According to Joe Welu, CEO of Total Expert, AI technology in the mortgage industry has surpassed expectations, successfully completing over 1.5 million human-like voice calls. The focus is on empowering loan officers, who are trusted advisors, to maintain a human connection during crucial moments of the customer journey. AI can handle menial tasks like following up with cold leads, leading to unprecedented productivity. The AI Sales Assistant's features include timely outreach based on borrower intent, compliant communication, data collection, and CRM updates, all while ensuring embedded compliance to maintain trust.
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.
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.
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.
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