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What is EPIC Loan Systems?

EPIC offers a variety of consumer lending software solutions designed specifically for short-term loans with smaller amounts. One notable feature is the Installment Loans option, which provides a comprehensive amortization solution for lenders focusing on short-term financing, allowing borrowers to make regular payments over the life of the loan. EPIC is compatible with both tribal and state lending frameworks, including the Texas CSO/CAB model. Additionally, Installment Loans allow lenders to work with borrowers in exploring multiple payment alternatives to find the best fit for their needs. Users have the flexibility to set their own internal protocols and design an underwriting waterfall, equipping lenders with effective tools to manage incoming leads. As certain tech-savvy lenders seek to gain a competitive edge, EPIC also offers its EDGe (External Decisioning Gateway), which seamlessly integrates external decision-making into the traditional EPIC underwriting framework. This cutting-edge feature significantly improves the lending process, enabling lenders to address a wider array of borrower requirements with greater efficiency and responsiveness. By continuously evolving its offerings, EPIC ensures that lenders are well-equipped to thrive in a dynamic market.

What is Addy AI?

Addy AI is a cutting-edge mortgage lending platform that harnesses the power of artificial intelligence to simplify manual processes within the loan journey, allowing mortgage teams to close loans at a faster pace. This platform boasts customizable AI agents that are adept at pre-underwriting loans, validating documentation against defined lending standards, identifying missing information, and offering solutions for any eligibility issues encountered. It thoroughly reviews loan conditions and AUS results, examines existing files, and aids teams in pinpointing any further information needed from clients. Additionally, Addy AI skillfully extracts and evaluates essential data from borrower documents, such as income details and pertinent loan information, thereby reducing dependence on manual file checks and data entry tasks. These specialized agents are adjustable according to an organization’s specific data, lending criteria, rate sheets, and operational workflows, promoting consistency in decision-making. Furthermore, the platform integrates effortlessly with numerous loan origination systems, CRMs, point-of-sale solutions, Microsoft Teams, and other software, ensuring automatic updating of loan information to boost efficiency and precision. As a result, Addy AI stands as a transformative force in mortgage lending technology, streamlining the loan process for all parties involved while enhancing user experience. By leveraging advanced AI capabilities, it helps mortgage professionals focus on providing exceptional service to their clients.

Media

Media

Integrations Supported

Bonzo
Encompass
Finmo
Flinks
Gmail
Google Drive
HubSpot CRM
MSP Mortgage Servicing System
MeridianLink Access
Microsoft Outlook
Microsoft Teams
Salesforce
Twilio

Integrations Supported

Bonzo
Encompass
Finmo
Flinks
Gmail
Google Drive
HubSpot CRM
MSP Mortgage Servicing System
MeridianLink Access
Microsoft Outlook
Microsoft Teams
Salesforce
Twilio

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

EPIC Loan Systems

Date Founded

2010

Company Location

United States

Company Website

epicloansystems.com

Company Facts

Organization Name

Addy AI

Date Founded

2022

Company Location

United States

Company Website

addy.com

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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