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Sei

INTEGRATIONS

Sei integrates with your systems across modalities

Whether it is APIs, file transfers, database connection, web interfaces, Sei sits on top of the systems you already run.

01

Loan origination systems

Your system of record stays your system of record. Sei works above it and writes its results back in, so nothing is re-keyed and nothing is migrated.

Reads the loan file and document package; writes back findings, cleared conditions and calculated income.

  • ICE EncompassReads and writes back
  • CalyxReads and writes back
  • MeridianLinkReads and writes back
02

Point of sale

The borrower-facing application stays yours. Sei hands off into it rather than competing with it.

  • Your existing POSSei writesA qualified borrower is handed off into the point-of-sale they apply in, with what the agent captured on the call. Tell us which one you run and we will tell you exactly how it connects.
03

CRM and calendars

Where the lead arrives and where the appointment has to land. This is the pair that makes speed-to-lead work at all.

A new web-form lead triggers an outbound call within seconds; the qualified outcome and booked appointment are written back to the record.

  • SalesforceReads and writes back
  • VelocifyReads and writes back
  • HubSpotReads and writes back
  • Loan officer calendarsReads and writes backReads each loan officer’s real availability and books into an open slot during the call, so the borrower rings off with an appointment rather than a callback promise.
04

Telephony and contact center

Sei answers and places calls through the stack you already run. No rip-and-replace, and no second phone system.

Takes inbound calls and places outbound ones on your existing numbers and queues, and hands a live call to your team with a summary attached.

  • GenesysReads and writes back
  • RingCentralReads and writes back
  • TwilioReads and writes back
05

Support desk

Calls are not the only regulated conversation you have. Email and chat are scored against the same rulebook.

Email and chat threads are pulled in and scored against your SOPs and the regulations, with the violating moment cited.

  • ZendeskSei reads
  • IntercomSei reads
06

Complaint channels

The places your borrowers complain where you are not looking. Read-only by nature — these are public records and regulator portals.

  • CFPB Consumer ResponseSei readsComplaints filed against you are pulled in, categorized and trended alongside the ones raised on your own calls.
  • TrustpilotSei readsPublic reviews are pulled in and categorized into the same issue taxonomy as everything else.
  • Better Business BureauSei readsPublic complaints are pulled in and categorized into the same issue taxonomy as everything else.
  • App Store and Play StoreSei readsApp reviews are pulled in, so a servicing or product issue surfaces as a trend before it becomes a formal complaint.

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

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