IN THE FIELD GUIDE
withaila
withaila.com
Automating loan origination workflows from discovery call to underwriting readiness for mortgage teams. Automatically creates loan files in ARIVE or LendingPad from calls and exports MISMO 3.4 files for other LOS. Automatically updates CRM with call summaries, reminders, meeting invites, stage movements, and tasks.
THE PRODUCT, BEYOND THE PITCH
Automatically researched · Not editorially reviewed · Sources checked Oct 6, 2026
A good fit for
- Mortgage broker owners and loan officer teams who want to automate loan origination workflows and increase selling time.
Know the limitations
Not confirmed yet.
What you can do
- Automating loan origination workflows from discovery call to underwriting readiness for mortgage teams.
- Compliance monitoring and call scoring to ensure regulatory adherence and quality control.
Features
- Automatically creates loan files in ARIVE or LendingPad from calls and exports MISMO 3.4 files for other LOS.
- Automatically updates CRM with call summaries, reminders, meeting invites, stage movements, and tasks.
- Scores every call against custom rubrics, flags DNC, missed disclosures, and rate quoting, and tracks call metrics.
- Labels and checks every document, calculates qualifying income with MGIC-based methods, and flags issues like large deposits or expired IDs.
- Runs SOP checks, pulls county tax bills, proposes corrections with evidence, and pushes fixes into LOS with one click.
Integrations
- Integrates with ARIVE, LendingPad, GoHighLevel, Bonzo, Follow Up Boss, RingCentral, Zoom, Teams, Gmail, Outlook, ChatGPT, and 30+ other platforms.
- Connects to phone systems including Quo/OpenPhone, RingCentral, Dialpad, Zoom Phone, and others to keep your existing number.
- Supports video meeting platforms like Zoom, Google Meet, Microsoft Teams, and Roam with a meeting bot that joins and captures calls.
- Drafts borrower emails in the user's voice and sends them from Gmail or Outlook inboxes.
- Updates CRM platforms such as HubSpot, Salesforce, Pipedrive, and monday.com with summaries, follow-ups, and pipeline updates.
Platforms & data export
- Exports loan files in MISMO 3.4 format for LOS systems other than ARIVE and LendingPad.
THE COST FOR YOUR TEAM
Go beyond the starting price.
Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.
Cheapest fit for 1 person, all 1 tools
$50.00/month
$600.00 a year on these plans.
| Tool / plan | Monthly | Per year | What this assumes |
|---|---|---|---|
BasicCheapest fit Per person · 1 billed | $50.00 | $600.00 | Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider. |
A practical workflow
- Connect your phone, CRM, and LOS; make a borrower call; the system automatically builds the loan file and updates CRM and compliance data.
- The Compliance Agent scores every call against custom rubrics, flags compliance issues, and tracks call metrics without requiring manual review.
Based on the sources below. Editorial review does not imply hands-on product testing.
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