👉Our AI agents platform is now PCI DSS L1 certified!

AI Operations Platform for Mortgage & Banking

Voice agents. Document intelligence. Compliance.

Purpose-built agents that handle borrower calls, process loan documents, contact center QA and monitor compliance.

TRUSTED BY MORTGAGE LENDERS, SERVICERS AND BANKS

Large Midwest Bank & Top VA Lender
Better
American Pacific Mortgage
Oldest Subservicer in Midwest
Notable Finance
70%

Lower operational costs

500,000+

Borrower interactions handled

75%

Reduction in handle times

PLATFORM

Our AI Agents. Your operations partner for front and back-office.

Complete operational coverage. Purpose-built for mortgage lenders, servicers, and banks — not adapted from generic AI.

Voice Agents

Handle every borrower call — collections, servicing, lead qualification

AI agents trained on FDCPA, TCPA, and UDAAP handle outbound and inbound calls with built-in compliance guardrails. Collect payments, process due date changes, and warm-transfer to your team with full context.

75%reduction in average handle time
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Document Intelligence

Collect documents earlier. Underwrite loans faster. Faster Clear-to-Close

Extract, validate, and clear conditions against Fannie Mae, Freddie Mac, and HUD guidelines. Handles non-standard layouts — pay stubs, tax returns, bank statements — with full audit trail and source citations.

10xfaster condition clearing
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Call Monitoring

100% audit coverage across calls, emails, and chats

No more spot-checks. Monitor every contact center interaction against SOPs and regulations. Flag compliance breaches, surface coaching opportunities, and track complaints & hardships.

100%compliance monitoring with no sampling needed
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SECURITY

Built with a commitment to security and privacy

PCI DSS L1
GDPR Ready
SOC2 Type-2
100% Auditability

DEMO

Watch our AI Agents in Action

Explore how each product delivers value across underwriting, compliant voice automation, and customer support QA. Pick a demo below to watch.

Document Intelligence

Underwriting & QC

Automate document intake, validation, underwriting, and QC workflows with AI that understands your loan files.

Voice AI Agents

Compliant Conversations

See how Sei handles inbound and outbound calls with natural, human-like, compliant voice AI.

Customer Support QA

Call Monitoring & Insights

Monitor 100% of conversations, surface compliance risks, and deliver real-time insights.

SEI EFFORTLESSLY INTEGRATES WITH YOUR EXISTING TOOLS

FAQ

Our agents are trained on FDCPA, TCPA, TILA, UDAAP, RESPA, Fair Housing Act, and HMDA. For document intelligence, we support Fannie Mae, Freddie Mac, and HUD guidelines. We can also ingest your internal policies and lender overlays.

We deploy within private VPCs with sandboxed environments per customer. We are PCI DSS L1 and SOC2 Type II certified with regular penetration testing. We never train on your data.

Sei is purpose-built for regulated finance. Every interaction is audited against regulations and your rulebooks. We have strict guardrails to prevent leakage of sensitive borrower information and unauthorised disclosures — compliance is built in, not bolted on.

Yes. We integrate with ICE, Genesys, RingCentral, Salesforce, and other loan management systems, CRMs, and CCaaS platforms. We support custom integrations during onboarding.

Most customers are live within weeks, not months. We handle onboarding, policy ingestion, and integration setup with a dedicated account manager and private Slack channel.

Sei is built for customisation. Bring your own policies, servicing guidelines, and SOPs. Our agents adapt to your specific workflows and compliance requirements.

BOOK A DEMO

See Sei in your workflows
Tell us about your operations. We'll show you how Sei handles borrower calls, processes loan documents, and monitors compliance for mortgage lenders and banks.
  • Deploy in weeks, not months
  • Trained on FDCPA, TCPA, TILA, UDAAP, and RESPA
  • SOC 2 Type II and PCI DSS L1 certified
  • Integrates with your LOS, CRM, and telephony

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sei

AI operations platform for mortgage lenders, servicers, and banks. Handle borrower calls, process loan documents, and monitor compliance.

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