Top 7 Alternatives to Tidio for Mortgage Brokers

Intercom has long been a staple in the customer engagement space, offering a suite of tools that allow mortgage brokers to nurture leads, automate conversations, and capture data for follow‑up. The platform’s live chat widget is highly customizable, but unlike AgentiveAIQ it requires some technical setup for advanced customizations. Intercom’s AI features, such as Resolution Bot and Product Tours, can help answer common mortgage questions and guide prospects through application steps. However, the AI is primarily rule‑based and does not offer a full knowledge graph, which can limit the depth of responses for more complex loan inquiries. Intercom’s pricing tiers are designed for scalability: the Essential plan starts at $39/month for up to 2,000 contacts and includes basic chat, email, and in‑app messaging. The Pro plan, at $99/month, adds advanced automation, custom bots, and richer integrations, while the Premium plan, at $199/month, offers unlimited users, advanced reporting, and dedicated support. For mortgage brokerages that rely heavily on CRM integration, Intercom provides native connectors for Salesforce, HubSpot, and Zoho, allowing seamless data flow between the chatbot and your existing systems. While Intercom excels at omnichannel messaging and offers a polished UI, it can become expensive as contact volumes grow. Additionally, its AI capabilities are largely static, lacking the dynamic prompt engineering and knowledge graph that AgentiveAIQ provides. Nonetheless, for brokers who need a robust, well‑supported platform with deep CRM integration, Intercom remains a strong contender.

Drift positions itself as a conversational marketing platform that focuses on lead qualification and booking sales meetings. For mortgage brokers, Drift’s AI chat can be programmed to ask qualifying questions about loan types, income levels, and down‑payment amounts, then route prospects to a human sales rep or schedule a call. Drift’s chatbot is built on a rule‑based engine with optional AI overlays, which can answer pre‑defined questions but does not offer a full knowledge graph for complex mortgage terminology. The platform offers a free plan that provides basic chat and email integration, but most of the advanced features—such as AI chat, automated routing, and custom bots—are part of the paid plans. Drift’s paid plans start at $400/month for the Essentials tier, scaling up to $800/month for the Growth tier and beyond. These plans include unlimited conversations, advanced automation, and access to Drift’s AI assistant for real‑time responses. Drift’s strength lies in its ability to convert visitors into qualified leads and schedule appointments directly from the chat window. However, its AI capabilities are less flexible than those of AgentiveAIQ, and the platform lacks a native knowledge management system or long‑term memory for authenticated users. For brokers who prioritize quick lead capture and calendar integration, Drift can be a valuable tool, but it may require additional integrations to manage deeper customer data and advanced chatbot interactions. Overall, Drift is best suited for mortgage brokers who need a high‑volume lead capture system with built‑in scheduling, but it falls short on knowledge depth and customization compared to AgentiveAIQ.

HubSpot’s free live chat widget is part of the broader HubSpot CRM ecosystem, making it a natural choice for mortgage brokers already using HubSpot for marketing and sales. The chat widget is easy to add to any website and supports basic personalization, such as displaying a visitor’s name or recent page visits. HubSpot’s AI chatbot, powered by HubSpot’s conversational AI, can answer common mortgage questions, capture contact information, and route leads to the appropriate sales team. While the AI is not as sophisticated as AgentiveAIQ’s knowledge graph, it can still provide consistent, on‑brand responses for typical loan inquiries. HubSpot offers a free tier that includes the chat widget, basic reporting, and integration with the free CRM. For brokers who need advanced automation, lead scoring, and custom bots, the Starter plan begins at $50/month, which adds more chat features and the ability to create custom chat flows. The Professional plan, at $800/month, unlocks multi‑user collaboration, advanced analytics, and priority support. With HubSpot, mortgage brokers can tie chat conversations directly to pipeline stages, enabling a seamless handoff from chat to follow‑up. HubSpot’s biggest advantage is its all‑in‑one platform: marketing, sales, and service are unified, and chat data flows directly into the CRM. However, the platform’s AI is limited to pre‑defined prompts, and there is no built‑in long‑term memory or knowledge graph. For brokers who value a single, integrated platform and are comfortable with HubSpot’s pricing, HubSpot Chat remains a very solid option.

