# Document Concierge

*For Lenders · Gets the full document set before underwriting asks*

> An AI document desk that predicts the full document set from loan type and investor overlays, requests it upfront, chases what is missing, reads what arrives.

Predicts the full document set from loan type, investor and borrower profile, asks for it once, then chases and validates what comes back.

**Replaces** — The manual chase emails, the incomplete file and the 4-5 days of delays between document submission and follow-up

**Unlocks** — Automated borrower follow-ups, real-time feedback, resulting in a complete package on the desk the first time underwriting opens it.

## What the Document Concierge does

- Predicts the full document set from loan type, investor overlays and borrower profile — real-time
- Requests it in one go, then chases only what has not arrived
- Reads and validates what comes back, including the non-standard layouts that break template extraction
- Names the wrong document when it gets one, and follows up immediately when we have the borrower’s attention
- Writes the validated file into the LOS, ready for the next milestone

## Where it stops

It never asks for a document it already has. When a borrower sends something it cannot classify, or the third request goes unanswered, it hands the file to the processor with what is outstanding and what it has already tried.

## No published study yet

Send us five historical files, including the ones that went wrong. You will see every trip back to the borrower your own team made that the first request could have covered.

## What it runs on

- /platform/document-intelligence
- /platform/voice-agents

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_Source: [https://seiright.com/for-lenders/document-concierge](https://seiright.com/for-lenders/document-concierge) · Sei AI_