Introduction

Aila Documentation

Aila is AI agents for mortgage teams. It manages the origination workflow, from the borrower call to a clean file ready for underwriting, and stops only when a human needs to decide.

Aila moves first. A call ending, a borrower document arriving, or a trigger you set, like a stage change, starts the agents. They do the work in the systems your team already uses (your LOS, CRM, email, and calendar) and hand you only the decisions.

Agents

  • Intake Agent: Transcribes and summarizes every call, updates the CRM, builds the 1003 in ARIVE or LendingPad, builds the needs list, and captures credit consent.
  • Call Compliance Agent: Scores every call on your scorecards. Flags DNC, missed disclosures, and rate quoting. Tracks dials, talk time, and tone.
  • Pre-Approval Agent: Labels and checks every document and calculates qualifying income with the method shown.
  • Ops Prep Agent: Runs your SOP before underwriting and proposes corrections with before/after values and evidence.
  • Ask Aila: Chat about your setup, calls, coaching, and CRM. On Enterprise, chat with any loan file and update the LOS with your approval.
  • Custom agents: Built around your team's SOPs.

Basic ($50/user/month) includes the Intake and Call Compliance Agents and is self-serve. Enterprise ($200/user/month) adds every agent and is set up with our team. See Plans.

Keep your number

Aila hears every call, wherever it happens. See Capture Calls.

  • Dialers/VOIPs: Recordings sync once connected. See Phone & Dialers.
  • Video calls: The meeting bot joins Zoom, Google Meet, and Microsoft Teams.
  • Your cell phone: Record calls on your iPhone and share them to the Aila app in a few taps. On Android, upload the recording to the Aila web app. Using a Plaud or Pocket recorder? Connect it once and every call uploads to Aila automatically.
  • Your Mac: Aila for Mac records any call, no bot.

For developers

Security

SOC 2 Type 2 audit in progress with Sentry Assurance, monitored by Vanta. Our AI providers operate under zero data retention for loan data. See Security & Data.

Next steps

Getting Started