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Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

List of Addy AI Mortgage Lending Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Flow Mortgage Co Canada Banking and Financial Services 10 $2M Canada Addy AI Addy AI Mortgage Lending Intelligent Document Processing 2024 n/a In 2024, Flow Mortgage Co Canada deployed Addy AI Mortgage Lending, Apps Category . Flow Mortgage Co Canada appears on Addy AI's list of top producers using Addy AI Mortgage Lending to accelerate loan origination by automating document review, borrower follow-ups, and loan prep tasks. The implementation specifically targets mortgage origination and finance within the Canadian broker channel, focusing on loan officers and broker facing origination workflows. Addy AI Mortgage Lending was configured to automate document intake and review, orchestrate borrower follow up communications, and prepare loans for clear to close readiness, using template driven task orchestration and rule based validation to standardize pack preparation. Configuration work centered on document classification and data extraction, task assignment for loan prep activities, and configurable notification sequences that align borrower engagement with underwriting readiness gates. The deployment emphasizes tighter LOS and CRM integration to shorten time to close, positioning Addy AI Mortgage Lending to exchange status and task data with origination systems and broker CRM records and to align loan prep workflows to LOS readiness milestones. Governance efforts focused on embedding standardized clear to close checklists into operational workflows, defining loan officer and broker responsibilities, and operationalizing the solution across the Canadian broker channel and origination teams.
Sphinx Capital Banking and Financial Services 10 $5M United States Addy AI Addy AI Mortgage Lending Intelligent Document Processing 2024 n/a In 2024, Sphinx Capital deployed Addy AI Mortgage Lending. Apps Category: Sphinx Capital configured Addy AI Mortgage Lending to consolidate loan data from emails, CRM, LOS and borrower documents into a single processing flow covering U.S. loan origination and finance workflows, with a primary focus on underwriter intake and loan file summarization. The implementation emphasized automated document ingestion and data extraction to populate standardized, branded loan summary templates for underwriters, and to surface structured loan attributes for review. Integrations were executed against email sources, the company CRM, the loan origination system and document repositories to unify borrower files and supporting materials, enabling consistent summary generation across cases. Operational coverage targeted the loan origination and finance teams in the United States, delivering underwriter-facing, auto-generated summaries to accelerate decision workflows. The project reduced loan-summary time from 10 to 60 minutes down to about 1 minute, approximately 10 times faster, enabling faster processing and greater scalability. The implementation produced consolidated loan data and automated branded loan summaries for underwriters, improving throughput in underwriting and loan processing.
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