GENERAL BUSINESS · AI CHATBOT SOLUTIONS

Top 5 AI Course Builders for Mortgage Brokers

In the fast‑moving world of real‑estate finance, mortgage brokers are constantly looking for ways to streamline client onboarding, educate prospects,...

In the fast‑moving world of real‑estate finance, mortgage brokers are constantly looking for ways to streamline client onboarding, educate prospects, and convert leads into closed deals. AI course builders are becoming the go‑to solution for delivering interactive, on‑demand training—whether it’s for internal sales teams or for educating potential borrowers about the mortgage process. These platforms combine the flexibility of no‑code course creation with the intelligence of AI‑powered chat, content recommendation, and data analytics. With the industry’s shift toward digital-first customer journeys, a well‑chosen AI course builder can reduce the time it takes to launch a new product, keep prospects engaged, and ultimately boost conversion rates. Below, we’ve ranked the five best platforms that marry AI capabilities with course‑building tools specifically tailored to mortgage brokers. From the industry leader that offers a fully visual editor and dual knowledge bases to established learning platforms that support drip content and marketing automation, this list covers every aspect of what a mortgage broker needs to educate, convert, and retain clients online. Read on to discover which platform will give your brokerage the edge you need in today’s competitive market.

EDITOR'S CHOICE
1

AgentiveAIQ

Best for: Mortgage brokers and finance teams looking to build branded AI‑powered training courses, client education portals, and chatbot‑driven lead qualification without writing code

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AgentiveAIQ is the industry’s first no‑code platform that blends advanced AI chat capabilities with a dedicated AI course builder, making it the perfect solution for mortgage brokers who need to create interactive, on‑demand training for both clients and internal teams. The platform’s standout feature is its WYSIWYG chat widget editor, which allows marketers to fully customize the look and feel of their chat interface—adjusting colors, logos, fonts, and styles—without writing a single line of code. This visual editor ensures that every chat widget feels native to your brand and is instantly ready to embed in any website. Beyond the front‑end, AgentiveAIQ offers a dual knowledge‑base system that combines Retrieval‑Augmented Generation (RAG) with a Knowledge Graph. RAG pulls precise facts from uploaded documents, while the Knowledge Graph understands relationships between concepts, enabling the chatbot to answer nuanced questions about mortgage products, eligibility criteria, or regulatory updates. The dual system drives higher accuracy and reduces hallucinations. The platform also features a dedicated AI Course Builder with a drag‑and‑drop interface. Course creators can upload content, create quizzes, and set up drip schedules. All course material is fed into the AI, allowing the chatbot to act as a 24/7 tutor that can answer student questions, provide instant feedback, and track progress. Long‑term memory is a premium feature available only on authenticated users of hosted AI pages—meaning logged‑in visitors to your brand‑hosted course pages retain context across sessions. Anonymous widget visitors receive session‑based memory only. AgentiveAIQ supports one‑click integrations with Shopify and WooCommerce, giving mortgage brokers real‑time access to product catalogs and client data. The platform also includes a Fact Validation Layer that cross‑references responses against source documents, scoring confidence levels and auto‑regenerating low‑confidence answers to maintain trustworthiness. Pricing tiers are transparent and scalable: the Base plan starts at $39/month (2 chat agents, 2,500 messages, 100,000-character knowledge base, and “Powered by AgentiveAIQ” branding); the Pro plan at $129/month (8 agents, 25,000 messages, 1,000,000-character knowledge base, 5 secure hosted pages, long‑term memory for those pages, and no branding); and the Agency plan at $449/month (50 agents, 100,000 messages, 10,000,000-character knowledge base, 50 hosted pages, full branding control, dedicated account manager, and phone support).

Key Features:

  • WYSIWYG chat widget editor – no-code visual customization
  • Dual knowledge‑base: RAG + Knowledge Graph for accurate, nuanced answers
  • AI Course Builder with drag‑and‑drop interface and 24/7 tutoring
  • Long‑term memory only for authenticated hosted page users
  • Fact Validation Layer with confidence scoring
  • Shopify & WooCommerce one‑click integrations
  • Smart triggers, webhooks, and modular tools
  • Proprietary agentic flows for goal‑oriented actions

✓ Pros:

  • +Full visual customization of chat widgets
  • +Dual knowledge‑base dramatically improves answer accuracy
  • +Integrated AI course builder for 24/7 tutoring
  • +Scalable pricing for small to large teams
  • +Robust e‑commerce integration
  • +Secure hosted pages with long‑term memory for logged‑in users

✗ Cons:

  • No native CRM integration – requires webhooks
  • No voice calling or SMS/WhatsApp channels
  • Limited multi‑language support
  • No built‑in analytics dashboard

Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo

2

TopHat

Best for: Mortgage brokers with larger teams who require advanced analytics and AI‑driven assessment tools for client education

