Underwriting guideline questions answered in seconds

Got an underwriting question or a tricky scenario? Just ask Buddy! He’s a generative AI chatbot that quickly finds the right guidelines and gives you solid advice to help you avoid mistakes and save time.

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Here's The Problem

For way too long, mortgage pros have struggled with the tricky task of searching and interpreting underwriting guidelines. And you know what? It not only slows down the process of helping borrowers but also causes mistakes and missed opportunities. Let’s shake things up and change that!

The Solution? That’s where Guideline Buddy Comes in

We're on a mission to change the way mortgage pros deal with guidelines. Meet Buddy, an advanced generative AI chatbot that's been trained on all sorts of underwriting guidelines. No more endless PDF searches! With Buddy, finding the right guideline for any loan scenario is super easy. He simplifies everything and points you to exactly where to find what you need, saving you loads of time and helping you avoid mistakes. It's like having your own personal scenario desk!

Using Guideline Buddy means you get:

An AI Super Assistant

We’re making generative AI accessible and easy to use so it becomes your super assistant that simplifies and speeds up your day to day.

Streamlined Success

We optimize at every turn, creating a smooth user experience from signing up to finding the exact guideline you need to move on to the next task.

Personalized Solutions

Every chat is personalized, giving you tailored recommendations and insights to your questions. It makes loan structuring simpler and faster, just for you!

Empowering Mortgage Professionals for a New Era

We're shaking up the mortgage tech scene with next-gen tools that prioritize people and are powered by AI. We empower mortgage pros to simplify complex guidelines in a snap with cutting-edge tools, making their job extra efficient. Now, mortgage pros can level up their loan origination, processing, and underwriting game to make an even bigger impact.

Explore Our Vision

Choose Guideline Buddy for a Competitive Edge

Find out why top mortgage pros close more loans with Guideline Buddy! Our advanced AI tool and dedication to making guideline searches a breeze not only save you time, but also deliver precise results. Stay ahead in today's fast-paced market by exploring the unique features that set us apart.

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Bridging the Gap with Human-Centered AI

We're all about AI as a partner, not a replacement. Our platform fills the gaps in the mortgage industry, giving both tech-savvy newcomers and seasoned professionals an equal opportunity. See how our human-centered approach empowers you by taking care of the grunt work, so you can focus on what you do best.

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Got Questions? We’ve Got Answers.

Frequently Asked Questions

What's the deal with Guideline Buddy? How can it actually help me out?

Guideline Buddy, also known as Buddy, is an generative AI-powered chatbot that's trained to understand mortgage underwriting guidelines. Just ask specific questions, and he'll respond in plain language, saving you time from sifting through PDFs.

Who can benefit the most from using Guideline Buddy?

Loan Officers, LOAs, Processors, Underwriters, Post Closers, or anyone who uses underwriting guidelines as part of there job can use Buddy's help.

Can't other chatbots like ChatGPT, Gemini, or Claude help me in the same way?

Large Language Models (LLMs) are trained on a wide range of general knowledge for everyday users. Unlike Buddy, who is trained to understand detailed underwriting guidelines specifically used by mortgage pros. And LLMs can only take in a limited amount of text at once, Buddy is built to handle extensive guidelines, so you get clear answers without any extra fluff.

I’m wondering how Guideline Buddy sets itself apart from other mortgage guideline chatbots?

Our main goal is to assist mortgage pros in searching underwriting guidelines. We don't mix our product with other services or make it exclusive to employees or clients of certain companies. Now, don't get us wrong - we're not saying those things are bad. We just believe that focusing on one core product that's accessible to everyone is the smartest way to provide the best tool out there.

How do you ensure that the guidelines are always up-to-date?

Buddy stays on top of the latest guidelines and learns them as soon as they're released. Plus, he keeps you in the loop by sharing the news about the latest guidelines right away. No need to worry about using outdated guidelines and potentially making a mistake when qualifying a borrower.

Are there any resources out there to help me get started?

Chatting with Buddy is very intuitive and user-friendly. If you ever need help learning your way around the platform, just ask Buddy directly! He'll give you clear instructions on how to make the most of your experience and effortlessly get the hang of it.

Why isn't my Underwriter on the same page as Guideline Buddy?

Buddy is an generative AI powered tool that's here to assist you by finding and explaining guidelines but he doesn't make credit decisions. Your Underwriter ultimately has credit authority and discretion.

How safe is my data when using the platform?

Data security is a big deal for us, especially in the mortgage industry. We make sure to encrypt all your data and interactions within our platform. You can trust us to keep your data secure during transit and at rest. We have strict access controls and regularly update our security measures to stay ahead of any risks. Check out our Privacy Policy for more info!

My company won’t let me use Guideline Buddy, what can I do?

We get it – some companies might have concerns about their employees engaging with Buddy. But here's the thing: we've got you covered with our tailored enterprise solutions that effectively address those concerns. We're also pros at creating personalized chatbots trained on company-specific data. So, you can have your very own Guideline Buddy designed to fit your company's needs. If you want to chat more about our enterprise solutions, just shoot us an email at sales@guidelinebuddy.com.

What kind of customer support can I expect?

If you have any support issues, feel free to reach out to us via email at hey@guidelinebuddy.com. We're here to help you out!