Loan Officer Assistant
Answers every lead in seconds, qualifies against your criteria, books the loan officer, and keeps following up until it connects.
A web lead at 9pm is called back in seconds, qualified against your criteria, and booked into the loan officer’s calendar.
What it displaces
Speed-to-lead, after-hours leads, and the LO’s calendar.
A loan officer who starts the day with a booked calendar, and a lead that never waits until morning.
What it does
- 01
Calls a web lead back in seconds, and handle inbound the enquiry that arrives at 9pm on a Sunday
- 02
Qualifies against your criteria rather than a generic script — loan purpose, property type, rough credit band, timeline
- 03
Books directly into the loan officer’s calendar, and re-books the no-show
- 04
Keeps following up on the leads who did not pick up, across days, without anyone building a cadence
- 05
Answers application-status questions once the file is open
What it leaves behind
- Loan purposePurchasecall 00:14
- Property stateTXcall 00:31
- Credit band, stated720–759call 01:02
- Outside your criteria — investment propertyreviewcall 01:20
TCPA consent captured at 00:03 · qualified against your criteria
Human-in-the-loop
No guesswork. Exceptions routed to humans
A borrower who asks for a human, or asks something outside the agent’s remit, is warm-transferred with the conversation summarized. It does not quote a rate, and it does not make a credit decision.
How a decision is made and provedProof
A top-25 California IMB books 9.2× more appointments
A top-25 independent mortgage bank headquartered in California puts Sei voice agents on inbound and outbound — 9.2× more appointments booked and 12% more leads converted.
- more appointments set on average
- 9.2×
- lift in lead conversion
- +12%
- inbound coverage
- 24/7
What it runs on
1 of 3- Voice Agents
Borrower calls from the first web lead through servicing and payoff
- Speed-to-Lead
- LO Desk
- Servicing Line
The rest of the origination side
All 9 origination desks- 02POSThe borrower’s front door, inside the system.
- 03Indexing AgentEvery page split, named and filed the moment it lands.
- 04Document ConciergeGets the full document set before underwriting asks.
- 05Income DeskRep-and-warrant-eligible income, cited to the page.
- 06Conditions ManagerCreates conditions against the guide, then clears them.
- 07TRID & Cure ManagementWatches every clock, catches every cure.
- 08Pre-Close QC AgentEvery file before it funds, not a ten percent sample.
- 09Compliance AgentEvery loan-officer call scored, none sampled.
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