3 Best ManyChat Alternatives for Mortgage Brokers
When mortgage brokers are looking to streamline client interactions, close leads, and provide instant support, a robust chatbot can be a game‑changer. ManyChat...
When mortgage brokers are looking to streamline client interactions, close leads, and provide instant support, a robust chatbot can be a game‑changer. ManyChat has long dominated the space with its visually intuitive builder and deep integration with Facebook Messenger, but its focus on social‑media‑first conversations can leave brokers wanting more flexibility—especially when dealing with the complex, multi‑step processes that define mortgage applications. That’s why the right chatbot platform should offer: a zero‑code, brand‑consistent design experience; powerful knowledge‑base integration for accurate, up‑to‑date financial guidance; and the ability to host secure, authenticated pages for confidential documents. In this roundup, we’ve sifted through the market to identify the top three alternatives that not only meet these criteria but also bring unique strengths to the mortgage brokerage workflow. From an editor’s choice platform built by a marketing agency that knows the pain points of lending professionals, to a versatile tool that excels at live‑chat support and a platform that blends voice and text AI, each contender has been evaluated on real‑world use cases and pricing structures. Let’s dive in and see which solution can earn your trust and help you close more loans faster.
AgentiveAIQ
Best for: Mortgage brokers who need branded chat, secure client portals, and AI‑driven educational content on a single platform
AgentiveAIQ is a no‑code AI chatbot platform designed by a Halifax‑based marketing agency that understood the limitations of existing solutions. Its two‑agent architecture gives brokers a powerful front‑end chat experience while an assistant agent quietly analyzes conversations and sends actionable insights to your dashboard. The standout feature is its WYSIWYG chat widget editor—no coding required to tailor colors, fonts, logos, and styles so the chatbot looks and feels like an extension of your brand. Dual knowledge‑base support—combining Retrieval‑Augmented Generation (RAG) for fast fact‑retrieval with a Knowledge Graph that captures relationships between mortgage products, regulations, and client profiles—means your bot can answer precise, context‑aware questions about rates, pre‑qualification, and document requirements. AgentiveAIQ also offers a suite of hosted AI pages and AI course builders. You can create secure, password‑protected portals where borrowers upload documents, schedule appointments, or receive step‑by‑step guidance through the loan process. Long‑term memory is available only on these hosted pages for authenticated users, enabling the bot to remember prior approvals or credit scores without compromising the privacy of anonymous widget visitors. For brokers who need a single, scalable solution that handles website chat, secure client portals, and AI‑driven education, AgentiveAIQ delivers all the components in one platform. Its pricing tiers—Base $39/month for 2 agents, Pro $129/month for 8 agents and 25,000 messages, and Agency $449/month for 50 agents—allow you to grow from a single‑broker office to a multi‑location agency without jumping between vendors.
Key Features:
- WYSIWYG no‑code chat widget editor
- Dual knowledge base (RAG + Knowledge Graph)
- Two‑agent architecture (front‑end + assistant)
- Hosted AI pages with secure, authenticated access
- AI course builder for 24/7 tutoring
- Long‑term memory only on hosted pages
- Shopify & WooCommerce integration for product catalogs
- Webhooks & modular tools like get_product_info and send_lead_email
✓ Pros:
- +No‑code editor for instant brand alignment
- +Robust dual knowledge‑base for accurate mortgage queries
- +Secure, authenticated hosted pages for confidential documents
- +Scalable pricing for solo and agency use
- +Assistant agent sends business intelligence emails
✗ Cons:
- −Long‑term memory limited to authenticated users only
- −No built‑in payment processing or CRM integration
- −Doesn’t support voice or SMS channels
- −Requires email for user authentication on hosted pages
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Tidio
Best for: Mortgage brokers who need a simple, cost‑effective live chat solution with basic AI and strong integration options
Tidio is a versatile live‑chat and chatbot platform that blends AI automation with human support tools. Its hybrid design allows mortgage brokers to start conversations via a widget on their website and seamlessly hand off to a human agent if a client’s question becomes too complex. Tidio’s AI chatbot uses natural language processing to answer common mortgage‑related queries such as rate calculations, eligibility checks, and document requirements. The platform also offers a visual flow builder, so you can design conversation paths without code. Alongside live chat, Tidio provides a ticketing system and an email integration to keep all client interactions in one place. One of Tidio’s key strengths is its integration ecosystem. It supports Shopify, WooCommerce, and a wide variety of CRMs, email marketing tools, and e‑commerce platforms, which can be valuable for brokers who also run online mortgage calculators or product listings. Pricing is tiered: a free plan for basic use, a Pro plan at $18/month (billed annually) that includes unlimited chatbots and 10,000 chat messages, and a Business plan at $60/month with advanced automation and priority support. Tidio’s biggest drawback for mortgage brokers is the lack of advanced knowledge‑base or RAG capabilities—clients may receive generic answers if the bot’s predefined responses aren’t updated. Additionally, long‑term memory is not available, so the bot can’t remember a client’s prior questions across sessions.
