Top 7 Onboarding Chatbots for Mortgage Brokers

Drift is a conversational marketing platform that has become a staple for many sales and lead‑generation teams. Its chatbot capabilities are built around real‑time conversation, allowing mortgage brokers to qualify prospects with a series of smart prompts. Drift’s visual builder lets you create flows that ask for key information such as credit score, down‑payment amount, and desired loan term. The platform excels in its integration ecosystem—native connectors for Salesforce, HubSpot, and Marketo enable the bot to push data directly into the broker’s CRM. Drift also offers a robust scheduling feature that can book follow‑up calls with loan officers, ensuring that no qualified lead slips through the cracks. Its AI‑powered “Conversational Intelligence” module captures sentiment and highlights high‑value conversations for the sales team. Pricing for Drift is tiered: the Starter plan begins at $400/month (billed annually) and includes limited chat sessions, while the Growth and Enterprise plans add advanced features such as multi‑user seats, advanced analytics, and dedicated support. While Drift is not specifically tailored to mortgage‑specific terminology, its flexibility and deep CRM integrations make it a powerful tool for brokers who want to automate initial outreach and capture qualified leads.

Intercom is a comprehensive customer messaging platform that blends live chat, bots, and email automation. Its bot builder uses a drag‑and‑drop interface that allows mortgage brokers to set up guided conversations asking for details like loan amount, property type, and income level. Intercom’s bots can be triggered by keyword, time on page, or user actions, making it easy to surface the right information at the right moment. Intercom’s key strength lies in its omnichannel reach; the same bot can be deployed on a website, within a mobile app, or even on social media. The platform also offers a robust knowledge base, allowing the bot to pull FAQs and articles about mortgage rates, pre‑approval, and closing costs. Users can track bot performance through detailed analytics dashboards that show engagement rates, drop‑off points, and conversion metrics. Pricing starts at $39/month for the “Essentials” plan, which includes basic chat, bot, and email features. The “Pro” plan ($99/month) adds advanced automation, custom bots, and integration with Salesforce and HubSpot. While Intercom is not mortgage‑specific, its rich feature set and active developer community make it a flexible choice for brokers who want a single platform to handle chat, knowledge base, and email outreach.

ManyChat is primarily known for its Facebook Messenger chatbot builder, but it also supports web chat and SMS. The platform’s visual flow editor lets mortgage brokers create conversational journeys that ask for loan details, score prospects, and provide instant rate estimates. ManyChat is especially useful for brokers who rely heavily on social media marketing, as it can automatically reply to comments or direct messages with a pre‑configured bot. ManyChat’s strengths include its integration with Shopify, Mailchimp, and Zapier, allowing the chatbot to pull product data or push leads into email marketing lists. The platform also offers a “Broadcast” feature that lets users send one‑time messages to subscribers, ideal for promoting new loan products or special rates. Pricing is simple: a free tier with basic features, a Pro plan at $10/month (paid annually) with advanced sequences and integrations, and a Growth plan at $30/month for larger user bases and additional broadcast slots. Because ManyChat focuses on social media and email, it may not provide the deep conversational intelligence that mortgage brokers need for complex eligibility questions, but its ease of use and low cost make it a viable option for small practices.

Tidio blends live chat and chatbot automation into a single dashboard. Mortgage brokers can use the bot builder to create conversational flows that ask for borrower information, drive users to rate calculators, or schedule appointments. The platform’s AI model can handle simple FAQs about mortgage rates and credit score requirements, while the live‑chat feature allows agents to step in when the conversation gets complex. Tidio’s key selling point is its ability to merge live chat and bot interactions in real time, giving brokers the flexibility to hand off a conversation to a human agent without losing context. The platform also offers integrations with WordPress, Shopify, and Zapier, and provides basic analytics on chat volume and response times. Pricing starts with a free tier that supports up to two live agents and a limited number of bots. The Premium plan costs $18/month (billed annually) and unlocks unlimited bots, advanced analytics, and priority support. While Tidio may not have the deep knowledge‑base features of AgentiveAIQ, its hybrid live‑chat approach is valuable for brokers who want to blend automation with human expertise.

Ada is an enterprise‑grade chatbot platform that emphasizes self‑service and scalability. Mortgage brokers can build conversational flows that ask for financial details, assess eligibility, and deliver personalized rate estimates. Ada’s AI engine supports multi‑language capabilities, which can be useful for brokers serving diverse communities. The platform also includes a knowledge‑base module that pulls from internal content such as mortgage guides and regulatory information. Ada’s standout feature is its built‑in analytics dashboard, which tracks user engagement, drop‑off points, and conversion rates. The platform also offers robust integration options, including Salesforce, HubSpot, and custom webhooks, allowing the bot to push lead data directly into the broker’s CRM. Pricing for Ada starts at $1,200/month for the “Starter” plan, with higher tiers for larger user bases and advanced customization. The cost reflects its enterprise focus and extensive feature set. While Ada is powerful, its pricing and onboarding time may be a barrier for small brokers or solo loan officers.

Bold360, a Salesforce product, blends AI chatbots with omnichannel customer support. Mortgage brokers can deploy bots that answer rate questions, schedule appointments, or direct users to loan calculators. The platform’s conversational AI is powered by machine learning models that learn from past interactions, improving over time. Bold360 also offers a knowledge‑base module that pulls from internal documents and FAQs, ensuring consistent and accurate answers. Bold360’s integration with Salesforce is a major advantage for brokers already using the platform for CRM. The bot can automatically create leads, log conversations, and trigger follow‑up tasks. The platform also provides detailed analytics on chat volume, satisfaction scores, and agent performance. Pricing is tiered and starts at $1,200/month for the “Standard” plan, with higher tiers for advanced features and larger user counts. While Bold360 offers powerful AI and deep Salesforce integration, its higher cost and focus on enterprise customers make it less suitable for solo brokers or small practices.