Close more loans. Without scaling ops.
Caddi automates the cross-tool work between your LOS, CRM, POS, and document management—Encompass, Blend, nCino, MeridianLink, Salesforce, Total Expert, DocuSign, Box—so your team scales loan volume without scaling processing and post-close headcount.
SOC 2 Type II·150+ integrations·Every run loggedHelp me automate loan file setup in Microsoft Outlook and Box. Caddi builds the loop and runs it.
Microsoft Outlook
Box
Wired into your mortgage stack.
The loan file, on rails.
Caddi runs the cross-system work between your POS, LOS, CRM, and document management—so loan officers, processors, and closers work loans, not queues.
- Pull-through
Faster files. Higher pull-through.
Application setup, document collection, and disclosures run unattended — so loans move from lead to clear-to-close faster and fewer borrowers fall out of your pipeline waiting on paperwork.
- Processing capacity
More loans per processor.
Caddi indexes documents, clears conditions, and keeps your POS and LOS in sync — so processors work exceptions, not data entry, and you can scale volume without scaling the back office in every rate cycle.
- Compliance, on rails
TRID timing & QC — audit-ready by default.
Every disclosure clock, condition, and QC packet runs the same way every time, with a timestamped audit trail your compliance team, investors, and agency auditors can walk end-to-end.
- Capacity you can report
Hours saved, attributable to the loan.
Every run logs how long it took, what loan it touched, and which milestone it moved — reportable to your leadership team, your cost-per-loan model, and your capacity plan.
Teach Caddi like a new hire.
Help me automate loan file setup in Microsoft Outlook and Box. Caddi builds the loop and runs it.
Application intake to post-close,
on autopilot.
Loan application intake & 1003 setup
AI for mortgage companies—built to your compliance bar.
- 01
Built by your operations team
Your VP of Operations or processing manager records a workflow. No engineers, no LOS admin queue, no waiting on IT or your vendor's roadmap.
- 02
Deterministic runs on loan data
Verified code calls your LOS, POS, CRM, and document management via API, handling loan files the same way on every run, with a record built for QC and investor audit.
- 03
Capacity you can measure
Hours saved per workflow, runs executed, conditions cleared — reportable to your leadership team and your cost-per-loan model.
- 04
Inherits your user's permissions
Caddi runs with the access your operations team already has in Encompass, Salesforce, and your document management. No new privileged service accounts, no expanded attack surface.
Built to your compliance bar.
Attested controls. Audit-friendly trail.
Every workflow, every input, every output is logged and reviewable. Your compliance team, QC reviewers, and investor or agency auditors can walk through any run end-to-end—who triggered it, what data it touched, where the output landed.
AI runs on borrower data—under your company's controls.
When a workflow needs to read a pay stub, classify a borrower email, or extract a value, LLM calls run under zero-data-retention terms with OpenAI and Anthropic, and the contents of your LOS and other connected systems are never used to train models. Caddi keeps a 30-day audit trail of every prompt, response, and run so your compliance and QC team can review activity, then it ages off. Every run is scoped to the user's LOS, POS, and CRM permissions.