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Sei AI

Scores every loan-officer call, email and chat against regulations and SOPs, and runs mortgage AI agents for lead callbacks, documents, income and conditions.

Visit seiright.com

What the AI doesCompliance Agent (every LO call scored against TILA, RESPA, UDAAP, Fair Housing), Call Monitoring, TRID & Cure Management, Loan Officer Assistant voice agent
Who it servesMortgage broker shops, Retail lender branches
Starting priceQuote-based
Pricing modelQuote-based
Free trialNo
Best fitBroker shop, Lender branch
CategoryCompliance, Disclosures & Call Recording
Also fitsAI Receptionists & Call Handling
Works withEncompass, Calyx, MeridianLink, Salesforce, Velocify, HubSpot, Genesys, RingCentral
CompliancePosted on the vendor's site: SOC 2 Type II; PCI DSS Level 1; AES-256 and TLS 1.2+; no training on customer data; no TCPA consent.
Checked2026-10-31, against the vendor's own page

Good to know

Sei AI is a mortgage-specific agent platform whose Compliance Agent scores every loan-officer call, email and chat against TILA, RESPA, UDAAP and Fair Housing instead of sampling, with Call Monitoring, TRID and cure-clock tracking and a Loan Officer Assistant voice agent that returns leads and books appointments, plus agents for documents, income and conditions on its UMOS platform. It is sold to lenders, servicers and broker shops by quote, with a demo that runs your own files through the system.

Encompass, Calyx, MeridianLink, Salesforce, Velocify and HubSpot are named integrations. The vendor posts SOC 2 Type II, PCI DSS Level 1, AES-256 at rest and TLS 1.2+ in transit on its security page and states that customer data is never used to train foundation models; TCPA and FDCPA are named as regulations its agents are trained on.

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