Document Intelligence

Document processing · by Sei AI

Mortgage document extraction, verification, condition clearing, and loan-file QC with source-cited findings.

Where it ranks

Current edition · updated Oct 20, 2026

What it does

AI mortgage document processing and loan-file quality control: classify and extract borrower documents, calculate income, verify assets, compare evidence with agency guidelines and lender overlays, and clear conditions with source citations and human exception review.

Sei Document Intelligence classifies and assembles loan packages, extracts borrower data, calculates income, verifies assets, and surfaces discrepancies against Fannie Mae, Freddie Mac and HUD guidelines plus investor overlays. It checks Closing Disclosure timing and fee tolerances, supports pre-close and post-close loan QC, and writes findings, conditions and calculations back to the loan origination system. Findings carry a rule, reasoning, confidence score and source-page citation; findings below the configured confidence threshold go to a human underwriter. The documented workflow supports loan preparation and quality control; an autonomous loan approval, credit limit or price recommendation is not established by the inspected evidence.

  • Classify and extract data from mortgage loan packages
  • Verify income, assets, document completeness and supporting evidence
  • Compare loan-file data against agency guidelines and investor overlays
  • Clear conditions and route cited exceptions for human review
  • Perform pre-close and post-close mortgage loan quality control
Category
Document processing
Built for
Financial services and insurance
Users
Mortgage lenders, Mortgage underwriters, Mortgage quality-control teams, Mortgage servicers
Public API
Not offered
Integrations
ICE Encompass, Calyx, MeridianLink

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Sei AI doesn't list prices publicly. Ask them for a quote.

Security and compliance

As reported by Sei AI. Ask for audit reports before you buy.

  • SOC 2 Type IICertified
  • PCI DSSCertified
  • GDPRCompliant
  • AES-256 encryption at rest
  • TLS 1.2+ encryption in transit
  • Private VPC deployment
  • Customer-scoped data isolation
  • RBAC with least-privilege defaults
  • MFA for all administrative actions
  • SSO via SAML and OIDC
  • Okta SAML/OIDC IdP
  • Azure AD SAML/OIDC IdP
  • Google Workspace SAML/OIDC IdP
  • Immutable interaction records
  • Full reasoning trace audit logs
  • Source-document citations on extracted loan data
  • Export-ready logs for regulator and internal audit reviews
  • Annual third-party penetration testing
  • Continuous vulnerability scanning
  • Continuous monitoring (Guard Duty, SIEM tools)
  • Critical patches applied within defined SLAs
  • Customer data never used to train foundation models
  • Sandboxed environments per customer

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