Your AI Assistant for underwriting guidelines
Find faster answers, reduce mistakes, and close more loans.

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.

Supercharge Your Teams
Streamline sales and ops with AI-powered guideline navigation.
Sales
Underwriters
Managers
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.
Frequently Asked Questions
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.
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.
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.
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 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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