Edge Buddy 2.0

Platform Overview

Edge Buddy 2.0 · edgebuddy2.0.com · Live

Total Users

1,847

↑ 47 this month

Active Today

643

↑ 18% vs yesterday

Queries Today

4,218

↑ 31% vs avg

Lenders Indexed

163

3 pending review

Top Active Users Today

Loan Officer	Queries	Mode
James Rodriguez	47	Guidelines
Amanda Foster	39	Recruiting
Chris Nguyen	34	Growth
Taylor Brooks	28	Guidelines
Maria Santos	24	Recruiting

Recent Activity

📋

FHA guideline update detected and synced automatically

2 minutes ago

👤

12 new users onboarded from Dallas branch

1 hour ago

⚡

Model Match API rate limit refreshed

3 hours ago

📄

Fannie Mae condo warrantability update synced

5 hours ago

🏦

NewRez guidelines uploaded by admin

Yesterday, 4:22 PM

User Management

1,847 total users · 643 active today

All Loan Officers

Name	Email	Branch	Last Active	Role	Status
James Rodriguez	j.rodriguez@edgehomefinance.com	Dallas HQ	Just now	Loan Officer	Active
Amanda Foster	a.foster@edgehomefinance.com	Houston	12 min ago	Loan Officer	Active
Chris Nguyen	c.nguyen@edgehomefinance.com	Austin	34 min ago	Loan Officer	Active
Sarah Kim	s.kim@edgehomefinance.com	San Antonio	2 hours ago	Branch Mgr	Active
Marcus Webb	m.webb@edgehomefinance.com	Dallas HQ	Yesterday	Loan Officer	Inactive
Taylor Brooks	t.brooks@edgehomefinance.com	Plano	1 hour ago	Loan Officer	Active
System Admin	admin@edgehomefinance.com	HQ	Now	Admin	Admin

Guidelines Library

163 lenders indexed · Auto-sync enabled for Agency sources

📄

Upload Lender Guidelines

Drop PDF guideline files here, or click to browse. Supports bulk upload of up to 50 files.

Lender Guidelines

Lender	Type	Last Updated	Source	Status
FHA / HUD	Government	Today, 6:02 AM	Auto-sync	Live
VA	Government	Today, 6:02 AM	Auto-sync	Live
Fannie Mae	Agency	Today, 6:04 AM	Auto-sync	Live
Freddie Mac	Agency	Today, 6:04 AM	Auto-sync	Live
UWM	Wholesale	Mar 14, 2025	Uploaded PDF	Live
Rocket Pro TPO	Wholesale	Mar 10, 2025	Uploaded PDF	Live
PennyMac	Wholesale	Feb 28, 2025	Uploaded PDF	Needs Update
loanDepot	Wholesale	Mar 12, 2025	Uploaded PDF	Live
Angel Oak	Non-QM	Mar 8, 2025	Uploaded PDF	Live
JMAC Lending	Non-QM	Feb 20, 2025	Uploaded PDF	Needs Update

Activity Log

Real-time platform usage and system events

All Events

Time	User	Event	Mode	Details
Now	James Rodriguez	Query sent	Guidelines	"UWM max DTI conventional 680..."
2 min ago	System	FHA guideline sync	Auto-sync	DTI max updated to 57%
5 min ago	Amanda Foster	Model Match lookup	Recruiting	CrossCountry LOs in Dallas
12 min ago	Chris Nguyen	Query sent	Growth	"Which past clients can refi..."
18 min ago	Taylor Brooks	Login	—	Dallas, TX · Chrome
22 min ago	Maria Santos	Query sent	Recruiting	"Fairway Mortgage LOs in Houston"
1 hr ago	Admin	User bulk import	—	12 users added from Dallas branch

Model Match Integration

Configure API access for LO and Realtor production data

⚡ API Configuration

Enter your Model Match API credentials to enable production data lookups for all loan officers.

API Key

API Endpoint

Organization ID

🔐 Access Control

Control which features of Model Match are available to loan officers.

LO Production Lookup

Allow LOs to search competitor production

Realtor Production Data

Access agent production for outreach

Require Individual Login

LOs must authenticate separately

LOS Integration

Connect your Loan Origination System to pull pipeline and production data

🏦 LOS Connection

Connect Encompass, BytePro, or another LOS to give Edge Buddy access to real pipeline and production data for each LO.

LOS Platform

LOS API URL

API Token

📊 Data Sync Settings

Control what data Edge Buddy pulls from your LOS.

Pipeline Data

Active loans and statuses

Closed Loan History

Past clients for refi outreach

Production Stats

Monthly volume and unit counts

Referral Partner Data

Agent and referral source tracking

Guideline Auto-Sync

Daily scraping of agency and government guideline sources

Sync Sources

Source	URL	Last Sync	Next Sync	Status
FHA / HUD 4000.1	hud.gov/program_offices	Today 6:02 AM	Tomorrow 6:00 AM	Active
VA Lenders Handbook	benefits.va.gov/warms	Today 6:02 AM	Tomorrow 6:00 AM	Active
Fannie Mae Selling Guide	fanniemae.com/selling-guide	Today 6:04 AM	Tomorrow 6:00 AM	Active
Freddie Mac Guide	freddiemac.com/sell/guide	Today 6:04 AM	Tomorrow 6:00 AM	Active
USDA Rural Dev	rd.usda.gov/resources	Today 6:06 AM	Tomorrow 6:00 AM	Active

Platform Settings

Global configuration for Edge Buddy 2.0

🌐 Domain & Branding

Configure your platform domain and branding settings.

Domain

Platform Name

Company Name

Support Email

🔐 Authentication

Configure how your 1,800+ loan officers sign in.

SSO / SAML Login

Enterprise single sign-on

Email/Password Login

Standard credential login

Require 2FA

Two-factor authentication

Auto-logout (8 hrs)

Security timeout

🤖 AI Configuration

Control AI behavior across the platform.

AI Model

Guidelines Mode

Recruiting Mode

Business Growth Mode

📧 Notifications

Manage system alerts and notifications.

Guideline Update Alerts

Email admins when guidelines change

New User Notifications

Weekly Usage Report

Error Alerts