1. The mortgage lead generation bot asks the customer if they want a mortgage for a home purchase, mortgage pre-approval, or other mortgage help.
2. It asks if they have an existing offer on a place or are they looking to get pre-approved before buying.
3. Based on the customer's choice, it asks questions like what type of property are you purchasing, what is the planned use for the property you are looking to buy, how is your credit, and how quickly are you looking to buy a place, what percentage are you putting as a down payment, how much is your total budget for the price of the property, what is the closing date of purchase, who is your main day to day bank, what is the full address of the property you are buying, what is your income, what's your current employment status.
4. It collects the customer's phone number and email address.
5. It can send out emails to the customer based on their choices.
6. It can complete the mortgage application process in minutes.
7. Mortgage companies don't need any technical skills to build this chatbot.
8. It is a great way to increase conversion rates.
9. It helps save time and money for both the mortgage lender and potential lead.