1. The chatbot asks them if they would like to know the benefits they would get from their services or apply for refinancing.
2. It asks them to choose the purpose of their mortgage, such as purchase, refinance, or access home equity.
3. It asks them to choose their loan amount, loan type, property usage, and type of property.
4. It collects their name, address, phone number, credit score, and email address.
5. It lets a loan officer improve their marketing strategy and in turn, set their mortgage lead generation in motion.
6. It provides an automated way of collecting data about potential customers' personal information.
7. It is easy to use, and can be integrated into your website by using APIs.
8. It is very cost-effective when compared with traditional methods of marketing.
9. It can be configured to provide helpful content to prospective clients.
10. It can be configured to gather client reviews for a mortgage loan officer.
11. It can be used as a digital marketing tool to implement some major mortgage marketing ideas.
12. It can boost the customer experience leading to a smoother customer journey.