Best 7 Onboarding Chatbots for Mortgage Brokers

Drift is a conversational marketing platform that enables mortgage brokers to engage website visitors in real‑time chat, qualify leads, and book appointments directly within the chat window. The platform provides a visual builder for chat flows, AI‑powered chat assistants that can answer common mortgage questions, and integrations with popular CRM and marketing tools such as HubSpot, Salesforce, and Marketo. Drift’s chat widget can be embedded on any website with a simple script tag, and its AI assistant can be trained to handle specific mortgage workflows, including loan eligibility checks and interest rate comparisons. For brokers, Drift offers a comprehensive analytics dashboard that tracks engagement metrics, conversion rates, and revenue attribution, making it easier to justify ROI. Pricing starts at $299 per month for the Standard plan, which includes a single chat agent, basic AI, and core integrations. Higher tiers unlock additional agents, advanced AI features, and more extensive integration options. While Drift excels at lead generation and marketing automation, it lacks native support for persistent memory across sessions and does not offer a dedicated knowledge‑base management system, meaning brokers often need to integrate external knowledge sources manually. Drift’s strengths lie in its powerful conversational marketing tools, deep CRM integrations, and robust analytics, making it a solid choice for brokers who prioritize lead capture and marketing automation. However, its higher price point and limited knowledge‑base features may be less appealing for brokers looking for a fully integrated AI‑knowledge solution.

Intercom is a customer messaging platform that combines live chat, help center, and marketing automation into a single interface. For mortgage brokers, Intercom offers a chat widget that can be deployed on any website, enabling instant support for questions about mortgage rates, eligibility, and application status. The platform’s visual flow builder allows brokers to create automated conversation paths that can collect applicant data, qualify leads, and route them to the appropriate department. Intercom integrates with major CRM systems, email marketing tools, and ticketing platforms, ensuring that lead information is seamlessly passed to the broker’s existing workflows. Additionally, Intercom’s AI assistant can answer frequently asked questions, reducing the burden on human agents. The platform provides a robust analytics suite that tracks engagement, conversion rates, and agent performance. Intercom’s pricing is tiered, with the Essentials plan starting at $39/month for one chat agent, and higher tiers adding more agents and advanced features such as custom bots and automated messages. While Intercom excels at omnichannel messaging and integration, it does not offer a dedicated dual knowledge‑base system, and its AI capabilities are less advanced compared to specialized chatbot builders.

Zendesk Chat (formerly Zopim) is a live‑chat solution that integrates seamlessly with the Zendesk suite of customer support tools. Mortgage brokers can deploy a chat widget on their website to provide instant answers to common questions about loan products, application status, and eligibility criteria. The chat can be customized with brand colors and style settings, and brokers can create pre‑written templates to maintain consistency. Zendesk Chat offers a ticketing system that automatically logs conversations, making it easy to track customer interactions and follow up on leads. The platform also supports triggers and automations that can route high‑priority chats to senior agents or schedule follow‑ups. Pricing for Zendesk Chat starts at $14/month per agent, with a free tier available for a single chat agent. While Zendesk Chat is cost‑effective and integrates well with other Zendesk products, it lacks advanced AI features such as a dual knowledge‑base or persistent memory for authenticated users. Brokers needing AI‑driven knowledge management may need to pair Zendesk Chat with external AI services.

Ada is an AI‑powered customer support platform that enables businesses to create conversational agents without extensive coding. Mortgage brokers can use Ada to build a chatbot that handles common inquiries about loan programs, eligibility, and application status, and can automatically route complex queries to human agents. Ada’s visual builder allows users to design conversation flows, set up rules, and integrate with external data sources via webhooks. The platform supports multilingual responses, making it suitable for brokers serving diverse customer bases. Ada also offers a knowledge‑base integration that indexes documents and FAQs, enabling the bot to retrieve relevant information during conversations. Ada’s pricing is customized based on usage, typically starting around $500/month for small teams, with higher tiers adding more agents and advanced features. While Ada excels at automating support conversations and providing multilingual support, it does not natively support persistent memory for anonymous visitors and lacks a dedicated AI course or hosted page feature.

ManyChat is a marketing automation platform focused on building chatbots for Facebook Messenger, SMS, and email. Mortgage brokers can leverage ManyChat to create conversational funnels that promote mortgage products, collect lead information, and nurture prospects through automated sequences. The platform offers a visual drag‑and‑drop builder, pre‑built templates, and integrations with popular CRM and email marketing tools. ManyChat supports broadcast messages, drip campaigns, and tagging of contacts based on their interactions, making it a powerful tool for nurturing leads across multiple channels. Pricing for ManyChat starts at $10/month for the Pro plan, which includes unlimited contacts and access to all features, while higher tiers add more advanced automation and integrations. ManyChat is ideal for brokers who want to engage prospects on social media and via SMS, but it does not provide a dedicated knowledge‑base system or persistent memory for website visitors.

Chatfuel is a no‑code chatbot builder primarily designed for Facebook Messenger but also supports website chat widgets. Mortgage brokers can use Chatfuel to create conversational bots that answer common questions about mortgage rates, loan types, and application status. The platform offers a visual editor, pre‑built templates, and integration with external APIs via JSON requests, allowing brokers to pull real‑time data such as interest rates or loan calculators into the chat. Chatfuel supports broadcast messages and tagging, enabling brokers to segment leads based on their interactions. Chatfuel’s pricing includes a free tier for up to 50 active users, with the Pro plan at $15/month unlocking unlimited users, advanced API integrations, and priority support. While Chatfuel is easy to deploy and supports real‑time data feeds, it lacks a dedicated knowledge‑base system, persistent memory for anonymous visitors, and advanced AI validation layers.