depth and publish a review, labelled as paid · from $149/mo →
Addy AI pricing
Addy AI fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Borrower document analysis | Yes |
| Automated decisioning | No |
| Mortgage underwriting | Yes |
| Application risk assessment | Not verified |
| Decision explanations | Not verified |
| Human review workflow | Yes |
| Deployment | Cloud, Browser extension |
| Platforms | Web, Chrome extension |
| Compliance & security | SOC 2 |
| Support | |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 5 integrations: Loan origination systems, Customer relationship management systems, Point-of-sale systems, Microsoft Teams, Slack |
| Pricing | Pricing on request |
| Website | addy.com |
| Facts checked | 14 Nov 2026 |
Addy AI integrations
Addy AI lists 5 integrations on its own site.
- Loan origination systems
- Customer relationship management systems
- Point-of-sale systems
- Microsoft Teams
- Slack
Alternatives to Addy AI
- ICE Mortgage AnalyzersMortgage-focused document analysis with rule results and exceptions for underwriter review.9.1
- Infosys Agentic AI Mortgage Underwriting SolutionMortgage decisioning spans document checks, risk analysis, recommendations, and human review.8.8
- nCino Commercial LendingA cloud workflow for C&I and CRE lending, from application intake through portfolio monitoring.8.5
See all Addy AI alternatives →
Used Addy AI? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Addy AI for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Addy AI is listed in our AI Loan Underwriting Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/addy-ai/"><img src="https://www.itechguides.com/best/badge/addy-ai.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update