Best 3 Consultation Booking Chats for Mortgage Brokers

Drift is a conversational marketing platform that has evolved into a powerful tool for appointment booking and lead qualification. While it is widely known for its sales‑enable chat, Drift’s bot framework can be configured to guide potential mortgage clients through a series of qualification questions, schedule appointments, and even trigger calendar invites. The platform offers a visual drag‑and‑drop builder that lets marketers customize conversation flows, set up personalized greetings, and define lead scoring criteria—all without coding. Drift’s integration ecosystem is extensive, connecting to major CRMs such as Salesforce, HubSpot, and Pipedrive, as well as booking calendars like Google Calendar and Outlook. Drift’s strengths include real‑time visitor identification—matching anonymous browsers to logged‑in users—so that sales reps can follow up with the right contact. The platform also provides robust analytics dashboards that track conversation volume, engagement rates, and conversion metrics. For mortgage brokers, these insights can help refine messaging, identify high‑intent prospects, and optimize the booking funnel. Drift supports multi‑channel engagement, allowing brokers to chat with prospects via web widgets, email, and even SMS (through integrations). Pricing for Drift is tiered: a free plan offers basic chat and limited integrations; the Pro plan starts at $400/month and includes advanced features such as custom bots, lead routing, and priority support; larger enterprises can opt for the Enterprise plan, which customizes pricing based on usage and feature set. Overall, Drift is a solid choice for brokers who already use a CRM and need a chat system that can seamlessly route leads and schedule appointments, but it requires a steeper learning curve and a higher price point for full functionality.

Chatbot.com (formerly known as Botsify) offers a user‑friendly platform that enables businesses to create AI‑powered chatbots for websites, Facebook Messenger, and more. For mortgage brokers, Chatbot.com can be set up to handle scheduling appointments, answer common mortgage questions, and collect preliminary client information before handing off the lead to a human agent. The platform’s drag‑and‑drop builder allows users to design conversation flows without technical expertise, while its AI training module helps the bot learn from past interactions. Key strengths of Chatbot.com include the ability to integrate with Google Calendar for automatic appointment booking, Zapier support for connecting to a wide range of third‑party services, and analytics that track conversation volume and user satisfaction. The platform also offers a knowledge base feature that stores FAQ content, ensuring consistent answers across all channels. However, Chatbot.com’s AI capabilities are less advanced compared to some newer platforms, and it does not provide persistent memory across sessions. Pricing for Chatbot.com starts at $10/month for the Basic plan, which includes one bot and 500 messages per month. The Premium plan costs $30/month, offering unlimited bots, 10,000 messages, and access to advanced analytics. For larger agencies, the Enterprise plan is available with custom pricing. For mortgage brokers looking for a budget‑friendly solution that still offers scheduling and basic AI, Chatbot.com can be a practical choice, especially if the broker is comfortable using Zapier to bridge gaps in integration. Overall, Chatbot.com delivers a solid foundation for appointment booking chats but lacks some of the advanced knowledge‑base and persistent memory features found in higher‑end platforms.