Security & Compliance
Security and Data Privacy are the core of how our agents operate
Every decision a Sei desk makes is logged with the document page or the call timestamp behind it, and exports without anyone rebuilding it — on borrower data we never train on.
Certifications
Independently audited, and the reports are available for downloads.

SOC 2 Type II

PCI DSS Level 1
GDPR — EU data residency
How we protect your data
Four pillars, applied to every workload
Data Handling
- Sandboxed for every customer
- Encryption at rest (AES-256) and in transit (TLS 1.2+)
- Customer data never used to train foundation models
- Data residency options for US and EU
The Evidence Trail
- Every agent decision logged with full reasoning trace
- Source-document citations on extracted loan data
- Immutable interaction records retained per your policy
- Export-ready logs for regulator and internal audit reviews
Penetration Testing
- Independent third-party penetration tests, annually
- Continuous vulnerability scanning across all services
- Continuous monitoring with tools for SIEM, etc.
- Critical patches applied within defined SLAs
Access Controls
- Role-based access control (RBAC) with least-privilege defaults
- SSO via SAML and OIDC — Okta, Azure AD, Google Workspace
- MFA enforced for all administrative actions
- Customer-scoped data isolation enforced at the platform layer
Regulation expertise
Trained on the rulebooks, and based off your overlays
Three checks stand between a regulation and a decision. Each one can stop the work, and each one is logged.
The Triple Check, in full- FDCPA
- Fair Debt Collection Practices Act
- TCPA
- Telephone Consumer Protection Act
- TILA
- Truth in Lending Act
- UDAAP
- Unfair, Deceptive, or Abusive Acts and Practices
- RESPA
- Real Estate Settlement Procedures Act
- Fair Housing Act
- Fair lending compliance
- HMDA
- Home Mortgage Disclosure Act
- Fannie / Freddie / HUD
- GSE and agency guidelines
Trust Center
Need our SOC 2, pen-test, or PCI L1 Report?
Request reports, review subprocessors, and track our compliance posture in real time on the Sei Trust Center.
You Ain't Seen Nothin' Yet
Book a Demo
Pack up some of your complex historical files — any loan type, any investor. We run them through intake, income and condition clearing, and in 30 minutes you see every condition we created and cleared efficiently for your own team, and why.
- Any loan type, any agency guideline or custom investor overlays.
- Every finding cited to the guideline or document it came from
Case study highlight
Loan review fell from 4 hours 50 minutes to 47 minutes per file, and 78% of items now clear at high confidence — so QC touches only the exceptions.
Pre-Close QC Agent · Better Mortgage— read the case study