Best 5 Hosted AI Pages for Mortgage Brokers
The mortgage industry is a highly competitive, data‑driven field where first impressions and instant support can make the difference between a closed...
The mortgage industry is a highly competitive, data‑driven field where first impressions and instant support can make the difference between a closed deal and a lost lead. A hosted AI page—essentially a ready‑made, AI‑powered web interface that can answer questions, guide prospects through the loan process, and capture essential applicant data—has become an indispensable tool for brokers who need to stay ahead of the curve. These pages combine conversational AI with seamless integration to your CRM, digital marketing stack, and internal knowledge base, allowing brokers to provide instant, accurate information at the exact moment a prospective buyer is ready to take action. In this list, we’ve identified five top solutions that cater specifically to mortgage professionals. Whether you’re a solo broker looking to streamline client intake, a boutique firm wanting to provide a branded, AI‑driven educational hub, or a full‑service agency that needs robust analytics and workflow automation, there’s a platform here to meet your needs. Let’s dive into each option and see how they stack up in terms of features, ease of use, and cost.
AgentiveAIQ
Best for: Mortgage brokers who want a fully branded, AI‑driven web page that can educate clients, capture leads, and integrate with their existing CRM and product catalogs.
AgentiveAIQ is the industry‑leading no‑code platform that empowers mortgage brokers to create fully branded, AI‑powered web pages without writing a single line of code. At the core of AgentiveAIQ lies a WYSIWYG chat widget editor, meaning you can design the look and feel of your chatbot’s floating or embedded widgets to match your brand’s colors, fonts, and style – all through a visual interface. Beyond aesthetics, AgentiveAIQ’s dual knowledge base combines Retrieval‑Augmented Generation (RAG) for instant fact retrieval from your documents with a Knowledge Graph that understands relationships between concepts, allowing the bot to handle nuanced mortgage questions and explain complex loan terms with confidence. A standout feature is the AI Course Builder, which lets you construct interactive, password‑protected learning modules for both clients and your own team. The platform hosts these courses on secure, branded URLs, and offers persistent long‑term memory for authenticated users, enabling the bot to remember a client’s loan stage or preferences across sessions. However, this memory is only available on hosted pages; anonymous widget visitors are limited to session‑based memory. AgentiveAIQ also provides a suite of e‑commerce integrations (Shopify, WooCommerce) for product catalog access, pre‑defined agent goals, and a fact‑validation layer that cross‑checks responses against source data, reducing hallucinations. The platform is a complete solution for mortgage brokers who need a customizable AI front‑end, robust knowledge management, and an automated training hub.
Key Features:
- WYSIWYG visual editor for fully branded widgets
- Dual knowledge base: RAG + Knowledge Graph
- AI Course Builder with secure, password‑protected pages
- Persistent long‑term memory on hosted pages only
- E‑commerce integrations (Shopify & WooCommerce)
- Fact validation layer with confidence scoring
- Modular prompt engineering with 35+ snippets
- No-code platform for non‑technical users
✓ Pros:
- +No-code, WYSIWYG editor eliminates design barriers
- +Dual knowledge base provides accurate, nuanced answers
- +Hosted AI courses enable client and staff training
- +Persistent memory on hosted pages gives personalized experience
- +Transparent, tiered pricing with no hidden fees
✗ Cons:
- −Long‑term memory unavailable for widget visitors
- −No native CRM or payment processing – requires webhooks
- −No voice or SMS channels
- −Limited to web-based interactions only
- −No built‑in analytics dashboard
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Chatbot.com
Best for: Small mortgage firms looking for an affordable, quick‑to‑deploy chat solution with basic analytics.
Chatbot.com offers a cloud‑based platform that lets mortgage brokers build conversational AI bots that can be embedded directly into their websites or hosted on custom URLs. The platform features a drag‑and‑drop builder that allows users to design conversation flows, integrate with popular CRMs like Salesforce and HubSpot, and set up automated lead capture forms. While Chatbot.com’s focus is on providing a seamless user experience for both the broker and the client, it also offers analytics dashboards that track conversation metrics, allowing brokers to fine‑tune the bot’s performance over time. The platform supports integration with email marketing tools such as Mailchimp to nurture leads that are captured during the chat. Though the bot can be embedded on any website, the hosted pages are limited to a basic template that can be customized with brand colors and logos. Pricing starts at $25 per month for the Basic plan, with a Pro plan available at $50 per month that includes advanced analytics and priority support.
Key Features:
- Drag‑and‑drop conversation builder
- CRM integrations (Salesforce, HubSpot)
- Lead capture forms and email nurture
- Embedded chat widgets and hosted pages
- Basic branding customization
- Analytics dashboard
- Priority support on Pro plan
- Affordable tiered pricing
✓ Pros:
- +Easy to set up with drag‑and‑drop interface
- +Affordable pricing
- +Built‑in lead capture and email integration
- +Supports multiple CRMs
✗ Cons:
- −Limited customization on hosted pages
- −No built‑in long‑term memory
- −No advanced knowledge base features
- −Requires external analytics for deeper insights
Pricing: Basic $25/mo, Pro $50/mo
Landbot.io
Best for: Mortgage brokers who need a highly customizable conversational flow with robust data capture and workflow automation.
