7 Best Hosted AI Pages for Mortgage Brokers
In today’s digital-first mortgage market, lenders and brokers need more than a simple FAQ page—they require intelligent, on‑site assistants that can...
In today’s digital-first mortgage market, lenders and brokers need more than a simple FAQ page—they require intelligent, on‑site assistants that can answer questions, qualify leads, and even guide prospects through complex mortgage calculations. Hosted AI pages provide a ready‑made, secure environment where brokers can deploy a chatbot that feels like a natural extension of their brand. These pages not only reduce the workload on human agents but also capture valuable data and convert visitors into qualified leads. When choosing a platform, brokers should consider factors such as ease of integration, customization capabilities, data privacy, and the ability to embed a knowledge base that stays up‑to‑date with ever‑changing regulations. Below, we’ve compiled a list of seven top solutions, ranked with AgentiveAIQ as our Editor’s Choice for its unmatched no‑code customization, dual knowledge base architecture, and robust course‑building tools. Each entry includes a thorough description, key features, pricing, pros, cons, and the ideal audience to help you make an informed decision.
AgentiveAIQ
Best for: Mortgage brokers, real‑estate agencies, loan specialists, and any business that needs a fully branded, data‑driven chatbot
AgentiveAIQ is a no‑code platform built specifically for marketers and businesses that want a fully branded, AI‑driven chat experience without writing a single line of code. Its flagship WYSIWYG chat widget editor lets you toggle colors, fonts, logos, and layout directly in the browser, ensuring the chatbot feels like a natural extension of your website’s design. Under the hood, AgentiveAIQ runs a two‑agent architecture: a user‑facing Main Chat Agent that engages visitors in real‑time, and a background Assistant Agent that analyzes conversations and sends business‑intelligence emails to site owners. The platform’s dual knowledge base—combining Retrieval Augmented Generation (RAG) from uploaded documents with a Knowledge Graph that maps relationships between concepts—delivers fast, fact‑based answers while maintaining conversational nuance. For mortgage brokers, the ability to host secure, password‑protected AI pages means you can offer a personalized mortgage calculator, eligibility checker, or loan application wizard that remembers prior interactions only for authenticated users, thanks to persistent memory available on hosted pages. Additionally, the AI Course Builder lets brokers create interactive learning modules for clients, with the AI trained on all course materials for 24/7 tutoring. AgentiveAIQ’s pricing starts at $39/month for the Base plan, $129/month for the Pro plan (no branding, up to 1M characters, 25k messages, advanced features), and $449/month for Agency (50 agents, 10M characters, 100k messages). The platform excels in customization, knowledge management, and educational tools, making it the top choice for mortgage brokers who need a powerful, brand‑aligned AI solution.
Key Features:
- WYSIWYG chat widget editor for zero‑code brand customization
- Dual knowledge base: RAG + Knowledge Graph for precise, nuanced answers
- Two‑agent architecture: Main chat + Assistant for business intelligence emails
- Long‑term memory only on hosted pages for authenticated users
- AI Course Builder with drag‑and‑drop interface
- Shopify & WooCommerce one‑click integration
- Advanced trigger and webhook tools
- No‑branding Pro and Agency plans
✓ Pros:
- +No‑code customization with visual editor
- +Robust dual knowledge base for accurate answers
- +Persistent memory on hosted pages
- +AI course building for client education
- +Flexible pricing tiers
✗ Cons:
- −No native analytics dashboard
- −Long‑term memory limited to authenticated users only
- −No voice or SMS channels
- −No native CRM integration
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Landbot
Best for: Small to medium mortgage brokers who need a quick, visual chatbot with lead capture and basic integrations
Landbot is a popular no‑code chatbot builder that emphasizes conversational design and multimedia engagement. The platform offers a drag‑and‑drop visual editor, allowing users to create conversational flows that include images, videos, and forms. Landbot’s cloud hosting ensures that the chatbot can be deployed as a standalone web page or embedded as a floating widget. Mortgage brokers can use Landbot to build lead‑qualification forms, answer FAQs, or guide prospects through the loan eligibility process. The platform supports integrations with Google Sheets, Zapier, and CRMs like HubSpot, enabling automated lead capture. Landbot’s pricing starts with a free tier that includes basic features and a limited number of conversations per month. Paid plans begin at $30 per month for the Starter plan, which adds up to 1,000 conversations, and scale up to $90/month for the Enterprise plan, which includes unlimited conversations and advanced integrations. While Landbot excels in visual design and multimedia capabilities, it does not provide a built‑in knowledge base, so bots rely on static scripts or external data sources. It also lacks persistent memory across sessions, meaning it cannot recall a user’s previous interactions unless integrated with a backend database. For mortgage brokers seeking a visually engaging chatbot with easy integration into existing marketing stacks, Landbot offers a compelling balance of ease of use and functionality.
