Chatbot for Mortgage Calculation

Buying home loans is already a struggle and if we add into it calculating the monthly payments, it doubles the inconvenience. If you are a mortgage broker providing mortgage services to your potential customers which involves calculating the monthly payments for each of them, this mortgage calculator chatbot can kick out the possibility of poor customer service by automating the entire process. This digital concierge can make lead generation for mortgage brokers effortless since customers can have some common questions answered and don't need to fill a boring online form.

Features and Benefits :

  • The chatbot asks the customer to enter the price of the house (in $) they seek a mortgage for.
  • It asks them to enter the amount of down payment that they are comfortable with.
  • It asks them to enter the number of years for the loan tenure and the interest rate percentage.
  • It asks the customer if they would like to know whether they are eligible to get prequalified for the loan or not.
  • If the customer wants to know that, the chatbot asks them the type of mortgage they wish to take- refinance or purchase.
  • It asks them to enter their zip code and credit score.
  • It collects their name and email address to send them a detailed analysis of the monthly mortgage payments.
  • It eliminates the chances of errors in calculations.
  • Similar Templates in Finance & Banking Industry

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    Tars is rated #1 in the Chatbot Platform Category

    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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    Real results, real customers, real stories

      “We're saving an average of 4,000+ calls a month.”
      Implementing an Agent 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 service️ along with our business services.
      Lindsey Roark Mayes
      Ex-Director of SOS IT (State of Indiana)
      State of Indiana logo
      Lindsey Roark Mayes from State of Indiana
      “Cutting down on staff needing to email back.”
      Since our launch of Tars Agents, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the Agent 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.
      Levi Eastwood
      Marketing Director of UCI Merage School
      UCI Merage School logo
      Levi Eastwood from UCI Merage School
      “Powerful tool - and there's so much more still to explore!”
      I love the flexibility of the TARS chatbot design tool. The ability to drop in a new gambit and easily de-link and re-link gambits before and after it saves HOURS of time lost if I had to regenerate from scratch. TARS stands out for its flexibility, consistent performance, and outstanding support.
      Aaron Rittmaster
      Founder
      Fantastic Memories Travel logo
      Aaron Rittmaster from Fantastic Memories Travel
      “Very responsive and supportive Team”
      I love how supportive and responsive the team members are. The chatbots are not difficult to build once you have an idea of what you are doing, and this is so based on the backend work Tars has completed. Also, they are flexible to the clients' requests.
      Keisha Cameron
      Product Manager
      Victoria Mutual Group logo
      Keisha Cameron from Victoria Mutual Group
      “Easy for cooperation and open to agreement.”
      One of the biggest qualities of TARS is their ability to truly understand their clients' needs. They took the time to thoroughly assess our requirements, offering valuable insights and recommendations that we hadn't even considered. This level of personalized attention made a significant difference in the success of our project.
      Milica Petrovic
      Customer Care Project Associate
      Happiest Baby logo
      “Great service”
      The guys at Tars are so passionate about bots and maximum engagement. Tars is overall a great product with really nice people there to help me engage and automate conversations I would have otherwise missed.
      Nigel Gosling
      Health Coach
      “Best in class for lead generation”
      TARS is an essential tool within our lead gen strategy. I started to use it a couple years ago, and the platform evolved to focus on results. You can integrate your Google Analytics, Facebook Pixel, and AdWords conversion tag to track results and measure your campaign. You can also integrate with Zapier, which opens a lot of possibilities. Compared with static landing pages, we have seen an increase in conversions and more engagement.
      Leonardo Wolff
      Founder
      Eikonikos logo
      “Very professional and cooperative”
      Building an automated chat that our customers actually used and reduced calls amount.
      Maryam Alhaddad
      Customer Journey Designer
      Vodafone logo
      “Flexibility and good service”
      Tars platform is very flexible, so you can do pretty much any flux you desire. Also integrates with any third party through APIs with a very simple and easy-to-use interface. Also tars team is great! Always at disposal and brings suggestions and solutions for any issue encountered during the process of building the chatbot.
      Lucas Von Lachmann
      Process Manager
      Inoa logo
      Lucas Von Lachmann from Inoa
      “I like the product.”
      Takes those boring forms and allows you to make the collecting of customer information enjoyable for the user. It has a lot of value and I see the company constantly working on improving it.
      Pierre Rattini
      Director of Marketing
      MB Buzz LLC logo
      Pierre Rattini from MB Buzz LLC
      “Deserved The title of the Best Chatbot of the Year”
      If you are building chatbots, you cannot go wrong with TARS. I have been with this company since their beginning. Seen how they have grown. I have tested a lot of bots, but this one is still the best out there. We use WhatsApp a lot for our business. And what I like best is that I can have 1 chatbot for website and for my WhatsApp. I especially appreciate their support team as well. Whenever I am stuck, they quickly reply to my questions.
      MJ Felix
      Chairman
      Mindset Theory SDN. BHD. logo
      “Advanced integration, easy to use, and very customizable.”
      This chatbot does everything from AI integration to complete customization and is excellent for lead conversion in most industries. I think the pre-formatted templates are an excellent boost to get started quickly. The team is also excellent.
      Rachel Rowling
      Chief Operating Officer
      Taqtik Health logo
      Rachel Rowling from Taqtik Health
      “We're saving an average of 4,000+ calls a month.”
      Implementing an Agent 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 service️ along with our business services.
      Lindsey Roark Mayes
      Ex-Director of SOS IT (State of Indiana)
      State of Indiana logo
      Lindsey Roark Mayes from State of Indiana
      “Cutting down on staff needing to email back.”
      Since our launch of Tars Agents, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the Agent 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.
      Levi Eastwood
      Marketing Director of UCI Merage School
      UCI Merage School logo
      Levi Eastwood from UCI Merage School
      “Powerful tool - and there's so much more still to explore!”
      I love the flexibility of the TARS chatbot design tool. The ability to drop in a new gambit and easily de-link and re-link gambits before and after it saves HOURS of time lost if I had to regenerate from scratch. TARS stands out for its flexibility, consistent performance, and outstanding support.
      Aaron Rittmaster
      Founder
      Fantastic Memories Travel logo
      Aaron Rittmaster from Fantastic Memories Travel
      “Very responsive and supportive Team”
      I love how supportive and responsive the team members are. The chatbots are not difficult to build once you have an idea of what you are doing, and this is so based on the backend work Tars has completed. Also, they are flexible to the clients' requests.
      Keisha Cameron
      Product Manager
      Victoria Mutual Group logo
      Keisha Cameron from Victoria Mutual Group
      “Easy for cooperation and open to agreement.”
      One of the biggest qualities of TARS is their ability to truly understand their clients' needs. They took the time to thoroughly assess our requirements, offering valuable insights and recommendations that we hadn't even considered. This level of personalized attention made a significant difference in the success of our project.
      Milica Petrovic
      Customer Care Project Associate
      Happiest Baby logo
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    The future of customer experience is conversational.

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