Equity Max Mortgage Pre-Approval Chatbot

There are very few mortgage companies that offer their customers mortgage options and start the pre - approval mortgage application process in a continuous series of events. What such firms need is conversational software that converts mortgage preapproval into a seamless interaction. This mortgage prequalification form allows customers to choose any mortgage service that they require at the moment and collect all the necessary details to make the buying process easier for both lenders and borrowers.

Features and Benefits :

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.

Similar Templates in finance-banking Industry


New Product

Introducing Tars Prime, Our New Cutting-Edge Chatbot, Powered by ChatGPT

Discover the future of conversational AI and setup your website’s AMA chatbot with Tars Prime in under 30 seconds and in one-click!

Try it Out


Frequently Asked Questions

Trusted by 500+ Global Brands

happy robot

The future of customer experience is conversational.

Join us today

Ready for higher conversion rates?

Book a slot with a Tars expert to see how chatbots can increase your conversion rate by 50%

Tars is rated #1 in the Chatbot Platform Category

BlobBlob green

Book Your Personalized Demo

What our customers say


happy robot

The future of customer experience is conversational.

Join us today