1. The chatbot asks the customer to choose the type of mortgage service they are looking for from a given list: Purchase, Refinance, Home Equity, Debt Consolidation, Second/Private Mortgage, or Commercial Mortgage.
2. It asks them for the loan purchase price (in $) they are looking for as a monthly payment.
3. It asks them for the amount left on their current mortgage (in $).
4. It asks them the worth of the property.
5. It collects their name, phone number, email address, and city.
6. It can collect information regarding the customer's credit score range, monthly income, personal tax returns, monthly debt payments, and preferred mortgage interest rate, making the mortgage process easier.
7. It can be configured to facilitate the mortgage pre-qualification process by enabling the potential buyers to upload additional documents.
8. It can verify a customer's mortgage eligibility to simplify the preapproval process.
9. It can be configured to enable the lead to choose a mortgage loan option.
10. It can help groom the financial health of a customer.