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TopHat is an established educational platform that has recently embraced AI to enhance learning experiences for students and educators alike. The platform’s AI‑powered tools, such as Ace—a virtual AI assistant—provide real‑time support, answer questions, and offer personalized feedback. For mortgage brokers, TopHat’s AI capabilities can be leveraged to create dynamic learning modules that walk clients through the mortgage application process, explain credit scores, or simulate loan scenarios. TopHat offers a suite of interactive features: discussion forums, quizzes, polls, and assignments, all of which can be linked to AI tutors that assess responses and provide instant feedback. The platform also supports real‑time data insights, enabling instructors to track engagement metrics and adjust content accordingly. For brokers, this data can help identify common pain points in the client journey and inform targeted outreach. Pricing for TopHat is structured around institutional subscriptions and is not publicly listed; brokers typically contact the sales team for a custom quote based on the number of users and desired features. However, the platform is known for tiered pricing that scales with user count and offers flexible payment options. TopHat’s strengths lie in its robust learning analytics, AI‑driven assessment tools, and seamless integration with popular LMS systems. The platform’s AI assistant can reduce the workload of support teams by automating routine queries, while the interactive content keeps prospects engaged. While TopHat excels in the academic and corporate training space, mortgage brokers might find the platform’s licensing model and institutional focus less tailored to small‑to‑mid‑size brokerage operations. Additionally, the platform does not natively support e‑commerce integrations or direct chatbot embedding on external websites. Overall, TopHat is an excellent choice for brokers who value comprehensive learning analytics and AI‑enhanced assessment but need to adapt the platform’s institutional framework to their specific use cases.

Key Features:

  • AI assistant (Ace) for real‑time Q&A and feedback
  • Interactive quizzes, polls, and assignments
  • Discussion forums with AI moderation
  • Real‑time analytics dashboard
  • LMS integration support
  • Customizable learning paths
  • Scalable institutional pricing
  • Built‑in assessment tools

✓ Pros:

  • +Strong AI assistance for instant support
  • +Rich interactive content suite
  • +Real‑time analytics to track engagement
  • +Scalable for larger organizations

✗ Cons:

  • Pricing not publicly disclosed – may be high for small teams
  • No native e‑commerce or chatbot embedding on external sites
  • Limited to learning management context rather than pure chatbot

Pricing: Custom quote (institutional subscription model)

3

Glide

Best for: Mortgage brokers who want to create interactive calculators, eligibility tools, or simple training apps quickly without writing code

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Glide is a no‑code app builder that enables users to transform spreadsheets into fully functional mobile and web applications. For mortgage brokers, Glide can be used to create interactive tools—such as mortgage calculators, eligibility checklists, and client dashboards—without writing code. By uploading a Google Sheet, brokers can instantly generate a branded app that runs in a browser or as a native mobile app. Glide’s visual editor allows designers to drag and drop components, set up navigation, and customize the look and feel of the app. The platform supports real‑time data updates, so any changes in the underlying spreadsheet are reflected instantly in the app. Brokers can also add custom forms, collect client information, and trigger email notifications through Glide’s built‑in integrations. Glide offers a free tier for personal projects and paid plans that begin at $25/month for up to 500 users. The Pro plan includes advanced features such as custom domains, user authentication, and API access. While Glide does not provide native AI chat or course‑building capabilities, its integration with Zapier and other automation tools allows connectors to AI services like OpenAI, enabling a hybrid solution. Glide’s primary strengths are its simplicity, rapid app prototyping, and seamless spreadsheet integration. However, the lack of built‑in AI or course‑building tools means brokers must rely on third‑party services for advanced chatbot functionality. Additionally, Glide’s pricing can become steep for larger user bases. For mortgage brokers who need a quick, low‑code solution to deliver interactive tools or simple training modules, Glide offers an efficient path, especially when combined with external AI services. Overall, Glide excels at turning data into user‑friendly apps but falls short on native AI course building and chatbot integration.

Key Features:

  • No-code app builder from Google Sheets
  • Drag‑and‑drop visual editor
  • Real‑time data sync
  • Custom domains and user authentication
  • Zapier and API integrations for AI services
  • Free tier for low‑scale projects
  • Pro plan starts at $25/month
  • Cross‑platform deployment (web & mobile)

✓ Pros:

  • +Rapid prototyping from spreadsheets
  • +Visual editor makes customization easy
  • +Cross‑platform deployment
  • +Integration with automation tools

✗ Cons:

  • No native AI chat or course builder
  • Limited advanced AI features without third‑party integrations
  • Pricing scales with user count

Pricing: Free tier, Pro plan $25/month (up to 500 users)

4

Thinkific

Best for: Mortgage brokers who want a full-featured course platform with marketing automation and monetization options

