7 Must-Have Website Chatbots for Mortgage Brokers

Intercom is a customer messaging platform that combines live chat, bots, and help desk tools into one integrated suite. For mortgage brokers, Intercom offers a chatbot that can greet visitors, qualify leads, and route qualified prospects to human agents or CRM pipelines. The bot can be programmed with simple logic flows or advanced machine learning to personalize conversations. Intercom also provides a rich set of automation features, allowing brokers to trigger follow‑up emails, calendar invites, or document uploads based on user interactions. The platform boasts a robust knowledge base module, enabling the bot to fetch answers from an internal FAQ or help center, which can be useful for providing instant rate calculations or mortgage eligibility information. Pricing for Intercom starts at $39/month for the Starter plan, which includes basic live chat and bots. The Growth plan $99/month adds advanced automation, product tours, and AI-driven suggestions. The most comprehensive Enterprise plan, priced on a custom basis, offers full access to all features, including advanced integrations and priority support. Intercom’s interface is highly intuitive, and it integrates with popular CRMs such as Salesforce, HubSpot, and Zoho, making it a strong fit for brokers who rely on these systems for lead management. Intercom excels at providing a unified communication hub, but it can become complex as you add more automation and integration layers. It also requires a subscription for each user, which can add up for larger brokerages.

Drift positions itself as a conversational marketing platform that turns website visitors into qualified leads through instant messaging. For mortgage brokers, Drift’s chatbot can answer common mortgage questions, schedule appointments with loan officers, and capture contact details for follow‑up. The platform uses AI to personalize conversations and can hand off to human agents when needed. Drift also offers a robust set of integration options, including Salesforce, Marketo, and HubSpot, allowing brokers to automatically feed captured leads into their marketing or sales pipelines. Drift pricing starts at $499/month for the Starter plan, which includes chatbot and live chat functionalities. The Growth plan at $999/month adds advanced AI features and more extensive automation. The Enterprise plan is custom priced and offers full access to all features, including advanced reporting and dedicated support. Drift is particularly strong in its ability to convert visitors into qualified leads and its seamless integration with marketing automation tools. However, its high entry price point may be a barrier for smaller brokerages or solo practitioners.

Zendesk Chat (formerly Zopim) is a popular live‑chat solution that integrates tightly with the Zendesk ecosystem. For mortgage brokers, Zendesk Chat can be used to answer instant questions, guide prospects through the loan application process, and capture contact details for follow‑up. The platform offers a chatbot feature that can be trained with a knowledge base, allowing it to provide instant answers to FAQs such as rate calculations or eligibility criteria. Zendesk Chat also supports webhooks and integration with popular CRMs, enabling brokers to push conversation data into their lead management systems. Pricing for Zendesk Chat starts at $19/month for the Starter plan, which includes basic live chat and chatbot functionality. The Team plan at $49/month adds advanced analytics and chat routing, while the Enterprise plan is custom priced and offers full access to all features. Zendesk Chat is known for its ease of use, especially for teams already using Zendesk support products. Zendesk Chat excels at providing a lightweight chat solution that can be quickly deployed. Its integration with the Zendesk suite makes it a natural fit for brokers who already rely on Zendesk for ticketing or customer support. However, Zendesk Chat requires a Zendesk subscription for full functionality, and its chatbot capabilities are relatively basic compared to more advanced AI platforms.

LiveChat provides a comprehensive live‑chat solution that includes chatbot automation, ticketing, and analytics. Mortgage brokers can use LiveChat to engage visitors, answer common mortgage questions, and capture leads for follow‑up. The platform offers a chatbot that can be configured with a knowledge base and supports webhook triggers, enabling brokers to send conversation data to external CRMs or marketing automation tools. LiveChat pricing starts at $16/month for the Starter plan, which includes live chat and basic chatbot features. The Team plan at $25/month adds advanced ticketing and reporting, while the Enterprise plan is custom priced. LiveChat is known for its intuitive interface and strong customer support. LiveChat is an excellent option for brokers who want a single platform that handles both chat and ticketing. However, its chatbot capabilities are relatively simple, and it does not offer persistent memory across sessions for anonymous users.

Tidio combines live chat, email automation, and AI chatbots into a single platform. Mortgage brokers can use Tidio to engage visitors with instant answers, schedule appointments, and capture lead information. The chatbot can be configured with a set of predefined responses or integrated with a knowledge base, allowing it to answer common mortgage queries. Tidio also offers webhook support, enabling brokers to forward conversation data to external CRMs or marketing platforms. Tidio pricing starts at $18/month for the Starter plan, which includes live chat and basic chatbot features. The Pro plan at $34/month adds advanced automation and integrations, while the Enterprise plan is custom priced. Tidio is known for its ease of use and quick setup, making it a popular choice for small businesses. Tidio is a solid option for brokers who want a simple, all‑in‑one chat solution. Its chatbot features are straightforward, but it lacks advanced AI capabilities found in larger platforms. Like many chat solutions, Tidio does not provide persistent memory for anonymous chat visitors. Overall, Tidio provides a balance between affordability and functionality, making it a viable entry point for brokers new to conversational AI.

ManyChat is a marketing automation platform that focuses on conversational marketing across Facebook Messenger, Instagram, and web chat. Mortgage brokers can use ManyChat to create automated drip campaigns, answer FAQs, and capture leads for follow‑up. The platform offers a visual flow builder, allowing brokers to design conversation paths without coding, and it integrates with CRMs such as HubSpot and Mailchimp. ManyChat pricing starts at $10/month for the Pro plan, which includes unlimited subscribers and automation flows. The Growth plan at $25/month adds advanced integrations, while the Enterprise plan is custom priced. ManyChat is popular among marketers for its ease of use and strong Facebook integration. For mortgage brokers who rely heavily on social media lead generation, ManyChat can be a powerful tool. However, its web chat capabilities are less robust compared to dedicated chat platforms, and it does not provide a knowledge‑base or advanced AI features. Additionally, ManyChat does not offer long‑term memory for anonymous visitors. ManyChat remains a valuable option for brokers looking to expand their conversational marketing presence on social networks while keeping costs low.