1. The chatbot asks the customer if they would like to speak to a mortgage consultant to get pre-qualified before the loan process.
2. It asks them if they would like to connect through phone, email, or talk to a local consultant.
3. It collects their name, zip code, and contact info such as phone number and email address.
4. If they want to connect to a local consultant, it shares the nearest branch address with them.
5. It asks them for the time they want to apply for financing, i.e., immediately, within three months, three to six months from now, etc.
6. It asks them if they are currently working with a real estate agent.