Calls, Playback & Export
Review processed calls, ask questions, and get the loan file out of the iPhone app. Search calls from the search icon on Home > Calls.
Open a call
On Home > Calls, tap any call. The call has two tabs:
| Tab | What's there |
|---|---|
| Recording | Play the call audio and read the transcript. |
| Notes | Switch between Summary (the call recap and next steps) and Loan data (the borrower, employment, income, asset, and loan fields Aila extracted). |
Ask Aila
- About one call: Open a completed call, go to the Notes tab, and use Ask Aila about this call at the bottom.
- About a borrower: On Home > Contacts, open a contact and use Ask Aila about followed by the contact's first name to ask across every conversation, for example "What follow-ups did we promise?"
Email yourself the MISMO 3.4 file
- Open the call and go to Notes > Loan data.
- Tap Email me MISMO 3.4.
- Choose what to export: This call only, or Full loan file (every call linked to the borrower).
- Import the 1003 file (MISMO format) from your email into your LOS.
To check the fields first, open the call's ⋯ menu and tap Review MISMO. The review sheet marks fields as Low confidence — verify before export, lets you edit them, and has its own Email me the MISMO 3.4 button.
From a contact, Email me the 1003 sends the borrower's full loan file.
Set your default in Settings > Export defaults: Ask every time, This call only, or Full loan file.
With ARIVE or LendingPad connected, the Intake Agent builds the file in your LOS automatically, so you don't need this step.
Related
- Capturing Calls on iPhone
- MISMO 3.4 Export: the web export workflow.