Total Expert unveils AI Sales Assistant for lenders with intelligent voice and text conversations

Total Expert Launches AI Sales Assistant at HousingWire’s The Gathering

Total Expert introduced its AI Sales Assistant during HousingWire’s The Gathering event. This new AI-powered tool is currently in private beta, being tested by select customers, including several of the top 10 lenders in the mortgage industry.

Unlike typical chatbots adapted for financial services, Total Expert’s AI Sales Assistant is an Agentic AI system. This means it can hold scalable, intelligent, human-like conversations across both voice and text messaging channels, offering a more natural and effective communication experience for sales teams.

What This Means for Sales Professionals

For salespeople in mortgage lending and real estate, an AI assistant capable of handling complex conversations can significantly reduce time spent on routine interactions. It helps maintain personalized communication at scale without sacrificing quality or responsiveness. This can free up sales reps to focus on high-value tasks like building relationships and closing deals.

• Supports voice and text interactions for flexibility
• Handles nuanced conversations rather than scripted replies
• Already tested by leading lenders, indicating strong industry interest

Context in AI and Mortgage Lending

There’s ongoing discussion about AI’s role in mortgage lending. For example, UWM’s Jason Bressler has publicly challenged fear-driven views around AI adoption in this sector. Meanwhile, AI startups like Shilo are securing funding to develop specialized assistants, showing growing confidence in AI’s practical applications.

For sales teams interested in how AI tools can improve efficiency and customer engagement, exploring training and courses on AI applications could be beneficial. Resources like Complete AI Training offer relevant programs that help sales professionals understand and implement AI solutions effectively.