1. The chatbot asks the customer if they are a first-time buyer, moving home, or remortgaging.
2. It asks them if they have sold their home or not.
3. It asks them the length of the mortgage that they want.
4. It asks the amount of deposit/equity that they have.
5. It asks to enter the current value of their house.
6. It collects their name, phone number, email address, and residential address.
7. It can be configured to produce loan reports for an outstanding client experience.
8. It can help the sales team of the mortgage business in loan pipeline management.