AI Sales Assistant for retail
Voice AI That's Purpose-Built for Lending
AI Sales Assistant is a mortgage-trained, voice-first AI that automatically connects with borrowers and homeowners the moment an opportunity surfaces. No more lost opportunities. No more cold calls. And no more stalled conversations.
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Benefits
The future of lending is calling
Human-like voice AI
Coachable & customizable
Purpose-built for lenders
Fully compliant & regulation ready
Proactive, automated outreach
Always on, always available
The data doesn't lie
After only one week, AI Sales Assistant produced immediate ROI for two of our early adopters.
*Compared to 3-10% industry average for non-AI outreach
CREDIT INQUIRY & ALERTS
Stop losing customers to competitors
Every second counts when a borrower triggers a credit inquiry. Instead of losing them to a competitor, AI Sales Assistant reacts instantly—starting the conversation, educating borrowers on their options, and connecting them directly to the right loan officer. Protect your portfolio and keep more loans in-house.
Retain more customers in real time
Credit inquiries are time sensitive—and a clear sign that someone is serious about purchasing a home or refinancing. AI Sales Assistant engages past customers the moment their credit gets pulled so you recapture that opportunity before it slips away.
Eliminate manual monitoring & delays
AI Sales Assistant integrates seamlessly with Customer Intelligence to monitor your entire database, identify critical opportunities, and proactively engage contacts based on their unique financial activity and signals. When the time is right, the conversation is seamlessly handed off to a loan officer so they can provide personalized advice and build a stronger relationship.
RATE & REFINANCE ALERTS
Scale instantly & engage consistently
Every rate drop is a chance to show homeowners how they could lower their monthly payments—and a chance for you to win new business. AI Sales Assistant, paired with Customer Intelligence Rate Alerts, ensures you’re the first to engage refinance-ready customers.
Identify high-value opportunities instantly
Customer Intelligence pinpoints borrowers with above-market rates the moment they qualify for savings, then AI Sales Assistant automatically engages them to get the conversation moving forward.
Act before the competition
By automating your outreach, AI Sales Assistant is able to inform and educate contacts about potential savings—and connects them to a loan officer—before competitors even know they’ve qualified for a lower rate.
PERIODIC MORTGAGE REVIEWS
Strengthen relationships with proactive mortgage reviews
Most customers hear from their lender once in a blue moon—if that. AI Sales Assistant changes that by conducting proactive mortgage reviews, keeping borrowers engaged, surfacing refinance or equity opportunities, and handing them back to your loan officers at just the right time. Always-on, compliant, and consistent.
Increase customer retention
Engaged borrowers are 2.5x more likely to choose you for their next loan. AI Sales Assistant can help conduct regular mortgage reviews to keep relationships strong, help identify a customer’s evolving mortgage needs, and build your future pipeline with every interaction.
Scale personalized touchpoints
Loan officers don't always have the time to call every past customer and follow up with every lead. AI Sales Assistant allows you to engage contacts who need lighter touchpoints, so loan officers can focus on the most high-value conversations.
Don't take our word for it
Hear from a real Total Expert user as they share their experience with AI Sales Assistant.
“The AI Sales Assistant eliminates the need for manual outreach while fitting seamlessly into how loan officers already work. It helps them do more business without changing their entire day.”
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Dan Miedema
VP of Performance Efficiency, Rate
See Total Expert
in action
Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
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