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.