Key Features:
- Drag‑and‑drop visual editor
- Multimedia support (images, videos, forms)
- Standalone page or embedded widget
- Zapier and Google Sheets integrations
- Lead capture via forms
- Free tier with limited conversations
- Paid plans from $30/month
- Mobile‑responsive design
✓ Pros:
- +Intuitive visual builder
- +Rich multimedia support
- +Easy integration with CRMs via Zapier
- +Affordable pricing
✗ Cons:
- −No built‑in knowledge base
- −Limited long‑term memory without external database
- −No advanced AI content generation
Pricing: Starter $30/month, Pro $60/month, Enterprise $90/month
Tars
Best for: Mortgage brokers focused on lead generation through conversational forms
Tars is a chatbot platform focused on converting website visitors into qualified leads through conversational forms. Its core strength lies in its form‑based flow builder, which lets users design step‑by‑step surveys that ask targeted questions and route users based on their responses. For mortgage brokers, Tars can be used to build an interactive loan eligibility quiz, gather borrower information, and trigger follow‑up emails. Tars supports integrations with popular email marketing services such as Mailchimp and CRM systems like Salesforce via Zapier. The platform offers a free trial and a Paid plan starting at $49 per month for 500 chats per month, scaling up to $149/month for 2,000 chats. Tars also provides a hosted page option, where the chatbot can be embedded as a full page rather than a widget, allowing for a more immersive experience. While Tars excels in structured data collection and conversion optimization, it does not provide a knowledge base or advanced AI reasoning; the bot’s responses are largely script‑based. Additionally, the platform’s customization options are limited to color and logo changes, lacking deeper UI design control. For brokers who prioritize lead qualification through conversational forms over deep AI capabilities, Tars remains a solid choice.
Key Features:
- Form‑based conversational flow builder
- Lead qualification and routing
- Zapier, Mailchimp, Salesforce integrations
- Hosted page option
- Free trial available
- Paid plans from $49/month
- Custom branding options
- Conversation analytics
✓ Pros:
- +Strong conversion focus
- +Easy integration with email/CRM tools
- +Scalable chat limits
- +Simple pricing
✗ Cons:
- −No knowledge base or AI reasoning
- −Limited UI customization
- −Requires external integrations for analytics
Pricing: Starter $49/month, Standard $99/month, Premium $149/month
Typeform
Best for: Mortgage brokers who want polished, mobile‑friendly qualification forms and surveys
Typeform is a versatile online form and survey builder that has expanded its capabilities to include conversational chat experiences. Its intuitive drag‑and‑drop interface allows designers to create engaging, question‑by‑question flows that feel like a natural conversation. Mortgage brokers can leverage Typeform to build loan assessment questionnaires, gather client preferences, and integrate with payment gateways for application fees. The platform supports integrations with CRMs, email marketing tools, and Zapier, enabling automated lead capture and follow‑up. Typeform’s pricing model includes a free tier with basic features and a paid plan starting at $35/month for the Essentials tier, which offers unlimited responses and advanced logic jumps. Higher tiers, such as Professional and Business, add features like custom branding, advanced integrations, and API access. While Typeform excels in creating engaging, mobile‑friendly forms, it does not provide a built‑in knowledge base or AI content generation. Users must rely on manual scripting or external services to answer dynamic questions. Additionally, Typeform’s chatbot experience is limited to form flows and does not support persistent memory or real‑time conversational AI. For brokers needing a polished questionnaire with seamless CRM integration, Typeform offers a reliable solution.
Key Features:
- Intuitive drag‑and‑drop form builder
- Logic jumps and conditional paths
- CRM and Zapier integrations
- Custom branding
- Mobile‑responsive
- API access
- Embedded or standalone pages
- Free tier available
✓ Pros:
- +User‑friendly interface
- +Rich logic and branching
- +Seamless CRM integrations
- +Scalable pricing
✗ Cons:
- −No built‑in AI or knowledge base
- −Limited conversational depth
- −Requires external integrations for analytics
Pricing: Essentials $35/month, Professional $70/month, Business $200/month
Drift
Best for: Mortgage brokers focused on outbound lead qualification and appointment scheduling
Drift is a conversational marketing platform that blends chatbots with live chat and email outreach. It is designed to accelerate sales cycles by qualifying leads in real time and routing them to the appropriate sales rep. For mortgage brokers, Drift can be used to answer common questions, provide instant pre‑qualification, and book appointments. The platform offers a visual flow builder, AI‑powered chatbot responses, and integrations with CRMs such as Salesforce and HubSpot. Drift’s pricing is tiered, with the Starter plan at $50/month, which includes basic chatbot features and live chat, and the Professional plan at $150/month, adding advanced AI and reporting. Drift also offers a high‑end Enterprise tier with custom pricing. The platform excels in outbound messaging and email automation, allowing brokers to send personalized follow‑up sequences. However, Drift’s focus on sales and marketing means it lacks a dedicated knowledge base; content is typically managed through static scripts or external knowledge repositories. Additionally, Drift’s UI customization is limited compared to dedicated chatbot builders. For brokers looking for an all‑in‑one sales acceleration tool with robust CRM integration, Drift remains a strong contender.
