Help borrowers start the conversation.
Visitors can ask common mortgage questions in a chat on your website. Your virtual assistant uses AI to help answer those questions using your profile and approved information, then helps visitors take the next step toward a conversation with you.
- Borrower-facing website chat
- General mortgage education
- Officer-specific profile and approved content
- A handoff to the loan officer for personal guidance
Keep useful context for follow-up.
The assistant can gather contact details and mortgage goals visitors choose to share, retain conversation history, and summarize the inquiry for review. Lead-management handoff is configured and checked as part of your assistant setup.
- Conversation transcripts and summaries
- Contact details and mortgage goals shared in chat
- Lead handoff when the integration is configured
- Loan officer review before borrower follow-up
Keep lending decisions with the loan officer.
AI responses are educational and may be incomplete or incorrect. The assistant does not approve loans, make underwriting decisions, or guarantee rates, payments, or savings. A chat is not a loan application or a commitment to lend.
- Personal loan questions require loan officer review
- No automated borrower email or SMS follow-up included
- Do not share Social Security numbers, bank credentials, or sensitive documents in chat
- Your brokerage or compliance team must approve final content and disclosures before launch
Included with Growth + AI.
Growth + AI is $299/month plus a one-time $299 launch fee after preview approval. It includes Website + Lead Management, the borrower-facing assistant, unlimited self updates for website content, and priority support. Assistant availability depends on completing setup for your site.
- Reasonable-use AI access included
- Additional AI usage fees require advance notice and approval
- Assistant profile and knowledge configured for your site
- Review the assistant and inquiry handoff during your demo