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

THE SEI PLATFORM

One platform. AI Agents for front and back-office operations. Complete operational coverage.

Sei handles borrower communications, document intelligence, and compliance & call monitoring in a single system built for regulated finance.

VOICE AGENTS

Handle every borrower call with built-in compliance

Outbound and inbound voice agents for collections, customer support, and lead qualification. Trained on FDCPA, TCPA, UDAAP — not just scripted.

1

Integrate

Connect to your dialer, CRM, and servicing system in days. Genesys, RingCentral, Twilio, Salesforce, ICE supported out of the box.

2

Converse

Agents handle the conversation end-to-end with built-in compliance guardrails — verification, payments, due-date changes, hardships.

3

Act

Actions execute downstream: trigger payments, update balance, create ticket, warm transfer to human agent with full context and call summary.

  • Trained on FDCPA, TCPA, UDAAP and CFPB enforcement actions
  • Handles verification, payments, due-date changes end-to-end
  • Warm transfer to human agents with full conversation context
75%reduction in average handle time

DOCUMENT INTELLIGENCE

Underwrite loans in hours, not weeks

Extract, validate, and clear conditions against Fannie Mae, Freddie Mac, and HUD guidelines — including your overlays.

1

Ingest

Pay stubs, tax returns, bank statements, and non-standard layouts — categorized and assembled by agentic OCR.

2

Validate

Income calculation, asset verification, and discrepancy detection against Fannie, Freddie, HUD guidelines and your overlays.

3

Clear

Conditions cleared automatically with full audit trail and source-document citations. Discrepancies flagged for borrower follow-up.

  • Handles non-standard document layouts with agentic OCR
  • Customizable to your overlays and underwriting guidelines
  • Full audit trail with citations to the originating document
10xfaster condition clearing

CALL MONITORING & COMPLIANCE

100% audit coverage across every interaction

Score calls, emails, and chats against SOPs and regulations. No more 3% sampling — every interaction reviewed.

1

Ingest

Calls, emails, chats, and external review channels — CFPB, Trustpilot, BBB, app stores — into one unified record.

2

Score

Each interaction scored against compliance rules, company SOPs, and quality benchmarks across 30+ dimensions.

3

Surface

Violations, coaching opportunities, and complaint trends pushed to your team in real time with severity scoring.

  • 100% coverage instead of 3% spot-checks
  • Auto-generated agent scorecards and coaching recommendations
  • Complaint tracking across CFPB, Trustpilot, BBB, app stores
100%compliance monitoring, with no sampling needed

INTEGRATIONS

Connects to your LOS, CRM, telephony, and support stack

Sei deploys in weeks, not months. Out-of-the-box integrations with the tools your operations team already uses.

UNIFIED WORKFLOWS

One platform. AI Agents for front and back-office operations. Unified operational system of record.

Voice, documents, and monitoring feed the same workflows — so a borrower call can trigger a document request, and a flagged compliance event can route back to the agent for coaching. Custom workflow builder included.

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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