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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Hapax is a dedicated AI platform tailored specifically for banks and credit unions, revolutionizing the way financial organizations access information, carry out workflows, and function within stringent regulatory frameworks. In contrast to generic AI solutions that merely overlay existing systems, Hapax is engineered from the outset as a single-tenant architecture that seamlessly integrates with an institution's internal data, documents, and processes, resulting in a bespoke “Intelligence Core” for each entity. By capitalizing on over a decade's worth of proprietary financial information, which encompasses thousands of documents, discussions, and regulatory resources, it provides precise, context-sensitive insights and responses that meet industry demands. Additionally, it merges generative AI with multi-agent workflows capable of automating intricate, institution-specific tasks such as compliance checks, fraud detection, policy formulation, and decision-making support, all while ensuring rigorous governance and accountability. With its unique architecture and extensive data capabilities, Hapax stands out as an innovative solution in the financial sector.

Description

A specialized CRM and customer engagement solution designed to foster growth and build loyalty among contemporary lenders and financial organizations. As housing prices reach unprecedented heights, interest rates climb, and inventory remains scarce, many borrowers find themselves uncertain about how to realize their aspirations of homeownership. Even with a notable decline in mortgage applications, owning a home remains a crucial investment in the United States. In a conversation with Global Markets Reporter Jill Malandrino, Joe Welu, the Founder and CEO of Total Expert, discussed strategies for lenders to maintain engagement with prospective homebuyers and support their dreams of owning a home. The Total Expert platform is meticulously crafted to cater to the specific requirements of lending and financial institutions, ensuring that digital interactions are as impactful as traditional face-to-face experiences while emphasizing scalable personalization. This approach not only enhances customer relationships but also positions lenders to effectively navigate the complexities of today's housing market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Capacity
Cyclr
Denim Social
Facebook
HubSpot CRM
Insider One
LinkedIn
Model Context Protocol (MCP)
Salesforce
Slack
X (Twitter)

Integrations

Capacity
Cyclr
Denim Social
Facebook
HubSpot CRM
Insider One
LinkedIn
Model Context Protocol (MCP)
Salesforce
Slack
X (Twitter)

Pricing Details

$2.50 per credit
Free Trial
Free Version

Pricing Details

$69 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Hapax

Founded

2024

Country

United States

Website

www.askhapax.ai/

Vendor Details

Company Name

Total Expert

Website

totalexpertinc.com

Product Features

Product Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Alternatives

Alternatives

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Mortgage Quest

Market Focus
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FraudXchange

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MeridianLink