Top 7 Consultation Booking Chats for Mortgage Brokers

GoodCall is a specialized booking platform designed for the mortgage industry, providing AI‑powered phone assistants that help mortgage brokers capture and qualify leads. The platform’s core feature set includes an AI phone assistant that can engage callers, collect essential information (such as loan type, credit score, and desired timeline), and book appointments directly into the broker’s calendar. GoodCall also offers a web-based scheduling interface that allows visitors to book consultations through a simple, customizable form. The platform integrates with common calendar services to avoid double‑booking, sends automated email reminders to both the broker and the client, and can trigger follow‑up emails based on the conversation outcome. In addition to booking, GoodCall facilitates payment collection for mortgage-related services via its secure checkout integration. The platform is built with compliance in mind, offering secure data handling and the ability to connect to third‑party CRMs through webhooks, ensuring that captured leads are immediately available for further nurturing. GoodCall’s pricing model is primarily quote‑based, targeting medium to large brokers who require advanced customization and dedicated support. GoodCall’s strengths lie in its industry focus, AI‑driven phone interactions, and seamless integration with brokers’ existing booking workflows. However, the platform does not offer a web‑chat widget, and it lacks built‑in analytics dashboards or multi‑language support.

GlideApps is a no‑code platform that lets users build mobile and web applications directly from spreadsheets. While not a dedicated booking chat, its flexibility makes it an attractive option for mortgage brokers who want a fully customized app that includes appointment scheduling, document uploads, and client portals. By linking a Google Sheet that contains broker availability, GlideApps automatically creates a scheduling interface that clients can interact with, and the app can be embedded on a website or shared via a custom URL. The platform’s drag‑and‑drop interface allows brokers to design a branded interface without coding, incorporating logos, colors, and custom layouts. GlideApps supports real‑time data syncing, so any changes made in the spreadsheet update instantly across the app. It also offers integrations with Zapier, allowing the app to trigger actions—such as adding a new lead to a CRM, sending a welcome email, or updating a marketing automation workflow. GlideApps’ pricing structure includes a free tier for basic apps, a $9/month Pro plan for additional features and higher limits, and an Enterprise tier starting at $500/month for large‑scale deployments. The platform is particularly useful for brokers who want a lightweight, self‑hosted solution that can be tailored to their exact workflow and data sources.

Calendly is a widely adopted scheduling automation tool that eliminates the back‑and‑forth of setting up appointments. The platform offers a clean, embeddable booking widget that brokers can place on their website, allowing visitors to see real‑time availability and schedule calls directly. Calendly automatically syncs with Google, Outlook, and Office 365 calendars to prevent double bookings, and it can send out email confirmations, reminders, and follow‑up emails. Beyond basic scheduling, Calendly supports advanced features such as time‑zone detection, meeting polls, and integration with Zoom, Microsoft Teams, and other video conferencing platforms. The service also provides a CRM connector that can feed booked events into tools like HubSpot, Salesforce, and Pipedrive. For brokers who want to collect additional information, Calendly allows custom intake forms that can capture loan preferences, credit scores, or other relevant data. Calendly’s pricing includes a free tier with basic scheduling, a Premium tier at $8 per user per month, and a Pro tier at $12 per user per month, which adds team features, custom branding, and advanced integrations.

Acuity Scheduling is an online appointment booking system that offers a high degree of customization through its form builder. Mortgage brokers can create intake forms that collect detailed information about loan type, credit score, and preferred timeframes. The forms can be embedded on a broker’s website or shared via a link, and Acuity automatically updates the broker’s calendar to avoid double bookings. The platform supports automated email and text reminders, as well as the ability to accept payments directly through Stripe or Square during the booking process. Acuity also offers a comprehensive set of integrations, including Zoom, Microsoft Teams, and Zapier, letting brokers trigger downstream actions such as adding a new lead to a CRM or sending a welcome email. Pricing for Acuity ranges from a free tier with basic features to a Plus plan at $15/month and a Pro plan at $50/month. The Pro plan unlocks custom branding, advanced integrations, and the ability to offer multiple staff calendars.

Square Appointments is a comprehensive booking solution that blends scheduling, payment processing, and customer management into a single platform. Mortgage brokers can use the service to accept online appointments, process payments for application fees, and maintain a CRM‑like database of client interactions. The booking interface can be embedded on a broker’s website or accessed through a dedicated app. The platform automatically syncs with Google Calendar, and it provides email and SMS reminders to reduce no‑shows. Square Appointments also offers marketing tools, such as email newsletters and loyalty programs, which can be leveraged to nurture prospects over time. Square Appointments is free for individual use; team plans start at $50/month and include additional staff calendars, advanced reporting, and priority support.

HubSpot Meetings is part of the HubSpot CRM ecosystem, offering an embeddable scheduling tool that integrates tightly with the platform’s contact database. Mortgage brokers who use HubSpot for lead management can automatically create meeting slots, capture detailed contact information, and track engagement metrics within the same system. The Meetings tool supports custom branding, time‑zone detection, and integration with Zoom, Teams, and Google Meet. It also offers meeting polls and the ability to set buffer times between appointments. For brokers who rely on email outreach, HubSpot Meetings can trigger workflows that send follow‑up emails or add contacts to nurturing sequences. Pricing for HubSpot is tiered: the free CRM is available with basic Meetings functionality, the Starter plan starts at $45/month, and the Professional plan—ideal for larger broker teams—costs $800/month and provides advanced automation and reporting.