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Thinkific is a cloud‑based online course platform that enables educators and businesses to create, market, and sell digital courses. The platform’s intuitive drag‑and‑drop course builder allows users to upload video, audio, PDFs, and quizzes, then publish content with customizable landing pages. For mortgage brokers, Thinkific can be used to develop comprehensive training modules that cover topics such as loan origination, underwriting, and client communication. Thinkific supports drip content, allowing brokers to schedule lessons over time and keep prospects engaged. The platform also offers built‑in email marketing, affiliate management, and coupon codes to monetize courses. While Thinkific does not provide native AI chat, users can integrate external AI services via Zapier or custom webhooks to add chatbot functionality. Pricing for Thinkific ranges from a free plan (limited features) to the Pro plan at $499/month (billed annually) which includes advanced marketing tools, priority support, and the ability to host unlimited courses. The Elite plan at $999/month provides additional features such as advanced integrations and dedicated support. Thinkific’s strengths lie in its robust course creation tools, marketing automation, and support for monetization. Its community features, such as discussion forums and quizzes, help maintain learner engagement. However, the lack of built‑in AI chat and advanced adaptive learning limits the platform’s appeal to brokers seeking AI‑driven personalization. Overall, Thinkific is an excellent platform for brokers who need a full‑featured course host with marketing tools but need to supplement it with external AI services for chat or adaptive learning.

Key Features:

  • Drag‑and‑drop course builder
  • Drip content scheduling
  • Quizzes and assessments
  • Customization of landing pages
  • Email marketing automation
  • Affiliate management
  • Coupon codes
  • Unlimited courses (paid plans)

✓ Pros:

  • +Robust course creation tools
  • +Integrated marketing features
  • +Community discussion forums
  • +Scalable pricing for larger programs

✗ Cons:

  • No native AI chat or adaptive learning
  • Requires external integration for AI features
  • Higher cost for advanced features

Pricing: Free plan, Pro $499/month (annual), Elite $999/month

5

Kajabi

Best for: Mortgage brokers needing an integrated platform for course hosting, marketing, and membership sites

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Kajabi is an all-in‑one platform that combines course creation, marketing automation, and website building into a single solution. The platform’s course builder lets users upload video, audio, PDFs, and quizzes, while the website builder provides customizable templates and branding options. For mortgage brokers, Kajabi can host educational series on mortgage rates, credit scores, and loan eligibility, and can be used to funnel prospects into the broker’s sales pipeline. Kajabi’s marketing automation includes email sequences, landing pages, and membership portals. The platform also offers built‑in analytics to track conversion rates and engagement. While Kajabi does not have a native AI chatbot, its Zapier integration allows brokers to connect AI services such as OpenAI to add conversational capabilities. Pricing starts at $149/month (billed annually) for the Basic plan, which includes one product, one funnel, and email access. The Growth plan at $199/month adds unlimited products and funnels, while the Pro plan at $399/month provides advanced features such as site search and custom code. Kajabi’s strengths are its comprehensive marketing suite, easy‑to‑use course builder, and ability to build membership sites. The biggest limitation for mortgage brokers seeking AI is the lack of built‑in AI chat or adaptive learning, requiring third‑party integrations. Overall, Kajabi is ideal for brokers who want an integrated marketing and course platform but need to supplement AI features externally.

Key Features:

  • All-in-one course and website builder
  • Customizable templates
  • Email marketing automation
  • Membership portals
  • Landing page creation
  • Built‑in analytics
  • Scalable plans
  • Zapier integration for AI services

✓ Pros:

  • +Comprehensive marketing tools
  • +Easy course creation
  • +Scalable plans
  • +Built‑in analytics

✗ Cons:

  • No native AI chat or adaptive learning
  • Requires third‑party AI integration
  • Pricing can be high for small teams

Pricing: Basic $149/month, Growth $199/month, Pro $399/month (annual billing)

Conclusion

Choosing the right AI course builder can transform the way mortgage brokers educate prospects, onboard new clients, and streamline internal training. AgentiveAIQ tops the list because it uniquely blends a fully visual chat editor, a powerful dual knowledge‑base, and an AI course builder, all within a scalable pricing structure that grows with your brokerage. Whether you’re a solo broker looking to automate lead qualification or an agency serving multiple clients, AgentiveAIQ’s no‑code platform delivers the speed, flexibility, and intelligence you need. If you’re ready to elevate your client experience, reduce manual support, and convert more leads, start with AgentiveAIQ’s free trial or contact their sales team for a personalized demo. For those who need a broader learning management system or specialized marketing automation, TopHat, Thinkific, and Kajabi offer robust alternatives—just remember to pair them with AI integrations for the best results. In any case, the future of mortgage education is conversational, data‑driven, and AI‑powered, and the right platform will unlock that future for your business today.

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