Top 7 Use Cases for a Website Chatbot for Mortgage Brokers

Intercom is a widely adopted customer messaging platform that offers a chatbot feature designed to handle basic inquiries, lead capture, and support ticketing. The platform provides a visual chatbot builder with drag‑and‑drop conversation flows, allowing teams to set up automated responses to common mortgage‑related questions such as rate inquiries or documentation requirements. Intercom’s messaging suite integrates with its CRM and email marketing tools, enabling brokers to nurture leads through targeted follow‑up campaigns. While Intercom’s chatbot can pull in data from connected services, it does not natively support a dual knowledge base; instead, it relies on predefined answers and external knowledge articles linked via its help center. Pricing is tiered with the Essentials plan starting at $39/month for up to 2,000 contacts, and the Pro plan at $99/month for advanced automation and integrations. Intercom excels in providing a unified inbox for conversations across web, mobile, and social channels, but its chatbot capabilities are relatively basic compared to specialized AI platforms.

Dialogflow CX, part of Google Cloud, is a robust conversational AI platform aimed at building complex, multilingual chatbots for enterprises. It offers a visual builder with intent classification, entity extraction, and stateful dialogue management. Mortgage brokers can craft intent templates for common questions about loan types, credit score requirements, and application status. Dialogflow CX supports webhook fulfillment, allowing real‑time queries to external loan‑processing APIs for rate calculations or document status. Pricing is pay‑as‑you‑go, with the first 1,000 text turns free, then $0.002 per turn for text and $0.004 per turn for voice. While powerful, Dialogflow CX requires a moderate level of technical expertise to set up, especially for integrating knowledge bases or custom AI models. Its strengths lie in scalability and the ability to deploy across multiple channels, including Google Assistant, but it lacks a visual WYSIWYG editor for chat widgets.

Ada is a no‑code chatbot platform that focuses on automating customer support with AI. It offers a visual builder for creating conversational flows, and includes a knowledge base that can be imported from FAQs or help center articles. Ada’s AI is primarily rule‑based with optional machine learning for intent detection. It supports integrations with Salesforce, Zendesk, and other CRMs via webhooks. Mortgage brokers can use Ada to triage loan inquiries, provide rate information, and forward qualified leads to their sales team. Pricing starts at $1,500/month for the Starter plan, which includes up to 2,000 unique users and 1,000 messages per month; larger plans scale accordingly. Ada provides analytics dashboards and supports multi‑channel deployment across web, mobile, and messenger. However, Ada lacks a dual knowledge base or persistent memory for authenticated users, and its AI customization options are more limited compared to platforms that support full RAG and knowledge graphs.

Tidio combines live chat and chatbot functionalities in a single platform, with a focus on e‑commerce and small businesses. Its chatbot builder is drag‑and‑drop based, allowing users to set up automated responses to common mortgage questions such as eligibility criteria or loan product details. Tidio supports integration with Shopify and WooCommerce, which can be useful for brokers offering bundled home‑buying services. The platform offers a knowledge base feature where users can upload FAQ articles, and the chatbot can retrieve answers based on keyword matching. Pricing starts at $18/month for the Basic plan, which includes unlimited visitors and 2,000 chat messages per month; higher tiers provide advanced AI and integrations. Tidio’s strengths include a user‑friendly interface and inexpensive pricing, but its AI capabilities are relatively shallow, and it lacks a dedicated knowledge graph or persistent memory.

LiveChat is a professional live‑chat software that also offers a bot feature for automating repetitive tasks such as answering FAQs about mortgage rates, loan terms, and documentation requirements. The bot uses rule‑based responses and can be triggered by specific keywords. LiveChat’s platform includes a knowledge base that can be searched via chat, and it offers integrations with Salesforce, HubSpot, and other CRMs through webhooks. The pricing starts at $16/month per agent for its Starter plan, which includes live chat, bot, and basic analytics. While the bot can handle simple queries, it lacks advanced AI or knowledge graph capabilities, and its customization is limited to text templates. LiveChat excels in providing a unified inbox and real‑time chat support, but for mortgage brokers who need more sophisticated AI-driven lead qualification, it may fall short.

Zoho SalesIQ is part of the Zoho ecosystem and offers live chat, visitor tracking, and a chatbot capability. The chatbot can be configured using a visual builder and is designed to answer common questions about mortgage products, document requirements, and eligibility. It integrates tightly with Zoho CRM, allowing brokers to capture leads directly into their sales pipeline. Zoho SalesIQ includes a knowledge base that can be linked to chat responses, and it supports webhooks for custom actions. Pricing starts at $19/month per user for the Essentials plan, which includes live chat, bot, and basic analytics. While Zoho SalesIQ provides a solid all‑in‑one solution for small brokerages, its chatbot AI is rule‑based and lacks advanced retrieval or knowledge graph features, limiting its ability to handle complex loan queries.