FOR BROKERS

Win the lead. Submit the file clean. Clear conditions faster.

How fast you get back to a borrower, and how little work your wholesale lender has to do on the file you send. Both are won before submission — calling back at 9pm, chasing the one missing statement, working out what a self-employed borrower actually qualifies for before you pick an investor. Sei takes that work.

The desks we staff for you

Loan Officer Assistant
Replaces speed-to-lead, after-hours leads, and the LO’s calendar.
Every lead gets called back in seconds, at any hour — the single biggest lever you have, and the one a two-person shop normally cannot pull. Booking, status and document chasing happen without you doing them.
The Loan Officer Assistant
POS
Replaces static point-of-sale solution that doesn’t guide the borrower toward completion.
The borrower’s front door is yours rather than a vendor’s, and it asks for what this file needs instead of the same nine documents every time.
The POS
Indexing Agent
Replaces the stacking queue, the misfiled paystub and the combined PDF someone splits by hand.
Every document a borrower sends is split, named and filed the moment it lands, so the package you submit is stacked the way your wholesale lender expects rather than as one long PDF.
The Indexing Agent
Document Concierge
Replaces the manual chase emails, the incomplete file and the 4-5 days of delays between document submission and follow-up
The package is read and assembled as it arrives, including the scanned and non-standard layouts borrowers actually send, so you know what is missing before your lender tells you.
The Document Concierge
Income Desk
Replaces the stack of paystubs and the umpteen edge cases.
Qualifying income is calculated before you choose an investor — including self-employed, rental and retirement — so you place the loan against a number you can defend rather than an estimate.
The Income Desk
Conditions Manager
Replaces the condition list that is unstructured and without clear ownership.
Conditions your wholesale lender raises are worked against the same agency handbooks they are quoting, each answer cited to the page it came from. The clearing half of the desk, not the writing half.
The Conditions Manager
Compliance Agent
Replaces the two percent call review, missed flagging of critical issues and the coaching that never happens.
Every originator call scored against TILA, RESPA, UDAAP and Fair Housing — the exposure a broker carries personally, and the one nobody in a small shop has time to audit.
The Compliance Agent

AI that lets you run faster, efficiently

A lead that arrives at 9pm is called back before a competitor sees it
Files reach your wholesale lender complete, so fewer come back with conditions you could have caught
Self-employed income is calculated the same way every time, before you pick the investor
Conditions are answered against the handbook the lender is quoting, with the page cited
Every originator call is scored, so compliance exposure is visible without a compliance department

Every decision behind these is made against The Rulebook you gave us, checked by Triple Check, and logged in The Evidence Trail with a citation. How that works.

The result behind the front of the loan

Top-25 California IMBNovember 12, 2025

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

24/7inbound coverage

Read case study

That result comes from an independent mortgage bank running the same speed-to-lead motion described above. To see what it looks like at broker scale, send us five of your own files — your loan types, your investors, your wholesale lenders. In 30 minutes you will see every condition we cleared differently from your team, and why.

Who takes the file next, and what it plugs into

Lenders

IMBs and retail lenders — from the first web lead to post-close QC

Servicers

Servicing and collections — borrower calls answered and scored, inside Reg F

Integrations

What Sei reads, what it writes back, and into which system

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