AI voice agents and chatbots for mortgage brokers
Mortgage enquiries need income, deposit and timeline details before a meeting. AI collects them, explains your process and books an appointment with an adviser.
On the phone
- Asks about buying stage, deposit and timeline
- Explains your process and what to bring
- Books appointments with an adviser
- Takes switching enquiries
In chat and messages
- Collects basic details before the first meeting
- Sends document checklists
- Answers process questions from your guides
- Follows up enquiries that haven't booked
What it sounds like
An example of how your AI chatbot would handle a message, using your own prices, times and rules.
Questions it answers for you
- “How much could I borrow?”
- “Do you charge a fee?”
- “What documents do I need?”
- “Can you help me switch?”
- “How long does approval take?”
Website chatCustomer: First-time buyers, where do we start?
AI chatbot: Welcome! The first step is a free meeting with an adviser. Have you saved a deposit yet, and when are you hoping to buy?
Customer: Yes, hoping for next summer.
AI chatbot: Great timing. Would Monday at 6pm work for an online meeting? I'll send a document checklist too.
When a person is needed
Borrowing figures and recommendations come from a qualified adviser only.
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Hear it before you decide
Ring Jessica, our AI receptionist, or chat with our AI assistant. Ask them anything about your business.