Built for AIME members

Then grow your agent team

Our Intake and Call Compliance agents and Ask Aila are available to everyone: set yourself up today by connecting your phone, CRM, and LOS. Enterprise teams get every agent. Set up an onboarding call with our team, and our agents handle every file from the discovery call all the way to underwriting.

1. On the call

   Start here

   Intake Agent

   Hang up. The loan file is already built.

   • Creates a new loan file in your LOS when the call ends (or a MISMO 3.4 file to import)
   • Automatically updates your CRM: call summaries, tasks and reminders, and stage changes
   • Keeps an audit trail of credit consent from every call

   Done on hang-up

   • New loan file in your LOS
   • Call summary in your CRM
   • Follow-up task created
   • Stage moved to Pre-approval

   Credit consent logged

2. Every call

   Included

   Call Compliance Agent

   You don't have time to listen to every call. Your Call Compliance Agent does.

   • Scores every call against your custom rubrics
   • Flags DNC, missed disclosures, and rate quoting
   • Tracks dials, time on the phone, and tone

   92call score

   • Disclosures read
   • No rate quoted
   • DNC checked
   • Follow-up booked

3. Docs arrive

   For enterprise teams

   Pre-Approval Agent

   Every doc checked and income calculated, with the math shown.

   • Labels every document and flags what's clean, has an issue, or is missing
   • Calculates tough income like self-employed and bank statement, with MGIC, Enact, or custom methods
   • Flags large deposits, stale pay stubs, expired IDs, and new needs like a VOE or LOE

   Qualifying income

   $6,435/mo

   $41.25 × 36 hrs × 52 ÷ 12 · from 2 pay stubs

   Pay stub matches W-2

   $12,000 deposit needs a source

4. Contract signed

   For enterprise teams

   Ops Prep Agent

   A clean file before underwriting.

   • Runs your SOP, in your words. Give us your SOP and we set it up for you
   • Pulls the county tax bill and saves the PDF to the file
   • Proposes each correction with the before value, the after value, and the evidence

   Base income

   $7,150.00$6,435.00Approved

   Auto loan

   Not on 1003$412/moApproved

   County tax bill

   MissingPDF savedApproved

5. Anytime

   Included

   Ask Aila

   Ask anything about your calls, team, or files.

   • Quick answers about your setup, customers, and team
   • Suggests setup changes and applies them for you
   • On Enterprise, knows every file and borrower conversation

   What's holding this file back?

   Two things: Elena's second pay stub, and a source for the $12,000 deposit on 8/14. Want me to draft the borrower email?

6. Build more

   For enterprise teams

   Custom Agents

   Built around how your team works.

   • Built for the task that eats your team's day
   • Set up around your SOPs, in your words
   • Connected to your LOS, CRM, and lender portals

   • Credit Review AgentFlags derogatory marks that would stop the loan
   • Operations Intake AgentCustom doc labeling and storage for specific lender portals

   Have ideas?Request custom agent