Mortgage teams live inside their CRM every day.

It is where loan officers manage relationships, track opportunities, follow up with borrowers, and keep their pipeline moving.

But once a borrower is ready to move forward, the real file work often happens somewhere else. Documents, income, assets, conditions, missing items, and file readiness all sit outside the CRM workflow.

That creates unnecessary switching, manual handoffs, and missed next steps.

That is why Rad CRM is launching Rad LOA powered by Addy AI, an AI-powered loan officer assistant built directly into the RAD CRM workflow.

AI loan file support inside the CRM workflow

Rad LOA powered by Addy AI brings Addy’s mortgage AI capabilities closer to where loan officers and processors already work.

With Rad LOA, teams using both Rad CRM and Addy AI can move from CRM context into the right Addy loan file and continue working through the file with AI-assisted support.

The goal is simple: help mortgage teams spend less time switching systems and more time moving borrowers forward.

What Rad LOA powered by Addy AI helps teams do

Rad LOA powered by Addy AI is designed to support practical mortgage workflows, including:

• Opening or continuing work on the right Addy AI loan file from Rad CRM

• Reviewing borrower documents

• Identifying missing or incomplete items

• Supporting income and asset review workflows

• Surfacing potential file issues earlier

• Helping teams prepare cleaner files

• Giving loan officers and processors clearer visibility into what needs attention next

This is not just automation

It is AI-assisted loan file support built to help mortgage teams work faster, stay organized, and prepare files with more clarity.

Connecting CRM execution with loan file intelligence

Rad CRM helps mortgage teams manage relationships, opportunities, and pipeline.

Addy AI helps teams review and organize the mortgage file with AI-assisted support.

Rad LOA powered by Addy brings those two workflows closer together, creating a more connected path from lead to loan readiness.

For loan officers, that means less jumping between systems.

For processors, it means clearer visibility into missing items and file issues.

For borrowers, it means a smoother path forward.

Availability

Rad LOA powered by Addy AI is available today

You can get started right away and loan officers can get set up in minutes and start experiencing efficiency in their workflow.

Rad CRM remains the hub for mortgage relationship. With Rad LOA powered by Addy AI, that workflow now becomes even more operational, bringing AI-assisted loan file review closer to the place mortgage teams already work.