Top 7 Shopify E-commerce Integrations for Mortgage Brokers

Drift is a conversational marketing platform that blends live chat with AI‑powered bots. Drift’s chat widget can be embedded on any Shopify store using a single line of JavaScript, and its visual editor allows marketers to tweak colors, positioning, and welcome messages. The platform excels at lead qualification, providing form fields that auto‑populate from visitor data and scheduling tools that let prospects book calls directly within the chat window. Drift’s AI component, Drift Bot, can route conversations to the correct sales rep or trigger automated follow‑ups. Additionally, Drift integrates with Shopify to pull product information, allowing agents to answer inventory or pricing questions in real time. Pricing starts with a free plan that includes basic chat features and a limited number of contacts. Paid plans are tiered by contact volume, ranging from $50 to $500 per month, with the $500 plan offering advanced AI, custom branding, and integration with Salesforce, HubSpot, and Shopify. Drift is a strong fit for mortgage brokers who need a high‑end conversational marketing tool that can handle complex lead routing and calendar scheduling. Its major strengths include a robust scheduling system and a user‑friendly visual editor. However, Drift can be costly for smaller brokerages, lacks a dedicated knowledge base, and its AI is primarily focused on lead qualification rather than in‑depth product queries.

Intercom is a customer messaging platform that offers live chat, targeted help articles, and AI bots. Its chat widget can be dropped into any Shopify theme with a short script, and the visual builder lets users customize the widget’s appearance to match brand guidelines. Intercom’s bot engine, powered by machine learning, can answer FAQs, capture leads, and route complex queries to human agents. The platform is known for its robust knowledge base, allowing brokers to upload articles, FAQs, and product sheets that the bot can reference. Intercom also offers email and push notifications, enabling multi‑channel follow‑ups. Shopify integration is available via the Intercom app, which syncs order data, customer profiles, and product catalogs to provide context‑aware responses. Pricing begins at $39/month for the Essentials plan, which includes up to 2,000 contacts and basic chat features. The Pro plan at $79/month adds advanced automation, custom bots, and 5,000 contacts. Larger teams can opt for the Premium plan at $159/month. Intercom’s strengths lie in its comprehensive customer support suite and knowledge base management. However, it can be expensive for smaller brokerages, and its learning curve is steeper than some competitors.

Tidio combines live chat and chatbot functionality into a single, easy‑to‑install app for Shopify stores. The platform offers a visual chat builder that lets users set colors, fonts, and welcome messages without touching code. Tidio’s chatbot uses AI to answer common questions, guide visitors through mortgage product options, and collect contact details for follow‑up. The bot can be configured to trigger email notifications or add leads to a CRM via webhooks. Shopify integration pulls product data, allowing the chat to provide up‑to‑date pricing and availability. Tidio also supports email integration, so conversations can be exported to email campaigns. The platform’s pricing starts at $18/month for the Basic plan, which includes up to 500 contacts and limited chatbot features. The Pro plan at $38/month adds advanced automation, unlimited contacts, and multi‑user access. Tidio’s biggest advantage is its affordability and simplicity, making it a good choice for brokers on a tight budget. However, it lacks a sophisticated knowledge base and has limited reporting features.

ManyChat started as a Facebook Messenger bot builder but has grown into a multi‑channel chatbot platform that also supports Shopify stores. The platform features a drag‑and‑drop flow builder, enabling brokers to create conversational sequences that guide prospects through mortgage eligibility checks, document requests, and follow‑up messaging. ManyChat’s bot can collect leads, send automated email sequences, and push notifications. It also offers a built‑in knowledge base where users can upload FAQs that the bot references. Shopify integration allows ManyChat to pull product and order data, making it possible to answer inventory or pricing questions directly within the chat. Pricing is tiered: the free plan includes basic features and up to 500 contacts; the Pro plan at $10/month per contact includes advanced automation, integrations, and 2,500 contacts; a higher Enterprise plan is available on request. ManyChat excels at multi‑channel engagement and marketing automation, making it ideal for brokers who rely on email and SMS follow‑ups. Its downside is that it is primarily focused on Messenger and SMS, and the Shopify integration is not as deep as that of dedicated Shopify chat apps.

Bold Chat is a Shopify‑native live‑chat app developed by Bold Commerce. It installs directly from the Shopify App Store and offers a ready‑to‑use chat window that can be positioned anywhere on the storefront. Bold Chat’s simple interface allows brokers to customize the widget’s colors, greeting message, and offline form. The app also supports automated chat triggers based on visitor behavior, such as cart abandonment or page views. While Bold Chat does not provide a built‑in AI bot, it offers integrations with third‑party AI solutions and can forward chat transcripts to external CRM systems. The app’s pricing starts at $39/month for a single chat window and scales with additional agents. It’s a good fit for brokers who want a lightweight chat solution that is tightly integrated with Shopify’s order and customer data. Bold Chat’s strengths are its native Shopify integration and ease of use. Its limitations include the lack of AI-driven conversation, minimal knowledge‑base support, and no long‑term memory for visitors.

Zendesk Chat (formerly Zopim) is a cloud‑based live‑chat solution that integrates with Shopify via the Zendesk for Shopify app. The chat widget can be added with a single script and offers a visual editor for customizing colors, placement, and greetings. Zendesk Chat’s AI assistant can suggest responses to agents, reducing response time and improving consistency. The platform also provides a knowledge‑base connector that pulls articles from Zendesk Guide, allowing bots to answer common questions. Shopify integration supplies customer and order data to enrich chat context. Zendesk Chat’s pricing starts at $14/month per agent for the Team plan, which includes live chat and basic reporting. The Growth plan at $25/month per agent adds advanced automation and chat routing. Zendesk Chat is well‑suited for brokers who already use Zendesk for ticketing or support and want to add live chat to their Shopify storefront. Its main shortcomings are the reliance on Zendesk Guide for knowledge‑base content and the limited AI customization compared to dedicated chatbot platforms.