ADwise Reinforces AD Mortgage’s Commitment to Innovation

AD Mortgage’s AIM Partner Portal was recently recognized with the PROGRESS in Lending Innovation Award, confirming our ongoing developments and improvements. Through innovations, we aim to make our processes more straightforward and predictable for our partners, helping to reduce manual work, save time, and win more deals. Supporting this approach, we have launched ADwise – a free 24/7 AI guideline assistant that delivers instant, policy‑aligned answers to broker and correspondent questions while keeping loans moving.  

ADwise: A Quick and Reliable Search

The new ADwise tool drastically reduces the time spent on manual research and helps you focus on more important things – your loan pipeline and deals. 

Instead of going through numerous pages and comparing AD Mortgage guidelines and programs, use the one-window assistant. The tool can guide you through property and loan requirements, lock policies, regulations, borrower eligibility, and other issues. 

What are the Key ADwise Features?

• Faster Access to Mortgage Guideline Information. With ADwise, brokers and correspondents can ask questions about guidelines and quickly receive answers in one place. There is no need to manually search across multiple documents and resources in different tabs. One ADwise window covers all your questions. 
• Approved Internal Policy Sources. ADwise is designed to reference approved internal guidelines and policies to support partner questions. Therefore, the answers are mortgage-specific and tailored to AD Mortgage’s frameworks, rather than general guidance. 
• Plain-Language Questions. Partners can ask questions using everyday language and do not have to know exact policy titles, document names, or any technical phrasing.  
• Contextual Follow-Ups. For follow-up questions related to one scenario or topic, partners can refer to the same conversation, without starting over. ADwise maintains context, allowing users to continue the dialog when needed. 
• Reduced Back-and-Forth. It is much easier to submit complete and policy-aligned files since all guideline information is provided earlier in the process and in a more convenient format. 
• 24/7 Availability. ADwise is accessible at any time partners need it. No more worries about support team availability or waiting until the next business day. Answers you need and fast. 

How to Use ADwise, the AI Guideline Assistant

The AI guideline assistant is free and can be easily accessed directly from the AD Mortgage website: ADwise 
Try this new, innovative assistant tool, and feel free to contact us if you experience any issues: adwise@admortgage.com