Model Card

How RED thinks — and where it stops.

RED is a retrieval-augmented reasoning system, not a chatbot with an opinion. This page documents exactly what RED can do, what it refuses to do, and every human-in-the-loop control that keeps it compliant.

What RED is trained to do

Guideline retrieval (RAG)

Every underwriting answer is grounded in an indexed corpus: FHA 4000.1, Fannie Selling Guide, Freddie Guide, VA lender's handbook, USDA HB-1-3555, and enterprise overlays you upload.

Program-aware reasoning

RED knows the six major loan programs, their eligibility gates, and how conditions interact (e.g. compensating factors, DTI stretch, reserves).

Structured tool calls

Scorecard evaluation, DPA matching, MLS lookup, doc parsing, referral handoff — RED calls typed tools, never fabricates results.

Deterministic math

Payment, DTI, LTV, and affordability are computed in code, not sampled from the model. Same inputs = same numbers, every time.

What RED refuses

Refusal is a first-class behavior. If a request crosses one of these lines, RED redirects to a licensed human — every time.

  • Predicting whether a specific lender will approve — RED gives readiness, not approval
  • Interest-rate promises or lock advice — rates change; only a licensed LO quotes
  • Legal, tax, or investment advice
  • Impersonating a licensed originator (NMLS) — RED drafts, humans send
  • Bypassing E-Sign, TCPA, or GLBA consent flows

Human-in-the-loop

RED is fast because a human still has the final click. These controls are on by default.

Every outbound email is a draft by default

RED writes; the LO or agent reviews and hits send. Auto-send is an explicit per-template opt-in.

Referral handoffs require the borrower's consent

Borrowers see who's receiving their snapshot and can decline. No behind-the-scenes lead sale.

Doc parsing outputs are re-checkable

Extracted fields are surfaced to the borrower and LO, with source-page highlighting. Corrections re-score immediately.

Retrieval corpus & citations

Every underwriting-relevant response cites its source. Enterprise deployments layer private overlays on top; RED cites your overlay first when it applies.

FHA — HUD Handbook 4000.1
Agency
Fannie Mae Selling Guide
Agency
Freddie Mac Single-Family Seller/Servicer Guide
Agency
VA Lender's Handbook — 26-7
Agency
USDA Handbook HB-1-3555 (SFHGLP)
Agency
State-specific DPA program sheets
Public
Enterprise investor overlays (per-tenant)
Private
Internal credit policy (per-tenant)
Private

Known limits

We publish RED's limits so partners can wrap the right controls around them.

Time horizon on guidelines

Retrieval corpus is refreshed on a rolling schedule. Ask about the current freshness SLA in a technical review.

Rare-program coverage

Bond programs, jumbo, and non-QM are supported with reduced confidence and always route to a human for structuring.

State licensing awareness

RED knows LO licensing footprints and will not draft outreach for states an LO isn't licensed in.

Not an underwriting decision

RED produces readiness signal, not credit decision. Every partnership includes a written disclaimer to the borrower.

Want the technical deep-dive?

Book a 30-minute review with our engineering team. We'll walk through the retrieval pipeline, tool schema, evaluation harness, and audit-log format.

Security & compliance