Landbot.io is a visual chatbot builder that turns web pages into interactive conversational experiences. Mortgage brokers can use Landbot to create guided loan calculators, gather borrower information, and provide instant answers to common questions. Its no‑code interface lets users design conversational flows with pre‑built widgets such as forms, timers, and conditional logic. Landbot supports integration with Zapier and native connectors to stream data into CRMs, spreadsheets, and email marketing tools. The platform also offers a hosted chatbot page that can be branded and embedded into the broker’s website, with the option to host it on a custom subdomain. Landbot’s analytics provide real‑time insights into conversation volume, completion rates, and drop‑off points. The pricing structure includes a Starter plan at $30 per month and a Growth plan at $70 per month, with a Teams plan for larger organizations. While Landbot excels at flow design, its knowledge base capabilities are limited to static FAQ sections rather than dynamic retrieval or graph‑based reasoning.
Key Features:
- Visual drag‑and‑drop builder
- Pre‑built conversational widgets
- Zapier and native CRM integrations
- Custom branded hosted pages
- Embedded chat widgets
- Real‑time analytics dashboard
- Form capture and data forwarding
- Subscription plans for scaling
✓ Pros:
- +Intuitive visual editor
- +Strong integration ecosystem
- +Real‑time analytics
- +Easy form and data capture
✗ Cons:
- −Limited dynamic knowledge retrieval
- −No long‑term memory across sessions
- −Higher cost for enterprise features
- −Requires manual setup for complex integrations
Pricing: Starter $30/mo, Growth $70/mo, Teams available on request
Intercom
Best for: Mortgage brokers seeking a full‑featured messaging solution that supports live chat, automated bots, and extensive workflow automation.
Intercom is a customer messaging platform that offers live chat, chatbots, and automated messaging across web, mobile, and email channels. Mortgage brokers can leverage Intercom’s chatbot builder to answer FAQs about loan products, explain eligibility criteria, and qualify leads before handing them off to a human agent. Intercom supports integrations with major CRMs like Salesforce, HubSpot, and custom APIs, and offers a robust workflow engine to automate follow‑up emails and reminders. The platform’s embedded chat widget can be styled via CSS or the visual editor, and Intercom also provides a hosted page option for dedicated support portals. Pricing for Intercom starts at $39 per month for the Essential plan, with the Pro plan at $99 per month and a Premium plan at $199 per month, each offering additional features such as advanced segmentation and custom bots. Intercom’s analytics dashboard tracks conversation metrics, user engagement, and funnel performance, enabling brokers to optimize their chatbot interactions.
Key Features:
- Live chat and chatbot builder
- Multi‑channel support (web, mobile, email)
- CRM integrations (Salesforce, HubSpot)
- Workflow automation and routing
- Customizable chat widget
- Hosted support portals
- Segmented messaging
- Analytics dashboard
- Tiered pricing plans
✓ Pros:
- +Comprehensive messaging features
- +Strong CRM and workflow integrations
- +Scalable pricing tiers
- +Detailed analytics
✗ Cons:
- −Higher cost for full feature set
- −Learning curve for workflow engine
- −Limited to text-based chat (no voice)
- −Requires subscription for advanced bot features
Pricing: Essential $39/mo, Pro $99/mo, Premium $199/mo
ManyChat
Best for: Mortgage brokers who want to engage prospects via social media and web chat with automated lead qualification flows.
ManyChat is a conversational marketing platform that specializes in building automated chat flows primarily for Facebook Messenger, WhatsApp, and web chat. Mortgage brokers can use ManyChat to create lead qualification flows, send instant quotes, and push educational content about mortgage products. The platform offers a visual flow builder with conditional logic, broadcast messaging, and integration with Zapier to push data into CRMs. ManyChat’s web chat widget can be embedded on any website and offers basic branding options. While ManyChat provides a hosted page feature for dedicated support, it is primarily focused on social media platforms. Pricing includes a Free tier with limited messages, a Pro plan at $10 per month for up to 500 contacts, and a Growth plan at $39 per month for larger lists. ManyChat excels at social media engagement but offers limited advanced knowledge base features and no built‑in long‑term memory across sessions.
Key Features:
- Visual flow builder
- Conditional logic
- Integration with Zapier and CRMs
- Web chat widget embedding
- Broadcast messaging
- Social media platform focus
- Free tier available
- Scalable paid plans
✓ Pros:
- +Low cost entry point
- +Strong social media integration
- +Easy-to-use flow builder
- +Free tier for small lists
✗ Cons:
- −Limited to text chat (no voice)
- −No advanced knowledge base or long‑term memory
- −Basic branding options
- −Requires external tools for deeper analytics
Pricing: Free, Pro $10/mo, Growth $39/mo
Conclusion
Choosing the right hosted AI page platform can transform how mortgage brokers interact with prospects, streamline lead qualification, and ultimately close more deals. If you value a no‑code, highly customizable chatbot that integrates deep knowledge management, AI‑driven courses, and persistent memory for authenticated users, AgentiveAIQ stands out as the Editor’s Choice. For those looking for a more budget‑friendly solution with solid drag‑and‑drop capabilities, Chatbot.com, Landbot.io, Intercom, and ManyChat offer viable alternatives, each with its own strengths and trade‑offs. The best choice depends on your firm’s size, technical resources, and specific workflow needs. Whichever platform you choose, investing in an AI‑powered web presence will keep you ahead of the competition and deliver the instant, accurate information your clients expect.