Mortgage Survey Chatbot

Does your mortgage business seek to provide informative content to the current clients as well as the prospective customers and make the loan process smoother? Shift to this powerful mortgage marketing tool for marketing automation that can escalate the engagement rate for your mortgage lending company, something that email marketing can only dream of. Based on an active question and answer session with the customer, it can easily figure out if they are ready to take a loan process. Besides, they offer a different marketing approach to your mortgage lending business.

Features and Benefits :

1. The chatbot asks the user to choose how they want to pay off their mortgage, i.e. if they want to purchase, looking for refinancing, or are still confused.

2. It asks them to enter their gross annual income.

3. It asks them to enter the amount that they spend monthly from their income.

4. It asks them to choose their credit score from a list of options.

5. It asks them if they have owned a home in the last three years and if they have filed for bankruptcy in the last five years.

6. It collects their name and email address.

7. It can be used by any mortgage business to gather information about prospective borrowers.

8. It is an excellent way to collect data on potential clients.

9. It helps a mortgage company in understanding its customer base better.

10. It can establish a strong online presence of a mortgage business and improve customer relationships.

11. It can provide high-quality content to ideal clients of the mortgage industry.

Similar Templates in finance-banking Industry


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