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.

Explore Finance & Banking solutions

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

Invest in your customer satisfaction with Tars AI Agents

Financial Concierge AI

Financial Concierge AI offers a comprehensive package of features designed specifically for finance & banking companies.

Financial Advisor AI

Financial Advisor AI is designed to help finance & banking companies guide potential customers through tailored buyer journeys.

Finance Workflow AI

Finance Workflow AI for internal automation

Read more
industry-finance_banking-hero
ama-dots-leftama-dots-left
awsm-icon

New Product

Introducing Tars Prime, Our New Cutting-Edge Chatbot, Powered by ChatGPT

Discover the future of conversational AI and setup your website’s AMA chatbot with Tars Prime in under 30 seconds and in one-click!

Try it Out

ama-preview

Frequently Asked Questions

Trusted by 500+ Global Brands

ClientsClients_tabletClients_mobile
happy robot

The future of customer experience is conversational.

Join us today

Ready for higher conversion rates?

Book a slot with a Tars expert to see how chatbots can increase your conversion rate by 50%

Tars is rated #1 in the Chatbot Platform Category

Manager of IT Services

Manager of IT Services

Real Estate

industry

Real Estate

category

IT Services

capacity

50M - 250M USD

The TARS team was extremely responsive and the level of support went beyond our expectations. Overall our experience has been fantastic and I would recommend their services to others.

Lindsey Roark Mayes

Lindsey Roark Mayes

Ex-Director of SOS IT (State of Indiana)

Lindsey Roark Mayes
industry

Government

Implementing a chatbot revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service along with our business services.

Marketing Operations Manager

Marketing Operations Manager

Healthcare and Biotech

Marketing Operations Manager
industry

Healthcare and Biotech

category

Marketing

capacity

30B + USD

The Tars team has been wonderful to work with. We've used them for a few years and just expanded their tools' use; the customer support they offered was unmatched. I appreciate everything they have assisted us with. The platform itself is very user-friendly and straightforward to navigate. It had all the features we needed; if not, they added it.

Levi Eastwood

Levi Eastwood

Marketing Director, UCI Paul Merage School of Business

Levi Eastwood
industry

Education

Since our launch of Tars chatbots, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the chatbot regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.

Product Manager

Product Manager

Finance (non-banking)

Product Manager
industry

Finance

category

Product Management

capacity

50M - 250M USD

My organization is using Tars Chatbot more than 2 years now. The Chatbot is very useful is generating quality leads for us.

BlobBlob green
book_demo

Book Your Personalized Demo

What our customers say

Videos

happy robot

The future of customer experience is conversational.

Join us today