How to get call scoring inside your dialer

The Short Answer

To get call scoring for your dialer, connect the dialer to a tool that picks up each recorded call, scores it against your rubric, and sends the results to your CRM. You don't need to switch dialers. Aila connects to Quo (OpenPhone), RingCentral, Dialpad, Zoom Phone, Kixie, Aloware, CallTools, ViciDial, and more. Each recorded call is scored by the Call Compliance Agent, which flags DNC requests, missed disclosures, and rate quoting, and the summary and next steps go to your CRM.

Consumer-direct mortgage teams live in their dialer. Hundreds of calls a day, and a sales leader who can listen to maybe five of them. The recordings are all there. Nobody has time to hear them.

Some dialers have scoring built in, but it's usually generic: talk time, sentiment, keywords. Mortgage teams need to know whether the loan officer quoted a rate, skipped the recorded-line notice, or kept calling someone who asked to stop. This post covers how to get that on every call without changing dialers.

Keep your dialer

Aila isn't a phone system. It connects to 12 dialers, including Quo (OpenPhone), RingCentral, Dialpad, Zoom Phone, Kixie, Aloware, CallTools, Intermedia, ViciDial, Wavv, Blink Voice, and Wave. Loan officers keep their numbers and keep calling the way they do today.

Once connected, recorded calls come into Aila as soon as they end. Nobody downloads or uploads anything.

If your dialer isn't on the list

iPhone: the Aila iPhone app picks up your call recordings.
Zoom, Teams, and Google Meet: a meeting bot joins from your calendar.
Mac: the desktop recorder captures calls on your computer.
Anything else: upload recordings, or send them through the API.

What to score on a mortgage call

Score what your best manager listens for. The Call Compliance Agent scores every call against your rubric, and each answer points to the part of the call that explains it.

DNC requests. Flagged on every call, along with numbers that were dialed again after the borrower asked to stop.
Disclosures. The recorded-line notice and anything else your compliance team requires.
Rate quoting. Whether the loan officer quoted a rate or promised an approval.
Discovery. Income, assets, debts, property, and timeline covered.
Next step. Whether the call ended with a credit pull, an application, or a clear follow-up.

Where the results go

A score in a separate dashboard gets ignored. Aila writes the summary, notes, tasks, and stage to your CRM, whether that's GoHighLevel, Salesforce, HubSpot, Bonzo, Follow Up Boss, or Pipedrive. Leaders get a short list of calls that need attention, and loan officers see their own scores and coaching.

Aila also tracks dials, time on the phone, speed to lead, and tone, so a leaderboard and coaching queue come with it.

Then keep going: the loan file

The call that gets scored also holds the application. The Intake Agent builds the application and needs list in your LOS from the same call. See AI loan officer assistant.

Plans

Call scoring is included in Basic at $50 per user per month, with a 7-day free trial and no contract. See pricing and the full list of integrations.

Frequently Asked Questions

Do I have to switch dialers?

No. Aila connects to the dialer you already use, and loan officers keep their numbers.

Does it work with Dialpad?

Yes. Connect Dialpad, and recorded calls come into Aila as soon as they end.

What if my dialer isn't supported?

Use the iPhone app, the Mac desktop recorder, or a meeting bot, or upload recordings directly. You can also request an integration.

Does it work for Spanish-language calls?

Yes. Aila scores calls in about 100 languages, including Spanish and Portuguese, and writes the summary and notes in English.