For LendersLoan Officer Assistant
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.
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
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
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.
Proof
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.
- 9.2×
- more appointments set on average
- +12%
- lift in lead conversion
- 24/7
- inbound coverage
What it runs on
1 of 3Borrower calls from the first web lead through servicing and payoff
- Speed-to-Lead
- LO Desk
- Servicing Line
The rest of the origination side
All 8 origination desks- 02POSDownstreamThe borrower’s front door, inside the system.
- 03Document ConciergeGets the full document set before underwriting asks.
- 04Income DeskRep-and-warrant-eligible income, cited to the page.
- 05Conditions ManagerCreates conditions against the guide, then clears them.
- 06TRID & Cure ManagementWatches every clock, catches every cure.
- 07Pre-Close QC AgentEvery file before it funds, not a ten percent sample.
- 08Compliance AgentAcross all of themEvery loan-officer call scored, none sampled.
You Ain't Seen Nothin' Yet
- Any loan type, any agency guideline or custom investor overlays.
- Every finding cited to the guideline or document it came from