Ask Aila
An agent that knows every file.
Ask Aila is a chat agent. On every plan it answers questions about your setup, calls, coaching, and CRM data. On Enterprise it also has the full context of every loan file and borrower conversation.
Plan: Chat about setup, calls, coaching, and CRM: Basic and Enterprise. Loan-file chat: Enterprise.
What it does
- Answers questions about your calls, contacts, scorecards, and settings.
- Helps configure Aila. Ask it to set up routing or call types.
- On Enterprise, answers questions about any loan file and any borrower conversation, and gives simple next steps.
- On Enterprise, updates the file in your LOS, with your approval. It can write the loan status, key dates, notes, and documents in ARIVE, and push the MISMO file or write conditions in LendingPad.
- On Enterprise, recalculates income with a different method and shows both totals first.
- On Enterprise, remembers your preferences as rules. It previews a rule before saving it. Rule saving is turned on per account.
- Asks when a request is unclear instead of guessing.
How it starts
You open Ask Aila in the sidebar, or the Ask Aila panel on a loan file, and type.
Approvals
Writes need your confirmation. Borrower messages are drafted first, approved, then sent. Nothing sends without an approved draft.
Set it up
Nothing to set up. Connect your CRM and capture calls so it has data to answer from.
Use it from ChatGPT or Claude
The Aila MCP server gives ChatGPT, Claude, and other MCP clients the same access to your calls, contacts, and settings. Writes still require approval in Aila.