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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.
| What the AI does | Compliance Agent (every LO call scored against TILA, RESPA, UDAAP, Fair Housing), Call Monitoring, TRID & Cure Management, Loan Officer Assistant voice agent |
|---|---|
| Who it serves | Mortgage broker shops, Retail lender branches |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | No |
| Best fit | Broker shop, Lender branch |
| Category | Compliance, Disclosures & Call Recording |
| Also fits | AI Receptionists & Call Handling |
| Works with | Encompass, Calyx, MeridianLink, Salesforce, Velocify, HubSpot, Genesys, RingCentral |
| Compliance | Posted 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. |
| Checked | 2026-10-31, 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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