Intake Agent
Hang up. The loan file is already built.
The Intake Agent is Aila's core call product. It transcribes and summarizes every borrower and real estate agent call, syncs the results to your CRM, and builds the loan file so the loan officer takes no notes.
Plan: Basic and Enterprise.
What it does
- Transcribes and summarizes every call, in 100+ languages including Spanish and Portuguese. The file and CRM notes are written in English.
- Extracts the data you care about with call types and fields you define. See Call setup.
- Updates your CRM minutes after the call ends. Depending on your CRM, that includes:
- Call summaries
- Relationship notes (personal details worth remembering)
- Follow-ups and tasks
- Pipeline stage moves and tags
- Builds the 1003 in ARIVE or LendingPad from the conversation. It checks for a duplicate loan before creating anything.
- Builds the needs list from the call outcome, using your own ARIVE needs catalog.
- Captures credit consent. Aila records whether the borrower gave consent on the call, so the loan officer can see it with the transcript and recording.
- Exports a MISMO 3.4 file for any other LOS. See MISMO 3.4 Export.
CRM coverage
| CRM | What the Intake Agent writes |
|---|---|
| GoHighLevel / LeadConnector | Notes, tasks, stage, tags, custom fields |
| Bonzo, Pipedrive | Most of the list |
| HubSpot, Salesforce, Follow Up Boss, monday.com | See each integration page for what syncs |
How it starts
A call ending starts it. Some steps run on their own and some wait for a click or an approval:
- CRM sync runs automatically after each call.
- Loan file creation happens when you click Create loan in ARIVE from the dropdown next to Export MISMO on the call page. To create it after every Borrower / 1003 Conversation call with no click, turn on Create ARIVE loans from 1003 conversations in Settings > Mortgage config. It creates a loan only when ARIVE has no exact borrower match.
- Agent-built files: a call-type routing rule or an agent trigger can start the Intake Agent on a call. It reads the call, proposes the loan and 1003, and stages the needs.
Approvals
When the Intake Agent builds the loan as an agent task, these wait for your approval:
- Creating the ARIVE loan
- Applying 1003 changes
- Sending the needs email to the borrower (ARIVE sends it)
Adding needs and posting notes do not wait. Most approved changes can be undone, but a sent email cannot be unsent. See Approvals and undo.
Set it up
- Capture your calls. Pick the method that matches how you call today. See Capture Calls.
- Connect your LOS. In Settings > Connections, connect ARIVE or LendingPad. For agent-built files in ARIVE, an admin also connects the ARIVE portal in Settings > Mortgage config.
- Connect your CRM. In Settings > Connections, connect your CRM. See Integrations.
- Map the fields you care about. In Settings > Call setup > Types, add fields to a call type and map them to CRM fields.
- Make a call. When it ends, the CRM updates within a few minutes.
Related
- Calls: review the call, transcript, and extracted data.
- Contacts: every conversation with a borrower in one place.
- MISMO 3.4 Export