HousingWireHousingWire
Total Expert on Tuesday announced the debut of its AI Sales Assistant at HousingWire‘s The Gathering. The company said that the AI-powered assistant is already in private beta testing with select customers, including several top 10 lenders.
Total Expert said that the AI Sales Assistant is not a chatbot retrofitted for financial services but is an Agentic AI system capable of “scalable intelligent human-like conversations” across voice and text messaging.
“With over 1.5 million mortgage-specific human-like voice calls successfully completed, the technology has far exceeded everyone’s expectations on the impact AI can have,” said Joe Welu, CEO of Total Expert. “We believe AI should supercharge people like loan officers who are considered trusted advisors, by keeping the human in the loop in the key moments of the customer journey — like when a borrower is ready to start talking about specific loan options.
“Many of the other lower-value sales tasks, like following up with cold leads, can and should be handled by an AI sales assistant, allowing them to reach levels of productivity they never considered possible.”
AI Sales Assistant capabilities include timely outreach triggered by borrower intent signals; follow-up through brand-aligned voice conversations; voice-based engagement; capturing borrower data; compliant communication; and completing updates of CRM systems.
“We don’t bolt on compliance after the fact,” Welu said. “We build it in — so lenders can innovate without risking trust or regulatory exposure.”