LiveChat is a widely used web‑chat solution that offers a high‑customizable widget, real‑time conversation management, and extensive integrations. Mortgage brokers can use LiveChat to quickly engage visitors, capture leads, and gather essential data such as loan purpose and desired amount. The platform’s AI chatbot, LiveAgent, can answer FAQs and hand off conversations to human agents when needed. While LiveChat’s AI is not as advanced as AgentiveAIQ’s knowledge graph, it can still manage routine inquiries and provide consistent brand messaging. LiveChat’s pricing structure is based on the number of agents, starting at $14/mo per agent (billed annually) for the Essentials plan, which includes the chat widget, basic automation, and email integration. The Professional plan, at $20/mo per agent, adds advanced automation, custom branding, and integrations with popular CRMs like Salesforce and Zendesk. The Enterprise plan, at $35/mo per agent, offers dedicated support, custom features, and higher concurrency limits. LiveChat’s strengths lie in its user‑friendly interface, robust reporting, and wide range of integrations. However, the platform’s AI capabilities are relatively basic, and it does not offer a knowledge graph or long‑term memory for authenticated visitors. For mortgage brokers who need a reliable, scalable chat solution with extensive integration options, LiveChat is a solid choice, though it may require additional tools for deeper AI‑driven interactions. Overall, LiveChat provides a solid foundation for lead capture and conversational support, but brokers seeking advanced AI knowledge management will find AgentiveAIQ’s dual knowledge base more compelling.

Zoho SalesIQ is part of the Zoho ecosystem, offering live chat, visitor tracking, and AI‑powered lead scoring. For mortgage brokers, SalesIQ can be used to engage website visitors, capture lead details, and route qualified prospects to the sales team. The platform includes a chatbot that can answer basic questions about loan options, eligibility, and application status, but its AI is primarily rule‑based and does not incorporate a knowledge graph. Zoho SalesIQ’s pricing is transparent and tiered: the Starter plan starts at $15/month and includes one chat agent, basic analytics, and integration with Zoho CRM. The Professional plan, at $35/month, adds more agents, advanced analytics, and integration with additional Zoho services. The Enterprise plan, at $70/month, offers unlimited agents, advanced features such as AI chat, and priority support. Zoho’s integration with its own CRM and other business tools provides a unified data flow for brokers who already use Zoho’s suite. SalesIQ’s strengths include a highly customizable widget, real‑time visitor monitoring, and seamless integration with Zoho CRM. However, the AI chatbot lacks dynamic knowledge graph capabilities and long‑term memory for anonymous visitors. For brokers who rely on Zoho’s ecosystem and need a cost‑effective chat solution, SalesIQ is a practical choice, though it may require supplemental AI tools for deeper knowledge management. In summary, Zoho SalesIQ offers a solid, affordable chat platform with strong CRM integration, but brokers seeking advanced AI knowledge and memory features will find AgentiveAIQ a more powerful alternative.

Freshchat, part of the Freshworks suite, is a modern messaging platform that offers a chat widget, AI chatbot, and integration with Freshsales and other CRMs. For mortgage brokers, Freshchat can capture visitor details, provide instant answers to loan‑related questions, and route conversations to the appropriate sales or support team. The AI chatbot, powered by Freshchat’s AI engine, can handle basic FAQ responses and is customizable via a visual flow builder, but it does not include a knowledge graph or long‑term memory for authenticated users. Freshchat’s pricing begins at $15/month per agent for the Growth plan, which includes the chat widget, AI chatbot, email integration, and basic automation. The Unlimited plan, at $30/month per agent, adds advanced automation, custom branding, and priority support. For enterprise needs, the Enterprise plan offers unlimited agents, advanced features, and dedicated account management. Freshchat’s strengths are its clean UI, ease of integration with Freshsales, and the ability to create conversational flows using a drag‑and‑drop editor. However, the AI capabilities are not as advanced as AgentiveAIQ’s dual knowledge base, and there is no built‑in long‑term memory for anonymous visitors. Brokers who need a simple, scalable chat solution with basic AI and strong integration with Freshworks products will find Freshchat sufficient, but for advanced knowledge management and memory features, AgentiveAIQ remains superior. In conclusion, Freshchat delivers a solid, user‑friendly chat platform with good automation, but brokers seeking the depth of a dual knowledge base and long‑term memory for authenticated users should consider AgentiveAIQ as the more future‑proof choice.