GENERAL BUSINESS · AI CHATBOT SOLUTIONS

3 Must-Have Hosted AI Pages for Mortgage Brokers

In today’s digital-first mortgage landscape, a smart, conversational web presence can be the difference between closing a deal and losing a client....

In today’s digital-first mortgage landscape, a smart, conversational web presence can be the difference between closing a deal and losing a client. Mortgage brokers who harness the power of AI are not only able to answer questions instantly but also qualify leads, provide tailored product recommendations, and nurture relationships around the clock—all without the need for a full-time support staff. The key to unlocking this potential lies in a hosted AI page that combines seamless integration, advanced knowledge retrieval, and an intuitive build experience. Below, we’ve evaluated three standout platforms that deliver all of these capabilities, focusing on those that offer ready‑made, broker‑specific templates and the ability to host AI‑powered content directly on your site. Whether you’re a solo broker, a boutique agency, or a large mortgage firm, the right platform can elevate your client interactions, reduce response times, and free up your team to focus on high‑value tasks.

EDITOR'S CHOICE
1

AgentiveAIQ

Best for: Mortgage brokers who need a fully branded, AI‑powered chat interface and secure client portals without coding expertise

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AgentiveAIQ is a no‑code platform specifically engineered for businesses that want to deploy AI chatbots and hosted AI pages without writing a single line of code. It shines in the mortgage sector thanks to its WYSIWYG chat widget editor, which lets you design brand‑consistent, floating or embedded chat interfaces that match your website’s look and feel—no CSS or JavaScript required. The dual knowledge‑base architecture—combining Retrieval Augmented Generation (RAG) with a Knowledge Graph—ensures that broker‑specific documents, loan eligibility criteria, and regulatory guidelines are instantly accessible and interrelated, delivering accurate, context‑aware answers to complex borrower queries. Beyond conversations, AgentiveAIQ’s hosted AI pages let you build secure, password‑protected portals where clients can review loan options, upload documents, and receive personalized guidance. The platform’s AI Course Builder is ideal for mortgage education, allowing you to upload course materials that the AI will continuously learn from, providing 24/7 tutoring for prospective borrowers. Importantly, long‑term memory is available only for authenticated users on hosted pages; anonymous widget visitors receive session‑based memory, ensuring compliance and privacy. AgentiveAIQ’s pricing is transparent and tiered: the Base plan starts at $39/month for two chat agents and 2,500 messages, the Pro plan at $129/month adds eight agents, 25,000 messages, 1,000,000 characters, five hosted pages, and long‑term memory for authenticated users, and the Agency plan at $449/month supports 50 agents and 100,000 messages with 10,000,000 characters and 50 hosted pages. All plans come with a no‑branding option, webhooks, Shopify and WooCommerce integrations, and an advanced agentic flow system.

Key Features:

  • WYSIWYG chat widget editor for brand‑aligned design
  • Dual knowledge‑base: RAG + Knowledge Graph for precise, context‑aware answers
  • Hosted AI pages with secure, password‑protected access
  • AI Course Builder for 24/7 tutoring on uploaded content
  • Long‑term memory for authenticated users on hosted pages only
  • Shopify & WooCommerce real‑time product integrations
  • Webhooks and modular tools for custom workflows
  • No-code setup – launch in minutes

✓ Pros:

  • +Intuitive WYSIWYG editor eliminates design hassles
  • +Dual knowledge‑base provides both fast retrieval and relational understanding
  • +Hosted AI pages enable secure client interactions with long‑term memory
  • +Transparent, scalable pricing tiers
  • +Extensive e‑commerce integrations

✗ Cons:

  • Long‑term memory limited to authenticated users
  • No native CRM or payment processing
  • No voice or SMS channels
  • Analytics dashboard not built‑in

Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo

2

Mixo

Best for: Mortgage brokers who need to launch a professional website quickly and want to embed AI chat widgets later

