Home / Coaching, Scripts & Sales Enablement
Mortgage Guidelines AI
Subscription guideline service with an AI chat that answers agency guideline and scenario questions with links to the source sections, plus a live expert desk.
| What the AI does | Mortgage Guidelines AI / Guideline AI Chat ('Explore AI'): closed-system assistant with Bulletin-Aware Technology, follow-up conversations and expert backup. |
|---|---|
| Who it serves | All mortgage pros |
| Starting price | $49/mo (1 user); $125/quarter; $440/yr; Team $33/user/mo (3-250 users) |
| Pricing model | Per user per month |
| Free trial | No |
| Best fit | Solo LO, Broker shop, Lender branch |
| Category | Coaching, Scripts & Sales Enablement |
| Also fits | Underwriting Assist & Condition Clearing |
| 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
Mortgage Guidelines (formerly Mortgage Currentcy) bundles its Guideline AI Chat, a closed-system assistant with Bulletin-Aware Technology that answers agency guideline and scenario questions with links to the source section, with a live expert scenario desk, charts, income calculators and monthly rule updates. Pricing is posted at $49/mo for one user, $125 a quarter or $440 a year, with Team pricing at $33/user/mo for 3 to 250 users.
No security standard or borrower-data statement is posted on its site, so ask before you buy.