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Guideline Buddy
Chat assistant that answers loan-scenario and underwriting-guideline questions in plain language with links to the source guideline.
| What the AI does | AI-Powered Guideline Search; Cross-Program Scenario Comparison across Fannie, Freddie, FHA, VA, USDA and Non-QM; custom chatbots on Company tier |
|---|---|
| Who it serves | Independent loan officers, Mortgage broker shops, Mortgage teams |
| Starting price | Free plan; Premium $12/mo or $144/yr |
| Pricing model | Per month flat |
| Free trial | Free plan available |
| Best fit | Solo LO, Broker shop |
| Category | Coaching, Scripts & Sales Enablement |
| Also fits | Pre-Approval, Pricing & Scenario Tools |
| Compliance | Not posted — no TCPA-consent or borrower-data statement was found on the vendor's site. That is a gap in what's posted, not a finding about the vendor; ask before you buy. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Guideline Buddy answers agency and investor guideline questions in chat with links to the source guideline, and compares one scenario across Fannie, Freddie, FHA, VA, USDA and Non-QM. The free plan includes 20 single-guideline and 5 multi-guideline chats a month; Premium is $12/mo or $144/yr for unlimited prompts, and a Company plan with custom chatbots for brokers, lenders and investors is priced by quote.
The privacy policy describes commercially reasonable safeguards, US data storage and model training on uploaded content with an opt-out by request; no SOC 2 or borrower-data statement is posted, so ask before you upload borrower files.
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