AI Sales Assistant
Voice AI Purpose Built for Mortgage Lenders
Total Expert’s AI Sales Assistant is a scalable, enterprise-grade solution purpose-built for mortgage professionals—empowering loan officers with compliant, human-like voice and SMS communications that proactively nurture leads, qualify prospects, and help drive loan applications forward.
Built for real conversations. Designed for real results.
Total Expert’s AI Sales Assistant is more than some generic chatbot retrofitted for financial services. It’s an enterprise-grade, agentic AI system that listens, learns, and then acts—engaging borrowers in personalized conversations based on what they’re saying in real time. No canned responses, no awkward delays, and no wasted opportunities.
Human-like Voice AI
Naturally engages contacts in a timely manner to capture key information, assess intent, schedule appointments, and transfer the consumer to a loan officer when needed.
Actionable intelligence
Ties directly to your Customer Intelligence and Journey data to take immediate action—sending messages, logging CRM data, setting appointments and creating follow-up tasks.
Coachable and customizable
Each AI Sales Assistant is tailored to match your organization’s brand voice, content, and workflows—continuously learning and improving over time via direct feedback from your team.
From insight to action, instantly
Most AI tools require manual prompts to generate insights. Ours puts them into action by seamlessly harnessing the power of Total Expert’s Customer Intelligence and dynamic Journeys.
Recognizes borrower intent
By listening to and learning from each customer, your AI Sales Assistant will identify their unique needs, concerns, and goals in real time, ensuring that they receive the right information and next steps.
Selects the next best action
Based on conversational queues and outcomes, your AI Sales Assistant will automatically take action such as adding leads to the appropriate Journey, scheduling follow-up calls, or providing educational content via email.
Always on, always engaged
Your database is filled with hidden opportunities. AI Sales Assistant will continuously identify these opportunities and engage contacts in personalized conversations to educate them about rate drops or tappable equity, pre-qualify them for loan applications, or surface the opportunity to a loan officer.
Compliance is baked in, not bolted on
You operate in a highly regulated world. We built our AI Sales Assistant to thrive in it —ensuring that it complies with the latest industry regulations and your unique brand elements.
Regulation-ready
Your AI Sales Assistant will be trained on RESPA, TILA, TCPA, and 10DLC regulations to avoid compliance violations—and all activity will remain fully trackable and audit-friendly.
Secure by design
Your organization and customer data are fully encrypted while at rest or in transit, meaning Large Language Models (LLMs) won’t be able to access it for their own training.
Disclosure-friendly
If prompted, your AI Sales Assistant will honestly identify itself and offer to connect the customer with a human—no deception and no gray areas.
Personalized, predictive, and empowered
By leveraging your organization’s data, AI Sales Assistant can identify emerging trends among consumers and individual intent signals to provide timely, personalized engagements.
Predictive intelligence
Anticipates borrower needs based on real-time signals and intent modeling to engage contacts when it matters most.
Hyper-personalization
Tailors every conversation to the borrower’s financial activity, communication preferences, and data-driven context.
Human touch, machine efficiency
Exponentially expands your team’s capacity without sacrificing the impact of human connections.
An AI Sales Assistant that’s not all talk
While other platforms offer siloed or bolt-on AI capabilities, ours is embedded in the foundation of Total Expert to create value and positive financial outcomes. Our AI Sales Assistant is already delivering measurable results for early adopters, but we want to empower every lender and loan officer with a consistent, compliant, automated AI tool that boosts productivity and drive growth.
Don’t let another opportunity slip through the cracks.
Knowledge & insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
