Loan files and MISMO

Call detail, 1003 export, and Library

• 0:00–0:45Open a processed call
• 0:45–1:26Transcript and AI summary
• 1:26–3:10Edit 1003 fields and export MISMO
• 3:10–4:26Emotions, scorecard, and stats
• 4:26–6:11Ask Aila and save to Library

Answers:

• Where is the 1003 data from this call?
• Can I fix a field before I export?
• How do I get a 3.4 into ARIVE?

Mortgage Configuration Options: FNMA Email, SSN Redaction, and ARIVE Loan Files

• 0:00–0:08Mortgage configurations overview
• 0:08–0:27Attach FNMA 3.4 / 1003 to the post-call email
• 0:27–0:55Hard-gate SSNs at transcription
• 0:55–1:31ARIVE loan file creation from a call

Answers:

• Can Aila create the ARIVE loan file automatically from a phone application?
• When does Aila push the new loan into ARIVE?
• Do I need the ARIVE enterprise API for automatic loan creation?

Mortgage Configuration Options: FNMA Email, SSN Redaction, and ARIVE Loan Files

• 0:00–0:08Mortgage configurations overview
• 0:08–0:27Attach FNMA 3.4 / 1003 to the post-call email
• 0:27–0:55Hard-gate SSNs at transcription
• 0:55–1:31ARIVE loan file creation from a call

Answers:

• What mortgage-specific settings can Aila turn on for my company?
• Where do I find the mortgage configuration options?

Mortgage Configuration Options: FNMA Email, SSN Redaction, and ARIVE Loan Files

• 0:00–0:08Mortgage configurations overview
• 0:08–0:27Attach FNMA 3.4 / 1003 to the post-call email
• 0:27–0:55Hard-gate SSNs at transcription
• 0:55–1:31ARIVE loan file creation from a call

Answers:

• How do I hide Social Security numbers from transcripts?
• Will redacting SSNs also remove them from the 1003?
• How do I keep SSNs in the application but out of plain text?