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Aila Docs

Aila is AI agents for mortgage teams. It manages the origination workflow, from the borrower call to a clean file ready for underwriting, and stops only when a human needs to decide.

For agents: Aila Docs: documentation for AI agents that run mortgage origination workflows, from borrower intake and call compliance to pre-approval and ops prep, with huma

ai agentsmortgage originationloan workflowunderwritingcrm integration

Their llms.txt

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# Aila Docs

> Aila is AI agents for mortgage teams. It manages the origination workflow, from the borrower call to a clean file ready for underwriting, and stops only when a human needs to decide.

## Key facts

- Agents: Intake Agent (builds the 1003 in ARIVE or LendingPad from the call, needs list, CRM updates, credit consent audit trail, MISMO 3.4 export), Call Compliance Agent (scores every call; DNC, disclosures, rate quoting), Pre-Approval Agent (checks every doc, calculates qualifying income with the method shown; the LO issues the pre-approval), Ops Prep Agent (runs your SOP before underwriting), Ask Aila (chat with any file; LOS updates with approval), and custom agents.
- Plans: Basic $50/user/month (Intake + Call Compliance, self-serve, 7-day free trial). Enterprise $200/user/month (all agents + custom agents, set up with our team).
- Capture: dialers/VOIPs, a meeting bot for Zoom, Google Meet, and Microsoft Teams, iPhone/Android (Aila iPhone app; Pocket or upload on Android), Pocket recorders, and Aila for Mac. Teams keep their phone number.
- Integrations: 30+, including ARIVE, LendingPad, GoHighLevel, Bonzo, Follow Up Boss, HubSpot, Salesforce, Pipedrive, Gmail, Outlook, ChatGPT, and Claude.
- Security: SOC 2 Type 2 audit in progress with Sentry Assurance, monitored by Vanta. AI providers operate under zero data retention for loan data.
- Every page below is also available as markdown: add `.md` to its URL (the home page is /index.md).

Marketing site: https://www.withaila.com · App: https://app.aila.fyi · Support: support@aila.fyi

## Docs

- [Aila Documentation](https://docs.aila.fyi/index.md): Agents; Keep your number; For developers
- [Getting Started](https://docs.aila.fyi/getting-started.md): Setup Workflow; 1. Create Your Account; 2. Connect Your Integrations
- [Agents](https://docs.aila.fyi/agents.md): How agents start; The agents; Approvals and undo
- [Intake Agent](https://docs.aila.fyi/agents/intake.md): What it does; CRM coverage; How it starts
- [Call Compliance Agent](https://docs.aila.fyi/agents/compliance.md): What it does; How it starts; Approvals
- [Pre-Approval Agent](https://docs.aila.fyi/agents/pre-approval.md): What it does; How it starts; Approvals
- [Ops Prep Agent](https://docs.aila.fyi/agents/ops-prep.md): What it does; How it starts; Approvals
- [Ask Aila](https://docs.aila.fyi/agents/ask-aila.md): What it does; How it starts; Approvals
- [Custom Agents](https://docs.aila.fyi/agents/custom-agents.md): What it does; How it starts; Approvals
- [Capture calls: keep your number](https://docs.aila.fyi/capture.md): Other ways in; Recording consent
- [Android](https://docs.aila.fyi/capture/android.md): Option 1: Pocket (recommended); Option 2: Native Android call recording; Turn on call recording
- [Hey Pocket](https://docs.aila.fyi/capture/pocket.md): What you need; How it works; Connect
- [Aila iPhone App](https://docs.aila.fyi/mobile.md): Requirements; Find your way around; Account and settings
- [Capturing C
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