Security & Trust
Private & Restricted
Your chatbot and all data belong to your organization and can only be accessed by authenticated and authorized users.
User Protection
Data cannot be traced to any specific user.
Powered by AWS
Securely built on AWS using AWS best practices: CIS v3.0.0 Benchmark & AWS Well Architected Review
Industry-standard Encryption
Encryption with TLS1.3+ in transit and 256-bit AES at rest.
Self-Contained
Chatbots cannot share data among themselves, even in the same account.
Compliance
SOC 2 Type II Compliant with Continuous monitoring https://insydeai.trust.site/
FAQ
Insyde AI is a platform that provides secure AI agents built specifically for the mortgage industry. These agents help teams automate tasks, access company data quickly, and improve decision-making without requiring technical expertise
Corporate Sidekick is an AI-powered workplace agent that helps employees manage emails, analyze documents, extract insights from spreadsheets, and automate daily tasks while keeping company data secure.
Yes. Insyde AI integrates with industry tools such as Encompass, PollyEx, Optimal Blue, SharePoint, and CRM platforms like Total Expert, allowing teams to access real-time data and automate workflows.
The Loan Client & Sales Agent helps loan officers by retrieving real-time loan data, generating refinance or purchase offers, identifying sales opportunities, and answering loan-related questions instantly.
Yes. Through integrations with pricing engines like PollyEx and Optimal Blue, Insyde AI can automatically retrieve the latest mortgage rates when generating loan offers.
Yes. Insyde AI can search, summarize, and analyze company documents and can be connected to SharePoint or other knowledge sources to ensure agents always use the most up-to-date information.
Yes. Companies can create custom AI agents for different departments, such as HR, Compliance, Operations, or Non-QM guidelines, each trained on their own internal knowledge and documents.
Yes. Insyde AI offers AI-powered voice agents that can make outbound calls, answer inbound calls, capture borrower information, and route customers to the appropriate loan officer.
Yes. Insyde AI is designed with enterprise security and privacy in mind, ensuring company data remains protected and only accessible to authorized users.
You can start by requesting a live demo, where our team will walk you through the platform, integrations, and how AI agents can be customized for your organization.
The AI assistant can retrieve loan information, summarize loan files, answer loan-related questions, and help generate refinance or purchase offers using data from Encompass.
Yes. Loan officers can ask questions such as “Show my active loans” or “Which loans are closing this week?” and the assistant will retrieve the relevant information from Encompass.
Yes. The assistant can use borrower and loan details from Encompass to help generate refinance, purchase, or cash-out refinance offers quickly and accurately.