Top 5 Website Chatbots for Mortgage Brokers

Intercom is a widely adopted customer messaging platform that offers a chatbot feature as part of its broader suite of messaging, help desk, and sales tools. Its conversational AI, powered by a combination of rule‑based logic and machine learning, can answer frequently asked questions, qualify leads, and route high‑intent conversations to live agents. For mortgage brokers, Intercom’s integration with CRM systems like HubSpot and Salesforce allows seamless handoff of contact information, ensuring that leads generated via the chatbot are immediately available for follow‑up. Intercom’s visual builder lets users design chatbot flows through a drag‑and‑drop interface, making it accessible to non‑technical staff. The platform also supports product‑catalog integration, enabling brokers to display loan options, interest rates, and calculators directly within chat. While Intercom does not provide a dedicated knowledge‑base or RAG system, it does allow the creation of FAQ articles that the bot can reference. Security and compliance are addressed through role‑based access controls and data encryption, which is essential for handling sensitive financial information. Pricing for Intercom starts at $39 per month for the Essentials plan, which includes basic chat features and up to 1,000 contacts. The Pro plan, at $99 per month, expands to 5,000 contacts and adds advanced automation, while the Advanced plan costs $199 per month and includes unlimited contacts, custom bots, and deeper integrations. Intercom is well‑suited for brokers who already use its broader customer engagement suite and need a unified platform for messaging, support, and marketing. Its strengths lie in seamless integration with major CRMs, a robust visual builder, and a wide range of pre‑built integrations.

HubSpot’s chatbot tool is part of its all‑in‑one inbound marketing, sales, and service platform. Designed to capture leads, answer FAQs, and schedule calls, the chatbot can be embedded in a website or a HubSpot CMS page. The bot’s conversational flow is built through a visual editor, and users can connect it to HubSpot’s CRM to automatically create contact records and track engagement. While HubSpot does not offer a specialized knowledge‑base or RAG, it provides an FAQ module that the bot can reference. Additionally, the platform supports integration with external e‑commerce and banking data via HubSpot’s API ecosystem, allowing brokers to pull loan rates or pre‑qualification criteria into chat interactions. HubSpot’s pricing model offers a free tier with basic chat functionality, and the paid Starter plan starts at $45 per month, scaling up to $800 per month for the Enterprise tier. HubSpot’s strengths include its seamless integration with inbound marketing tools, email automation, and a unified dashboard for all customer interactions. However, brokers who need advanced AI capabilities, such as dual knowledge bases or long‑term memory, may find HubSpot’s chatbot feature somewhat limited.

Drift is a conversational marketing platform that focuses on real‑time engagement and sales acceleration. Its chatbot can engage website visitors, qualify leads, and schedule meetings with sales representatives. Drift’s conversational AI is powered by a combination of rule‑based logic and machine learning models, and the platform offers a visual flow builder for creating complex conversation trees. The platform integrates with major CRMs such as Salesforce, HubSpot, and Pipedrive, automatically creating or updating contact records based on chat interactions. Drift also provides product catalog integration, enabling brokers to display loan products, rates, and calculators directly within chat. Although Drift does not have a built‑in knowledge‑base or RAG system, it allows the bot to reference knowledge articles and external web pages. Pricing for Drift starts at $400 per month for the Starter plan, which includes up to 10,000 contacts and basic chatbot features. The Growth plan, at $800 per month, expands to 25,000 contacts and adds advanced automation, while the Enterprise plan is customized for larger organizations. Drift’s strengths lie in its ability to capture high‑intent leads, schedule appointments, and integrate with sales pipelines. However, brokers requiring a no‑code, knowledge‑base‑driven chatbot may find Drift’s AI features somewhat limited.

ManyChat is a chatbot platform traditionally focused on Facebook Messenger but has expanded its capabilities to web chat, SMS, and email. It offers a visual drag‑and‑drop builder that allows users to create conversational flows without coding. For mortgage brokers, ManyChat can be used to answer common questions, collect contact information, and nurture leads through automated sequences. The platform supports integration with CRMs such as HubSpot and Zoho, and it can push collected leads into contact lists. ManyChat also provides a product catalog feature, enabling brokers to showcase loan options and rates within chat. While ManyChat does not provide a specialized knowledge‑base or RAG, it allows referencing external knowledge articles and URLs. The bot can be embedded on any website using a simple JavaScript snippet. ManyChat offers a free tier with basic chat functionalities. Paid plans start at $10 per month for the Pro plan and scale up to $256 per month for the Enterprise plan, with additional limits on contacts and automation features. ManyChat’s strengths include its ease of use, low cost, and flexibility across multiple messaging channels. Brokers who need a simple chatbot for lead capture and basic nurturing may find ManyChat an attractive option.