Guideline Guru

Your AI Assistant for underwriting guidelines

Find faster answers, reduce mistakes, and close more loans.

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Features

Explore the AI Assistant’s powerful features

Ask about all major loan programs

Find guidelines for conventional, FHA, VA, USDA, and reverse loan programs—all in one place.

No more juggling multiple websites and PDF documents.

Verify the answer by viewing the source

AI answers include links to the official guidelines, enabling quick verification.

Always up to date

Our data team keeps the AI’s reference guidelines updated so you’re always working with the latest information.

Accuracy done right

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.

Add your overlays

Integrate your own overlays, announcements, and custom rules.

The AI seamlessly combines official program guidelines with your unique data for more accurate, comprehensive answers.

Enterprise-Grade security and support

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

Supercharge Your Teams

Streamline sales and ops with AI-powered guideline navigation.

Sales

Get faster guideline answers
Identify more loan options for your prospects
Bring data to underwriter conversations
Identify eligibility issues earlier
Be the go-to guideline expert

Underwriters

Spend less time finding guidelines
Stay up-to-date on the latest guidelines
Access all the guidelines in one place
Improve your loan quality score
Complete more loans per day

Managers

Reduce repetitive guideline Q&A
Hit loan quality & cycle time KPIs
Onboard new hires faster
Identify training needs
Increase your team’s loan volume
Testimonials

Over 150,000 questions answered for mortgage professionals across 50+ lenders

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

Frequently Asked Questions

01.
Which teams can benefit from Guideline Guru?

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.

02.
I’m a manager and get asked a lot of guideline questions. Can Guideline Guru help?

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.

03.
Do experienced Underwriters use Guideline Guru?

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.

04.
Can I add my overlays to Guideline Guru?

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.

05.
How much does Guideline Guru cost?

We offer both per-user and unlimited-user 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.

06.
Which pricing plan do you recommend?

We suggest our unlimited-user 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.

07.
What contract terms do you offer, and how do I choose the right one?

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.

08.
I’m a large lender with strict IT requirements. Do you have enterprise-grade security?

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.

09.
Can I add my broker and correspondent partners to Guideline Guru?

Yes! Contact  sales@guidelineguru.ai to learn more. 

10.
Who is on the Guideline Guru team?

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.

11.
When did you start Guideline Guru?

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.

12.
Can I meet you in person at any upcoming conferences?

Yes! We regularly attend major MBA conferences such as MBA Annual and IMB. Contact us at sales@guidelineguru.ai to schedule a meeting—we’d love to connect with you face to face.

Ready to boost your team’s productivity?

Start with a free trial for you and your team. No payment or commitment required.

Thank you for your interest, we'll be in touch shortly!
If your organization already has an account, you can login here.
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