AI Engine · website chat
Mortgage website chat that answers at 11pm and books you for 9am.
A chat assistant on your site that answers general questions, collects details with consent, and books a call — while you sleep. $89/mo including two-way SMS.
- Assistant:Hi! I'm the assistant for this site (I'm an AI). Ask me about loan programs, documents or booking a call.
- Visitor:What documents do I need for a pre-approval?
- Assistant:Usually recent pay stubs, W-2s or tax returns, bank statements and ID — your loan officer will confirm the exact list. Want me to email you the checklist and book a 15-minute call?
- Visitor:Email is fine for now.
- Checklist sent · lead saved with consent · nurture sequence started
Where it helps
Where does website chat catch leads that forms miss?
At the moments people hesitate: after a calculator result, on a program page, after hours, or halfway through the application.
Calculator results
"Want to talk through this number?" opens the chat with the result attached.
Program pages
Answers follow-up questions about the program, then offers a call.
After hours
Takes details and books the first slot you have tomorrow.
Application drop-off
Offers help if someone stops halfway through the application.
FAQ
Website chat questions
What is AI chat on a mortgage website?
A chat window on your site staffed by an AI assistant trained on your approved answers. It answers general questions about your programs and process, collects contact details with consent, and books a call or hands the conversation to you.
Does the chat slow down my site?
No — the chat loads after the page content and only after the visitor's cookie choice where required, so it doesn't delay your headline.
Can I take over a chat live?
Yes. You get a notification and can reply from the CRM inbox or the mobile app; the assistant steps back when you join.
Does the chat work with the SMS assistant?
Yes — website chat and SMS share one brain and one inbox, which is why they're priced together at $89/mo.
Will the chatbot give rate quotes?
No. It is set up never to quote rates, fees or payments and never to say someone qualifies. It offers a call with you instead.
Does it say it's an AI?
Yes, in the first message, and it offers a human whenever asked.
Is the chat accessible?
The widget is keyboard-operable, has a visible close button, readable contrast and works with screen readers.
What data does it collect?
Only what's needed to help and follow up (name, contact details, goal, state, timeline), with consent and a link to your privacy policy. Never SSNs or account numbers.
Launch day in 5 business days
Visitors with questions, answered on the spot.
Website chat + SMS AI is $89/mo; all channels $279/mo.
No payment on the form · Monthly plans cancel any time · Reply within 4 business hours