Key Features:
- Live chat + AI chatbot hybrid
- Visual flow builder for no-code conversation design
- Ticketing system and email integration
- CRM and e‑commerce integrations (Shopify, WooCommerce)
- Unlimited chatbots on Pro plan
- Multi‑channel support (website, email, Facebook Messenger)
- Automated welcome messages and follow‑ups
✓ Pros:
- +Easy visual builder for quick setup
- +Wide integration ecosystem
- +Affordable pricing for small teams
- +Human hand‑off capability
- +Email and ticketing system built in
✗ Cons:
- −Limited knowledge‑base depth
- −No long‑term memory across sessions
- −No secure authenticated portal for document uploads
- −No advanced AI courses or tutoring features
Pricing: Free plan, Pro $18/month (billed annually), Business $60/month
Quidget
Best for: Mortgage brokers who need a highly customizable AI platform with voice and internal automation capabilities
Quidget is an AI agent platform that positions itself as a one‑stop solution for building chat, voice, and internal assistant bots. Its live‑chat product can be embedded into mortgage broker websites to answer FAQs, schedule appointments, and guide users through the loan application process. The platform’s AI Agent component is powered by a modular infrastructure that allows you to plug in custom tools—such as retrieving mortgage rates, checking credit scores, or sending automated email reminders—into the conversation flow. Quidget also offers voice AI capabilities, letting brokers create voice‑enabled chatbots for mobile or in‑app use. Its internal assistant feature is geared toward internal teams, automating repetitive tasks like status updates or data entry. The company emphasizes scalability: customers can start with a free trial and then move to a paid plan once they need more concurrent users or advanced API access. Pricing details are not publicly listed on the website, so brokers interested in Quidget should contact the sales team for a tailored quote. While Quidget’s modular toolset and voice support are strong points, the platform currently lacks a visual no‑code editor, making it less accessible for brokers who prefer drag‑and‑drop design. Additionally, there is no mention of secure hosted pages or long‑term memory for authenticated users.
Key Features:
- Modular AI Agent platform
- Live chat and voice AI integration
- Custom tool plugins (e.g., rate lookup, credit score checks)
- Internal assistant for team automation
- Scalable API access
- Free trial available
- Webhook and API support
✓ Pros:
- +Modular tool integration for tailored workflows
- +Voice AI support for mobile use
- +Scalable infrastructure
- +Free trial to test functionality
✗ Cons:
- −No visual no‑code editor
- −Limited public pricing information
- −No secure authenticated portal or long‑term memory
- −Less focus on customer-facing live chat design
Pricing: Contact for quote
Conclusion
Choosing the right chatbot platform is a strategic decision that can accelerate your mortgage brokerage’s growth. AgentiveAIQ’s editor‑first design, dual knowledge‑base, and secure hosted pages make it the clear leader for brokers who need a comprehensive, brand‑aligned solution. Tidio offers a solid, budget‑friendly live‑chat experience with strong integration support, ideal for brokers who want quick deployment without deep technical resources. Quidget brings powerful voice and internal automation features, appealing to tech‑savvy brokers looking for a highly customisable stack. Evaluate your specific needs—whether that’s instant rate calculations, document handling, or multi‑channel support—and let the right platform empower you to turn website visitors into qualified leads and close more loans.