# Loan Boarding Agent

*For Servicers · Catches boarding defects before the first statement*

> An AI boarding desk that reconciles the transfer file against the documents behind it and isolates every exception by cause, before the first statement cycle.

Reads the transfer file, reconciles it against the loan documents behind it, and isolates what does not agree.

**Replaces** — The boarding defect nobody finds until the borrower communications happens later.

**Unlocks** — A transfer that boards clean, and a mapping defect found before the first statement goes out.

## What the Loan Boarding Agent does

- Reads the incoming transfer file and the document package behind each loan
- Reconciles the two — note terms, escrow position, payment history, rate and index — and reports where they disagree
- Groups exceptions by cause rather than listing them by loan, because a mapping defect shows up on every loan it touches
- Produces one exception file per defect, naming the field, the source value, the transferred value and the rule it fails

## Where it stops

It reconciles and creates evidences. Every disagreement is handed to your boarding team as a named exception with both values and the document that settles it, before the first statement cycle.

## No published study yet

Bring us a transfer file. You will see which fields disagree with the documents behind them, grouped by cause, and how many of your loans each disagreement touches.

## What it runs on

- /platform/document-intelligence

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_Source: [https://seiright.com/for-servicers/loan-boarding-agent](https://seiright.com/for-servicers/loan-boarding-agent) · Sei AI_