Your AI Assistant for underwriting guidelines
Find faster answers, reduce mistakes, and close more loans.
Find faster answers, reduce mistakes, and close more loans.
Features
Find answers to guideline questions by searching over 200 loan programs, including Conventional, Government, Non-QM, Jumbo, DPA, and Bond programs — plus Federal & State compliance rules.
No more juggling multiple websites and PDFs.
AI answers include links to the official guidelines, enabling quick verification.
Our data team keeps the AI's reference guidelines updated so you're always working with the latest information.
Our staff and underwriters continuously review AI responses to refine and enhance accuracy. Feedback from our large user network helps catch and correct errors.
We continuously add to, and update, the AI's data to ensure it has the information it needs to deliver accurate responses.
Integrate your own overlays, announcements, and custom rules.
The AI seamlessly combines official program guidelines with your unique data for more accurate, comprehensive answers.
Deploy a secure solution that meets the stringent IT and security requirements of large lenders. We're prepared to navigate your organization's security process to ensure a smooth onboarding experience.
Benefits
Streamline sales and ops with AI-powered guideline navigation.
Testimonials
Trusted by some of the best in the industry, including multiple top-ranked Scotsman Guide™ lenders.
"The answers are specific and I like that it doesn't just spit out a link to the guidelines but actually provides an answer. I like the guideline links in the citations if you need to explore something deeper but the answers to the questions I've been throwing out are very concise. So far, all of the information provided has been accurate from what I can tell and has been very helpful!"
Senior Loan Officer
"The logic and reasoning of Guideline Guru is insane. It totally addressed my concerns on my latest question and I wasn't even asking it to. I think it's doing an amazing job of picking up on the nuances. Honestly, some of its responses have reframed how I look at a scenario."
Senior Underwriter
"This tool has made a tremendous impact on the speed with which guideline questions can be answered both in the field and by the Underwriting team and the Scenario Desk!"
SVP of Underwriting
"I don't see why any lender wouldn't want this."
Senior Loan Officer
"I'm so impressed with Guideline Guru. I can't believe how smart and conversational it is."
Senior Underwriter
FAQs
Find answers to common questions about our product.
Guideline Guru is most heavily used by Sales and Underwriting teams. Processing, Closing, and Credit teams also find it to be a critical resource for locating and referencing guidelines.
Absolutely! Managers can use Guideline Guru to quickly search for guideline answers and it can cut down on your time spent fielding questions. You can also give your team access so they can find answers independently.
Yes! Seasoned Underwriters rely on Guideline Guru to stay current on the latest guidelines, to quickly locate official sources, and to view all their references in one place.
Yes! We can incorporate your overlays and announcements, and ensure they remain up to date. Once your overlays are added, Guideline Guru will answer using both the program guidelines and your overlays.
Over 200, and we’re continuing to add more. Our goal is to bring all your guidelines into one place and make them AI-searchable. You can search programs from investors for which you’re an approved partner.
Yes! You can search top Non-QM and Jumbo investors in Guideline Guru for no additional charge. If we don't support one of your investors, we'll work with you to get them added.
Yes! You can search top national and state-level DPA and Bond programs in Guideline Guru for no additional charge.
Yes! You can search federal compliance rules in Guideline Guru, and we're actively adding state compliance rules. If we don’t yet support one of your states, we’ll work with you to get it added.
We offer both per-user and full-team pricing plans. Contact us for a quote—typically, we just need to know how many Sales, Processors, and Underwriters you have, as well as any overlays you'd like to include.
We suggest our full-team plan. It's a discounted, flat monthly fee that covers your entire organization, allowing everyone to quickly find and share guideline answers without extra per-user charges. Plus, because there's no user tracking required, billing is simplified for both sides.
We offer flexible monthly and annual contracts. Monthly contracts are ideal if you don't need enterprise features or custom work. Annual contracts are a better fit for larger organizations or those requiring more customized deployments, and they also allow you to lock in your pricing for a year.
Yes. Guideline Guru has been deployed by large lenders and meets rigorous security standards—including SSO, data encryption, and administrative controls. Our team has deep mortgage data and security expertise to ensure a smooth onboarding for organizations with strict IT requirements.
Yes! Contact sales@guidelineguru.ai to learn more.
We're a team of experienced technology and industry professionals who enjoy building software to simplify the mortgage process. Learn more about our team on our LinkedIn page.
We began building Guideline Guru in January 2023, following the breakthroughs in generative AI that made this powerful tool possible. We rolled out our first deployments to users just a few months later.
Yes! We regularly attend major MBA conferences such as MBA Annual, MBA Secondary, and IMB. Contact us at sales@guidelineguru.ai to schedule a meeting—we'd love to connect with you face to face.
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