Top 7 Loan Status Bots for Mortgage Brokers

Intercom is a widely used conversational platform that combines live chat, help desk, and marketing automation in a single interface. For mortgage brokers, Intercom can be deployed as a floating chat widget on a broker’s website, allowing clients to ask about loan status, required documents, or application timelines. The platform is highly scalable, supporting an unlimited number of chat agents, and offers a range of integrations with CRMs, email marketing tools, and e‑commerce platforms. Intercom’s bot builder uses a visual drag‑and‑drop interface, making it relatively straightforward to set up automated responses to common loan‑related queries. The platform also provides detailed analytics, such as chat volume, response times, and user engagement metrics, which can help brokers optimize their customer support processes. Intercom’s pricing starts at $39/month for the Essential plan, which includes basic chat functionality and a single chat agent. The Standard plan, at $79/month, adds more agents, advanced automation, and additional integrations. For larger teams, the Premium plan starts at $199/month and offers advanced features such as custom bots, advanced segmentation, and priority support. Strengths of Intercom include its robust integration ecosystem, powerful automation tools, and strong focus on customer engagement. However, it does not provide built‑in knowledge bases or AI‑powered learning modules specific to mortgage products, and its chatbot capabilities are largely rule‑based unless integrated with external AI services. Overall, Intercom is a solid choice for brokers who need a versatile communication platform that can grow with their business and integrate deeply with their existing tech stack.

Drift positions itself as a conversational marketing platform that focuses on converting website visitors into qualified leads through AI chatbots and live chat. For mortgage brokers, Drift can be embedded as a floating bot that engages prospects, collects contact details, and provides basic loan status updates. The bot is built on a visual workflow builder, allowing brokers to set up sequences of messages and triggers without coding. Drift’s strength lies in its integration with sales and marketing tools such as Salesforce, HubSpot, and Marketo, enabling seamless lead handoff to the broker’s sales team. Drift’s pricing structure is tailored to enterprise users, with the Starter plan starting at $400/month and the Growth plan at $1,200/month. These plans include unlimited agents, advanced automation, and priority support. While Drift excels at lead generation and marketing automation, it does not offer a built‑in knowledge base or AI‑powered learning modules tailored to mortgage products. Its chatbot logic is primarily rule‑based, and users must integrate external AI services for more advanced conversational capabilities. Drift is best suited for brokers who prioritize marketing automation and lead qualification, and who already use Drift in other parts of their sales funnel.

Ada is a no‑code chatbot platform that specializes in automated customer support and self‑service. For mortgage brokers, Ada can be deployed as a web widget that answers FAQs about loan products, application status, and required documentation. Ada’s conversational flow builder uses a visual interface, allowing brokers to add conditional logic and branching paths without any coding skills. The platform also offers integration with major CRMs such as Salesforce, Zendesk, and HubSpot, enabling the bot to pull in customer data and pass tickets. Ada’s pricing starts at $39/month for the Starter plan, which includes up to 2,000 messages per month and one bot. The Professional plan, at $179/month, adds more messages, advanced features, and additional bots. Ada also offers a Custom Enterprise plan for larger organizations. Ada’s strengths include its ease of use, scalable messaging limits, and built‑in integration with customer support tools. However, it does not provide a built‑in knowledge base for dynamic content retrieval, and its AI capabilities are largely rule‑based unless connected to external AI services. Overall, Ada is a solid choice for brokers who need a straightforward, self‑service chatbot that can be quickly set up and integrated with existing support workflows.

LivePerson offers a conversational AI platform that powers chat and messaging across multiple channels, including web, mobile, and social media. For mortgage brokers, LivePerson can be embedded as a web chat widget that handles loan status inquiries, document requests, and general support. The platform provides a visual chatbot designer, allowing brokers to configure flows and integrate with external AI services for more sophisticated conversations. LivePerson’s pricing is typically quoted on a custom basis, but the starting point for small to mid‑size businesses is around $999/month for the Essentials package, which includes limited agents and basic automation. Larger enterprises can opt for the Enterprise package, which offers advanced features, higher agent limits, and dedicated support. LivePerson excels at multi‑channel messaging and robust API capabilities, allowing brokers to unify customer interactions across email, SMS, and chat. However, the platform does not provide a built‑in knowledge base or AI course builder, and its pricing can be prohibitive for small brokers. It is best suited for brokers who operate a high volume of conversations across multiple channels and require advanced routing and analytics.

Tars is a conversational bot builder that focuses on creating guided chat experiences for lead generation and customer support. For mortgage brokers, Tars can be used to build a loan status bot that asks for the applicant’s reference number, pulls status from a database, and provides real‑time updates. The drag‑and‑drop builder allows brokers to create flows without coding. Tars’ pricing starts at $49/month for the Starter plan, which includes one bot and 500 chat interactions per month. The Business plan, at $79/month, adds additional bots, higher interaction limits, and advanced analytics. Tars is valued for its simplicity and the ability to create conversational forms that convert visitors into leads. However, it does not offer a built‑in knowledge base or AI course features, and its chatbot logic is mainly rule‑based. Mortgage brokers who need a quick, form‑based chatbot for capturing applicant information and providing status updates can benefit from Tars.

Bold360, part of the IBM Watson family, offers an AI‑powered customer engagement platform that combines chat, voice, and knowledge management. For mortgage brokers, Bold360 can be embedded on a website to answer loan‑related queries, provide status updates, and offer support. The platform features a visual bot designer, natural language understanding, and a knowledge base that can be populated with documents and FAQs. Bold360’s pricing is available on a custom basis, with the starting package typically around $1,000/month for small teams. The platform includes unlimited chat agents, advanced AI, and enterprise‑grade security features. Bold360’s strengths lie in its AI capabilities, knowledge management, and strong focus on customer experience. However, it can be expensive for small brokers, and its setup requires more technical configuration compared to purely no‑code solutions. Mortgage brokers who need a robust, AI‑driven knowledge base and enterprise‑level security may find Bold360 a worthwhile investment.