Expert guideline answers in 8 seconds

The Scenario Desk
That Never Sleeps

Get expert guideline answers in 8 seconds — via chat or phone call. AI cross-references Fannie Mae, Freddie Mac, and lender overlays instantly. No waiting. No guessing.

No credit card required · Setup in 5 minutes · Cancel anytime

SOSGuidelines dashboard showing an AI-powered guideline answer with Fannie Mae citation
🏦 Built by mortgage professionals
📚 Fannie Mae & Freddie Mac indexed
8-second expert answers
🔒 Bank-level security

The difference is night and day

😤

Before SOSGuidelines

  • Call your AE — wait hours or days for a response
  • Text at 9pm — no answer until morning
  • Read Fannie/Freddie PDFs — miss lender overlays
  • New LO asks a question — gets it wrong, deal falls apart
  • Only Rocket Mortgage has a real scenario desk
🚀

With SOSGuidelines

  • Ask SOSGuidelines — get a cited answer in 8 seconds
  • Call at 11pm — get an instant expert response
  • AI cross-references guidelines + overlays + promotions
  • Day-one LO gets the same answer a 20-year vet would
  • Now every broker has their own scenario desk

Close more loans, faster

Every minute your LOs spend searching PDFs is a minute they're not closing deals.

Expert Guidance in 8 Seconds

Your AI mortgage advisor cross-references universal guidelines, lender overlays, and available products to deliver expert-level analysis instantly — with full citations and source references.

Every Answer Is Cited & Verifiable

No hallucinations, no guesswork. Every response includes the exact guideline source, section, and version. If the AI doesn't know, it says so — never makes it up.

📈

Day-One LOs Perform Like Veterans

New loan officers get the same quality guidance as your most experienced team members. AI eliminates months of training and dramatically accelerates ramp-up.

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Automatic Email Summaries

Every call and chat generates a professional email summary with the full advisory response, conditions, recommended products, and cited guideline sections.

See it in action

Watch how an LO gets an instant guideline answer

Watch 2-Minute Demo

Up and running in 5 minutes

Three simple steps to instant guideline answers

1

Upload Your Guidelines

Drag and drop your PDFs, overlays, and custom notes. Our AI indexes everything in minutes.

2

Your Team Asks Questions

Via chat, phone call, or web — whatever's fastest. No training needed, just ask naturally.

3

Get Expert Analysis

AI cross-references guidelines, provides actionable recommendations with full citations, and emails you a summary.

🎯

What if the AI is wrong?

Every answer includes the exact guideline source, section number, and page reference. Your team can verify any answer in seconds. If the AI doesn't have the answer, it tells you — it never makes one up.

Example citation

Source: Fannie Mae Selling Guide B3-3.1-09
"For a purchase transaction, the borrower must contribute a minimum of 3% from their own funds..."

Simple, transparent pricing

Choose the plan that fits your business. From individual brokers to enterprise lenders.

Essential

$29 /mo

Perfect for individual brokers

Chat access to all lender guidelines
430 queries per month
Usage meter
Email summaries
Start Free Trial
Popular

Pro

$99 /mo

For teams and agencies

Everything in Essential
3 team members
Voice access (call in)
Priority support
Start Free Trial
🔒 SOC 2 Compliant 🛡️ Bank-Level Encryption 💰 14-Day Free Trial 📞 Cancel Anytime

Frequently asked questions

How accurate are the AI answers?

Every answer includes direct citations from Fannie Mae, Freddie Mac, or your custom overlays — with page numbers. Your team can verify any answer in seconds.

How long does setup take?

Under 5 minutes. Upload your guideline PDFs, and our AI indexes them automatically. Your team can start asking questions immediately.

Is my data secure?

Absolutely. We use bank-level AES-256 encryption, are SOC 2 compliant, and never share your data with third parties. Your guidelines stay yours.

Can I cancel anytime?

Yes — no annual contracts, no cancellation fees. You can cancel your subscription at any time with one click.

Your competitors already have this.
Do you?

Every day without AI-powered guidelines is another day of lost deals and frustrated loan officers.

No credit card required · Free 14-day trial · Cancel anytime