Quick Mortgage Application Chatbot

It has been a long time since the mortgage lending industry witnessed a positive spike in its conversion rates. What they needed was a marketing automation tool that could accelerate their loan application process and better the customer experience of potential clients. The best marketing automation software, such as this one, can smoothen the customer journey by providing instant services and answers to queries, that too without human intervention. Furthermore, it can save the precious time of the real estate agents and supply real time customer service.

Features and Benefits :

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.

Similar Templates in finance-banking Industry


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