Coaching, Scripts & Sales Enablement

Two of the three tools post a price. Guideline Buddy posts a Free plan; Premium $12/mo or $144/yr, with a Company plan for brokers, lenders and investors by quote. Mortgage Guidelines AI posts $49/mo (1 user); $125/quarter; $440/yr; Team $33/user/mo (3-250 users). Aithena Train, the practice-call module of the Insellerate lending CRM, is quote-based and sold to retail branches, consumer-direct and wholesale lender channels.

The AI here coaches in two ways: Guideline Buddy and Mortgage Guidelines AI answer agency and investor guideline questions in chat with links to the source section, with Guideline Buddy comparing one scenario across Fannie, Freddie, FHA, VA, USDA and Non-QM and Mortgage Guidelines adding a live expert desk and bulletin-aware updates, while Aithena Train runs practice calls against an AI borrower that raises objections and gives managers coaching analytics. Posted prices run from a free plan to $49/mo for a single user; two tools post a price and one is quote-based, and every figure was read on the vendor's own site on October 31, 2026. No vendor in this category posts a SOC 2, TCPA or borrower-data statement: Guideline Buddy's privacy policy describes commercially reasonable safeguards, US storage and model training on uploaded content with an opt-out by request, and Aithena Train and Mortgage Guidelines AI post none; none of the three sells outbound texting, so TCPA language does not apply. None of the three names Encompass, Arive, Total Expert, BNTouch, Jungo or Follow Up Boss as an integration.