AI Sales Assistant

by Total Expert · AI · Minneapolis, United States

Compliant voice AI that proactively nurtures leads, qualifies prospects, and makes warm handoffs through human-like conversations.

What AI Sales Assistant does

• voice conversations
• lead qualification
• opportunity progression
• warm handoff to originators
• proactive engagement
• RESPA and TILA compliance
• TCPA compliance
• 10DLC regulation compliance
• interaction logging
• customizable to brand

What AI Sales Assistant is used for

• re-engage aged pre-approvals
• perform mortgage reviews
• present refinance opportunities
• present HELOC opportunities

Who AI Sales Assistant is for

• Mortgage lenders
• Banks
• Credit unions

About Total Expert

Customer operating system combining customer insights, automation, and sales productivity for financial institutions.

Total Expert in the vendor registry: its products, features and similar vendors.

Also by Total Expert

• Customer IQ: Turns customer data into actionable insights with intent signals, enriched profiles, and consent awareness.
• AI Scenario Assistant: Automatically analyzes customer finances to create and deliver personalized refinancing, equity, and purchase scenarios through pricing…
• AI SMS Assistant: Two-way SMS conversations that qualify leads, answer questions, book appointments, and transfer to originators.
• Marketing Center: Creates dynamic, personalized campaigns to boost engagement throughout customer financial journey.
• Sales Center: Streamlines workflows and removes barriers between departments with collaboration and communication tools.
• Total Expert Platform: Unified customer operating system combining customer insights, intelligent automation, and sales productivity tools.

More in this category: AI software for financial services.

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