Total Expert is the customer engagement platform built specifically for mortgage lenders, enabling compliant, personalized communication at scale to deepen relationships and drive growth. Its newest innovation—AI Sales Assistant—uses mortgage-specific, agentic AI to engage borrowers in human-like conversations, pre-qualify leads, and transfer ready borrowers to loan officers in real time, improving pipeline conversion while reducing manual follow-up burden.
Lenders struggle with fragmented customer data and inconsistent outreach across channels—limiting their ability to engage borrowers in the right moments while maintaining compliance. Total Expert solves this by unifying customer intelligence (from across the tech ecosystem) with omnichannel execution, creating a holistic borrower profile that powers timely, accurate engagement. AI Sales Assistant adds an autonomous layer that recognizes intent, conducts personalized voice conversations, gathers key information, and books meetings or transfers calls—operating with the persistence and consistency human teams can’t sustain at scale.
Results from the AI Sales Assistant pilot are measurable. Across 15,000+ consumers, 1-in-5 converted into a live conversation or appointment with a loan officer. In under six months, lenders generated $178M in loan applications with ~$23M funded. The system averages 14 outbound calls per lead, with ~70% answering at least one call—helping ensure opportunities aren’t lost to inconsistent follow-up. Customer Intelligence alerts also show strong conversion: 25% of contacted consumers transferred directly to a loan officer (top performers 43%), with 16%+ of transfers resulting in loan creation.
Company Website:
Markets Served:
Customer Engagement
Company HQ:
St Louis Park, MN