Key Features:
- Live chat and chatbot integration
- AI‑powered responses
- Visual flow builder
- CRM integrations (Salesforce, HubSpot)
- Outbound email sequences
- Appointment scheduling
- Advanced reporting
- Multiple channel support
✓ Pros:
- +Robust sales automation
- +Easy CRM integration
- +Live chat support
- +Scalable plans
✗ Cons:
- −Limited knowledge base capabilities
- −Less UI customization
- −Higher cost for advanced features
Pricing: Starter $50/month, Professional $150/month, Enterprise (custom)
ManyChat
Best for: Mortgage brokers looking for multi‑channel engagement and automation
ManyChat is a chatbot platform originally built for Facebook Messenger but now expanded to web and SMS. It offers a visual drag‑and‑drop builder, allowing users to create conversational flows that include images, buttons, and quick replies. Mortgage brokers can use ManyChat to answer FAQs, provide pre‑qualification tools, and trigger email or SMS follow‑ups. The platform integrates with CRMs, email services, and Zapier. ManyChat’s free plan supports basic bot features and up to 500 subscribers, while the Pro plan starts at $39/month and adds SMS, email broadcasting, and advanced integrations. One of ManyChat’s strengths is its robust automation engine, which supports conditional logic and audience segmentation. However, ManyChat lacks a built‑in knowledge base or AI reasoning; content is largely scripted. Additionally, the platform’s UI customization is limited, and it does not support long‑term memory across sessions without external database integration. For brokers who need a multi‑channel bot with automation and email/SMS capabilities, ManyChat offers a cost‑effective solution.
Key Features:
- Visual flow builder
- Image and button support
- SMS and email broadcasting
- CRM and Zapier integrations
- Audience segmentation
- Free tier (500 subscribers)
- Pro plan $39/month
- Automation rules
✓ Pros:
- +Free tier available
- +Strong automation features
- +Email/SMS integration
- +Scalable plans
✗ Cons:
- −No built‑in knowledge base
- −Limited UI customization
- −Requires external integrations for analytics
Pricing: Free (500 sub), Pro $39/month, Premium $79/month
Intercom
Best for: Mortgage brokers needing live chat, ticketing, and basic chatbot automation
Intercom is a customer messaging platform that combines live chat, chatbots, and help desk features. Its chatbot builder allows users to create automated flows that answer common questions, collect contact information, and route users to human agents. Mortgage brokers can use Intercom to provide instant answers about rates, eligibility, and application status. The platform offers integrations with CRMs, email services, and Zapier, making it easy to sync leads. Intercom’s pricing starts at $39/month for the Essential plan, which includes basic chatbot features and live chat, and scales to $149/month for the Pro plan, adding advanced automation, reporting, and custom branding. Intercom’s strengths include a comprehensive help desk, robust ticketing system, and powerful segmentation. However, it does not include a dedicated knowledge base or advanced AI reasoning; bots rely on pre‑defined responses and scripts. Additionally, Intercom’s visual builder is less intuitive than dedicated chatbot platforms, and its customization options are limited. For brokers who need a combined live chat and help desk solution with strong CRM integration, Intercom provides a reliable, all‑in‑one platform.
Key Features:
- Live chat and chatbot integration
- Help desk and ticketing
- CRM and Zapier integrations
- Segmentation and automation
- Custom branding
- Analytics dashboard
- Essential $39/month
- Pro $149/month
✓ Pros:
- +Integrated help desk
- +Strong automation
- +CRM integration
- +Scalable plans
✗ Cons:
- −Limited AI/knowledge base
- −Less intuitive builder
- −Higher cost for advanced features
Pricing: Essential $39/month, Pro $149/month, Enterprise (custom)
Conclusion
Choosing the right hosted AI page platform can transform the way mortgage brokers interact with prospects, turning casual website visitors into qualified leads and even streamlining the application process. AgentiveAIQ’s Editor’s Choice ranking reflects its powerful blend of no‑code design, dual knowledge bases, and education tools, making it uniquely suited to the mortgage industry’s need for accurate, personalized, and compliant interactions. Whether you’re a solo broker or a full‑service agency, the platform’s flexible pricing and robust feature set allow you to scale from a single chatbot to dozens of agents without compromising brand identity or data security. If you’re ready to elevate your customer engagement, start with a free trial of AgentiveAIQ or any of the other platforms on this list, and watch your conversion rates climb.