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

sei
All Posts

Mortgage

7 articles in this category

Mortgage

Force-Placed Insurance Under Regulation X 1024.37: What an AI Servicing Agent Has to Get Right Before the Charge Posts

Force-placed insurance is one of the most expensive servicing mistakes a mortgage program can make and the noticing rules at 12 CFR 1024.37 are mechanical. The agent design we run to keep the 45-and-30-day clocks, the reasonable-basis standard, the refund duty, and the credit-bureau correction synchronized across the systems that touch the loan.

Jun 5, 20268 min read
Read more
Mortgage

TRID Compliance with AI Agents: The Six-Element Trigger, the 3/7-Day Clocks, and Re-Disclosure

TRID timing is unforgiving and the application-defining moment is where most violations start. How to put AI agents on mortgage origination intake without missing the Loan Estimate clock or breaking the tolerance buckets.

May 29, 20267 min read
Read more
Mortgage

AI Agents for Mortgage Loss Mitigation: A Regulation X Playbook for Servicers

How servicers can deploy AI agents inside the CFPB's loss mitigation framework — covering Regulation X timing rules, the 2024 proposed amendments, language access, dual tracking, and the exam-ready audit pack.

May 15, 20268 min read
Read more
Mortgage

Building a Finance-Grade AI Assistant for Mortgage Loan Queries

How to build a policy-aware, multimodal AI assistant for mortgage queries — with consent handling, disclosure tracking, guideline-grounded answers, and audit-ready architecture.

Sep 29, 20251 min read
Read more
Mortgage

AI Agents for Mortgage Brokers and Lenders

How mortgage brokers and lenders can deploy policy-aware AI agents across origination, servicing, QC, and post-close — with 100% monitoring and document intelligence.

Sep 24, 20252 min read
Read more
Mortgage

AI-Powered Mortgage Follow-Ups: A Compliance-First Playbook for Lenders

How regulated lenders and servicers can automate mortgage follow-ups with AI agents — covering TCPA, E-SIGN, TRID, ECOA, and Fannie Mae QC requirements.

Sep 22, 20251 min read
Read more
Mortgage

AI Voice Agents: Revolutionizing Mortgage Application Follow-Ups

How AI voice agents are transforming mortgage application follow-ups — with cost savings, speed improvements, compliance features, and 24/7 borrower self-service.

Sep 20, 20251 min read
Read more

BOOK A DEMO

Embed Sei AI 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

Please provide your full name so we know how to address you.

Tell us which company you represent so we can personalise our response.

Use your work email so we can connect you with the right specialist.

Choose the topics you’d like us to cover during the demo.

Complete the verification to submit the form.

sei

AI operations platform for mortgage lenders, servicers, and banks. Handle borrower calls, process loan documents, and monitor compliance.

Partners

Speechmatics

© 2026 Sei Software Technologies Inc. All rights reserved.