Total Expert Launches AI Sales Assistant to Boost Mortgage Lending Productivity

Total Expert, a leader in customer engagement software for financial services, has unveiled its AI Sales Assistant at HousingWire’s The Gathering event. Currently in private beta with top lenders, this enterprise-grade AI system enables intelligent, human-like conversations over voice and SMS, designed to enhance mortgage lending workflows and boost productivity

1. AI Sales Assistant: More Than Just a Chatbot

Not a basic chatbot but an agentic AI system built for scalable, natural conversations.
Successfully completed over 1.5 million mortgage-specific voice calls during beta.
Designed to complement loan officers, keeping humans involved in key decision moments.
Handles routine outreach and follow-ups to improve efficiency.

2. Core Capabilities Tailored for Lending

Proactive outreach triggered by borrower intent signals.
High-quality, brand-aligned voice conversations with prospects.
Captures borrower data such as goals and application details.
Seamless CRM integration with full conversation context.
Compliant and secure communications with audit trails.

3. Enhancing Loan Officer Productivity

Frees loan officers from repetitive tasks like cold lead follow-ups.
Allows focus on relationship-building and closing loans.
Improves speed-to-lead and borrower engagement rates.
Boosts conversion rates, especially on lower-quality leads.

4. Enterprise-Grade Compliance and Data Security

AI models trained independently without using customer data.
Meets FinServ data security standards with encryption at rest and in transit.
Fully aware of TCPA and mortgage regulations, ensuring compliant communication.
Built-in compliance prevents regulatory risks, maintaining lender trust.

5. Early Results and Future Outlook

Early beta use shows significant gains in productivity and conversions.
Enables refined follow-up cadences and timely engagement.
Designed to evolve based on real-world lender feedback and regulatory changes.
Customizable to align with lender brand and sales strategies.

6. Industry Demonstration and Access

Live demos available at HousingWire: The Gathering, June 8-11.
Opportunity for lenders to explore AI-driven sales automation firsthand.

Total Expert’s AI Sales Assistant represents a thoughtful, enterprise-grade AI solution built to transform mortgage lending. By combining human-like voice and SMS interactions with robust compliance and data security, it empowers loan officers to increase productivity and close more loans while maintaining trust and regulatory standards.