Custom Agents
An agent for your own workflow.
Custom agents follow your team's SOPs. We build them with you, and admins can also create and edit agents in the app.
Plan: Enterprise.
What it does
Examples:
- Credit Review Agent: reads the credit report, the 1003, and bank statements, and reports derogatory marks, qualifying score, and debts missing from the 1003. It makes no changes.
- Operations Intake Agent: custom document labeling and storage for a specific lender portal or folder SOP. We build this per customer.
How it starts
Custom agents follow the same rules as the named agents. They start from events you choose or when someone starts them on a file.
Approvals
Custom agents show their work and wait for approval before writing to the LOS or the borrower. See Approvals and undo.
Set it up
- In the app: an admin opens Settings > Mortgage config > Loan agents, clicks New agent or Duplicate on an existing agent, then edits the prompt and tools.
- With us: click Request custom agent on withaila.com (opens in a new tab), tell us what the agent should do, and we'll scope it with you on a call. Enterprise customers can also raise it during their setup call.