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AI for mortgage companies

Close more loans. Without scaling ops.

Caddi AI Agents automate the work between your LOS, CRM, POS, and document management, so your team closes more loans without adding processing headcount.

SOC 2 Type II150+ integrationsEvery run logged
Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
Trusted across financial services

Wired into your mortgage stack.

See all integrations
Built for mortgage operations

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.

How it works

Caddi AI Agents discover, automate, and govern back-office work.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
Use Cases

Application intake to post-close,
on autopilot.

Caddi learns the workflows that move a loan from lead to funded—intake, processing, disclosures, closing, post-close, QC—and turns them into reliable, auditable automations across your stack.
  • 01/ 08Use case

    Loan application intake & 1003 setup

    Caddi opens new loan files straight from your POS — pulling borrower, property, and income fields from Blend or your website lead into Encompass, nCino, or MeridianLink, and kicking off disclosures. The application setup runs unattended; your loan officers stay selling, not re-keying the 1003.

    Typical stack
    • Salesforce
    • DocuSign
    • SharePoint
    • Outlook
Benefits

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.

Security & Compliance

Built to your compliance bar.

SOC 2

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.

OpenAI + Anthropic zero data retention

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.