Guaranted Rate Chatbot

Filling out mortgage applications can be too big a struggle for your prospective customers. What they need are conversational online web forms that can make the buyer journey frictionless and what your business needs are automated software that can produce quality leads from your target market. This mortgage can make lead generation for mortgage lenders fuss-free by automating both the user authentication process as well as the loan origination process. It can enhance communications with customers by providing real time services to potential clients.

Features and Benefits :

1. It asks the customer if they want to buy a home or refinance.

2. Based on the answer, it asks them to enter the purchase price/loan amount they are looking for.

3. It asks them to enter the down payment that is required.

4. It asks them to enter the value of the property.

5. It asks them to share their credit score.

6. It asks them to type in the city in which the property is located.

7. It asks them if they were referred to or are currently working with a loan officer.

8. If the user says that they are, the chatbot asks for the loan officer's name.

9. If the user says that they are not working with a loan officer, the chatbot matches them up with the right expert.

10. It collects their name, phone number, and email address.

11. It can generate qualified leads for the mortgage industry and increase conversion rates.

12. It makes the loan process easier by helping the potential leads fill out an online form through an automated chat.

13. It can strengthen customer relationships by improving better customer engagement.

Similar Templates in finance-banking Industry


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