Interface / One-pager
MCP Total Expert inside ChatGPT and Claude.
Loan officers connect ChatGPT or Claude to Total Expert and work as themselves, with access to their own contacts only. Contact changes are drafted for the LO to confirm before they're saved.
| Status | Feature flag & pilot |
|---|---|
| Layer | Interface · Modern |
01Who it's for
- Loan officers who work in ChatGPT or Claude.
- Admins who choose which users and organizations get access.
02What it does
- Finds and reads contacts, activity, pipeline and loans
- Creates leads, logs interactions and updates contact details, each drafted first
- Runs purchase and refinance scenarios on the org's pricing, with a shareable report
- Per-user usage limits and an audit record of every sign-in and action
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