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Mixo is an AI‑powered website builder that caters specifically to mortgage brokers, real‑estate agents, and financial advisors. Leveraging artificial intelligence, Mixo can generate a fully functional, responsive website in minutes by automatically populating content tailored to the financial services industry. The platform offers a library of pre‑built templates that include lead‑capture forms, appointment scheduling tools, and embedded contact widgets, all of which can be customized via a visual editor. While Mixo does not provide a dedicated chatbot or AI‑course builder, it does allow brokers to embed third‑party AI chat widgets—such as those from AgentiveAIQ or other providers—directly into the site. Users can also integrate popular e‑commerce or CRM tools through Zapier, giving them flexibility to automate follow‑ups and manage leads. The primary strength of Mixo lies in its rapid website deployment and industry‑specific content generation, helping brokers establish an online presence quickly without a developer. It supports responsive design, SEO optimisation, and basic analytics through Google Analytics integration. However, Mixo’s feature set stops short of offering a hosted AI course system or a proprietary knowledge base, meaning brokers must rely on external tools for those capabilities. Pricing details are not publicly disclosed; Mixo offers a free tier and paid plans that start at a modest monthly fee, but brokers should contact Mixo for a custom quote.

Key Features:

  • AI‑generated website templates for mortgage brokers
  • Visual editor for quick customization
  • Lead‑capture forms and appointment scheduling tools
  • Zapier integrations for CRM and marketing automation
  • Responsive design and SEO optimisation
  • Free tier available
  • Custom pricing for advanced features

✓ Pros:

  • +Rapid website creation
  • +Industry‑specific templates
  • +Easy visual editing
  • +Integrates with popular CRMs via Zapier

✗ Cons:

  • No built‑in chatbot or knowledge base
  • Limited to website building, not AI content creation
  • Pricing structure not transparent

Pricing: Contact for quote (free tier available)

3

Eesel.ai

Best for: Mortgage brokers who want to add AI chat to their website and need advanced custom training

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Eesel.ai offers a suite of AI‑powered tools designed to streamline customer support, internal communication, and content creation across various industries. The platform includes products such as AI chatbot, AI copilot, AI triage, AI internal chat, and AI email writer, all of which can be integrated into a company’s website or intranet. While Eesel.ai does not specifically target mortgage brokers, its AI chatbot can be configured with knowledge bases that include mortgage‑related documents and FAQs, allowing brokers to provide instant answers to client inquiries. The platform supports webhook integrations, enabling automated lead capture and follow‑up via email or CRM systems. Eesel.ai’s strengths are its modular product offerings and the ability to train AI models on custom data, which can be useful for mortgage brokers who need specialized knowledge retrieval. However, the platform lacks a dedicated hosted AI page builder or a user‑friendly visual editor for non‑technical users. Additionally, there is no clear pricing information publicly available; customers are encouraged to contact sales for a tailored quote.

Key Features:

  • AI chatbot for website integration
  • AI copilot for drafting replies
  • AI triage for ticket routing
  • AI internal chat for team communication
  • AI email writer for automated drafts
  • Webhook support for lead capture
  • Custom training on uploaded documents

✓ Pros:

  • +Modular product suite
  • +Custom AI training
  • +Webhook integration
  • +Supports internal team communication

✗ Cons:

  • No visual editor for non‑technical users
  • No dedicated hosted AI page builder
  • Pricing not publicly disclosed

Pricing: Contact for quote

Conclusion

Choosing the right platform to host AI pages can transform how mortgage brokers engage with prospects, answer questions, and drive conversions. AgentiveAIQ leads the pack with its no‑code editor, dual knowledge‑base, and secure client portals—features that are hard to find bundled together elsewhere. If rapid website creation is your top priority, Mixo offers a compelling quick‑start solution, while Eesel.ai provides a robust set of AI tools that can be tailored to mortgage workflows. Ultimately, the best fit depends on your technical comfort level, the depth of AI content you need, and your budget. Explore each platform’s free trials or demos, evaluate how well they integrate with your existing tools, and choose the solution that aligns with your business goals. Take the next step—sign up for a demo today and start building smarter, faster, and more personalized client experiences.

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