Home Financing Chatbot

Are your real estate agents finding it difficult to showcase all the mortgage services to potential borrowers? Then, it's time to move on to a home financing chatbot that can enable prospective borrowers to have a plethora of financial products to choose from, such as home purchase, refinancing, debt consolidation, mortgage pre-approval, etc. Apart from this, it can provide valuable content to mortgage customers looking for some help pertaining to the mortgage process. It collects all the important details from the mortgage leads so that they could be recommended the most personalized loan product. So, if you are a mortgage lender looking to automate your digital marketing strategy to push your lead down the sales funnel with ease, this chatbot could be your one and only solution.

Features and Benefits :

1. The chatbot asks the customer to choose the service they are looking for, such as first and second mortgages, purchases and refinances, debt consolidation, privately funded mortgages, mortgage pre-approval, mortgage renewals, or financial counseling.

2. It asks them to choose a location for consultation that is the most convenient.

3. It asks them to choose their credit score.

4. It asks them how soon are they buying a place.

5. It asks them to give a rough estimate of their down payment.

6. It asks them to share their total budget for the price of the property.

7. It asks them to choose their current employment status, i.e. employed (full time), employed (part-time), self-employed, retired, student, unemployed, or another status.

8. It collects their name, phone number, and email address.

9. It asks them to choose a preferred date and time for an appointment.

10. It builds a strong online presence of a mortgage firm.

11. It can be configured to accept mortgage payments from current customers as well as potential customers.

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Manager of IT Services

Manager of IT Services

Real Estate

industry

Real Estate

category

IT Services

capacity

50M - 250M USD

The TARS team was extremely responsive and the level of support went beyond our expectations. Overall our experience has been fantastic and I would recommend their services to others.

Lindsey Roark Mayes

Lindsey Roark Mayes

Ex-Director of SOS IT (State of Indiana)

Lindsey Roark Mayes
industry

Government

Implementing a chatbot revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service along with our business services.

Marketing Operations Manager

Marketing Operations Manager

Healthcare and Biotech

Marketing Operations Manager
industry

Healthcare and Biotech

category

Marketing

capacity

30B + USD

The Tars team has been wonderful to work with. We've used them for a few years and just expanded their tools' use; the customer support they offered was unmatched. I appreciate everything they have assisted us with. The platform itself is very user-friendly and straightforward to navigate. It had all the features we needed; if not, they added it.

Levi Eastwood

Levi Eastwood

Marketing Director, UCI Paul Merage School of Business

Levi Eastwood
industry

Education

Since our launch of Tars chatbots, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the chatbot regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.

Product Manager

Product Manager

Finance (non-banking)

Product Manager
industry

Finance

category

Product Management

capacity

50M - 250M USD

My organization is using Tars Chatbot more than 2 years now. The Chatbot is very useful is generating quality leads for us.

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