1. The chatbot asks the customer if they would like to buy a new home, new investment property, or build a home.
2. It asks them if their loan type/mortgage goal is a home purchase or home refinance.
3. It asks them to choose the state they reside in to find the right options for them.
4. It asks them to choose the type of property they are looking for, such as single-family, condominium, townhouse, or multi-unit.
5. It asks them to enter the estimated value or purchase price of the property (in $).
6. It asks them how much they have available for the down payment.
7. It asks them to rate their credit score.
8. It asks them to choose how they are planning to use the property.
9. It asks them if they are interested in VA/military loans.
10. It collects their name, phone number, zip code, and email address.
11. It can send them an automated message with information about the product that best fits their needs.
12. It can build a strong online presence for a mortgage business.