AI texting for Total Expert lenders, piloted the careful way.
Quick answer: LoanWick is an AI texting assistant for loan officers. The Total Expert connection is still being built, so nothing texts your Total Expert leads yet. Sign up now for a free 60-day LoanWick texting trial while it is set up, subject to the review terms on this page. Bonzo is the only live connection today.
Total Expert serves lenders, banks and credit unions, usually with central marketing, compliance review and IT approval. Adding an AI texting assistant there is a pilot decision, not a toggle. LoanWick is an AI texting assistant for loan officers. Its Total Expert connection is in progress and not live yet.
LoanWick is an independent product. It is not made, sponsored, endorsed by or affiliated with Total Expert. The Total Expert connection is in progress and is not live yet.
What Total Expert already offers
Total Expert describes itself as a customer platform for financial institutions, with journeys, campaigns and compliance tools aimed at RESPA, TCPA, CPPA and CAN-SPAM requirements. It also describes an AI Sales Assistant focused on voice interactions that nurtures and qualifies leads.
So the question for a Total Expert lender is narrow: do you want a dedicated text-first assistant handling borrower replies for a group of loan officers? If voice-led AI already fits your program, LoanWick may not add enough. If your borrowers mostly answer by text, it is worth testing.
What your review team will ask
| Reviewer | Likely question | Current answer |
|---|---|---|
| Compliance | How are opt-outs, texting hours and sending limits enforced? | STOP ends assistant texts; sends stay in the configured window within federal and supported state rules |
| Marketing | Who controls the assistant’s tone and limits? | Company rules set the boundary; officers customize within it |
| Sales leadership | How do officers stay in control? | The assistant steps back when an officer texts, and can be paused per officer or company-wide |
| IT and security | What data is read and written? | To be confirmed during setup; the Total Expert connection is not finished |
How it will work with Total Expert (in progress)
Pick a pilot group
Start with a few officers and a narrow set of lead sources.
Map lead stages
Planned: set each stage to follow up, reply only, or never text.
Read, reply, book
Planned: read the lead’s context, answer replies by text, follow up quiet leads, and offer the officer’s booking link.
Record and review
Planned: write outcomes back to the contact and review conversations before expanding.
Status: the Total Expert connection is not fully built. Nothing here describes a live feature.
60 days free for the pilot
Sign up for the Total Expert version and you get a free 60-day trial while the connection is set up. Use it to run your review: fictional test conversations in the browser demo, your compliance questions, and a pilot plan. No real texts go out until setup is tested and activation is approved. Texting is the core product; AI calling is a separate rollout.
Free 60-day trial while the connection is set up. Trials are subject to review and aren’t guaranteed for loan officers with more than 500 leads per month, though we may still choose to honor them. The trial includes LoanWick texting, not voice; voice trials may be available on request.
Total Expert AI texting: common questions.
Does LoanWick integrate with Total Expert?
What are the terms of the free 60-day Total Expert trial?
Total Expert has its own AI assistant. Why look at LoanWick?
Can we pilot with a few loan officers?
Who is responsible for TCPA compliance?
Sources and review scope
First-party descriptions checked October 11, 2026. Capabilities, prices, and availability can change. Confirm required workflows directly with each provider.