Your AI Assistant for underwriting guidelines

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

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Guideline Guru AI Assistant Interface

Features

Explore the AI Assistant's powerful features

Ask about all your loan programs

Ask about all your loan programs

Find answers to guideline questions across 100+ loan programs, including Conventional, Government, Non-QM, Jumbo, DPA, and Bond programs — plus Federal & State compliance rules.

No more juggling multiple websites and PDFs.

Verify the answer by viewing the source

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

Verify the answer by viewing the source
Always up to date

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.

Accuracy done right
Add your overlays

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.

Enterprise-Grade security and support

Benefits

Supercharge Your Teams

Streamline sales and ops with AI-powered guideline navigation.

Sales icon

Sales

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

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 icon

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 1,000,000 questions answered for 60+ 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

Ready to experience the difference? Join 60+ leading lenders using Guideline Guru.

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FAQs

Frequently Asked Questions

Find answers to common questions about our product.

Which teams can benefit from Guideline Guru?
I'm a manager and get asked a lot of guideline questions. Can Guideline Guru help?
Do experienced Underwriters use Guideline Guru?
Can I add my overlays to Guideline Guru?
Can I search my Non-QM and Jumbo investors in Guideline Guru?
Can I search my DPA and Bond programs in Guideline Guru?
Can I search federal and state compliance rules in Guideline Guru?
How much does Guideline Guru cost?
Which pricing plan do you recommend?
What contract terms do you offer, and how do I choose the right one?
I'm a large lender with strict IT requirements. Do you have enterprise-grade security?
Can I add my broker and correspondent partners to Guideline Guru?
Who is on the Guideline Guru team?
When did you start Guideline Guru?
Can I meet you in person at any upcoming conferences?

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