---
title: "Ops Prep Agent"
url: https://docs.aila.fyi/agents/ops-prep
source: https://docs.aila.fyi/llms.txt
---

# Ops Prep Agent

**A clean file before underwriting.**

The Ops Prep Agent (also called the pre-underwriting agent) checks the file against your SOP before it goes to underwriting and proposes every fix with evidence.

**Plan:** Enterprise.

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## What it does

- **Reads the 1003 and every document** in the file.
- **Runs your SOP, in your words, check by check.** Give us your SOP and we set it up for you, or start from Aila's standard 1003 scrub.
- **Looks up the county tax bill** and saves it to the file.
- **Proposes each correction** with the before value, the after value, and the evidence.
- **Adds a need** for each outstanding document.
- **Flags high-risk changes**, such as removing a job or an asset, so a person looks first.
- **Reports what it can't write.** Anything it can't change in the LOS stays in the report. It tells you instead of guessing.

It works in ARIVE.

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## How it starts

You start it from the loan file, or an admin sets a trigger rule so it starts on an event, such as a stage change. Teams typically run it once there's a purchase contract.

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## Approvals

Review the proposed corrections, then approve them one at a time or all at once. Approved corrections are written to the LOS. Most can be reverted from the same screen, but a sent email cannot be unsent.

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## Set it up

1. Connect ARIVE in **Settings > Connections**, and have an admin connect the ARIVE portal in **Settings > Mortgage config**.
2. Send us your SOP on your setup call. We configure the checks with you.
3. Optional: an admin sets a trigger rule in **Settings > Agent triggers** (reached from **Mortgage config**).

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## Related

- [Pre-Approval Agent](https://docs.aila.fyi/agents/pre-approval): gets the documents and income ready first.
- [Custom agents](https://docs.aila.fyi/agents/custom-agents)
- [Approvals and undo](https://docs.aila.fyi/agents#approvals-and-undo)