Top 7 WYSIWYG Chatbot Editors for Mortgage Brokers

Intercom is a well‑established customer messaging platform that offers a chatbot builder with a visual interface. Designed for sales, marketing, and support teams, Intercom’s chatbot can be added to any website via a single script. The platform excels in lead capture, allowing brokers to trigger personalized messages based on user behavior or page visited. Intercom also provides a knowledge base integration, where FAQs and help articles can be surfaced within chat. With its highly configurable outbound messages, brokers can send follow‑up emails or push notifications to nurture prospects. Intercom’s visual builder supports drag‑and‑drop flows, but the customization is limited to pre‑defined templates and color schemes. While it offers basic branding options, the depth of visual customization is not as extensive as AgentiveAIQ’s WYSIWYG editor. Intercom’s knowledge base relies on static articles rather than a dynamic RAG system, so it may not provide the most up‑to‑date answers to complex mortgage queries. Pricing is tiered: the Starter plan starts at $39/month (up to 1,000 active customers), the Standard at $99/month (up to 10,000 active customers), and the Pro plan at $199/month (up to 100,000 active customers). Each tier includes a growing set of features such as advanced automation, custom bots, and integrations. Overall, Intercom is a solid choice for brokers who already use its broader customer engagement suite and require a simple chatbot for basic support and lead capture.

Drift is a conversational marketing platform that focuses on real‑time engagement and sales acceleration. Its chatbot builder offers a visual interface where brokers can design conversational flows using drag‑and‑drop blocks. Drift’s strengths lie in its ability to qualify leads in real time by asking targeted questions and routing qualified prospects to sales representatives. It also supports automated email follow‑ups and integrates with major CRM systems like Salesforce and HubSpot. While Drift provides a knowledge base module, it is primarily geared toward sales and marketing content rather than detailed mortgage product explanations. The visual customization is limited to color palettes and font styles, and the platform does not offer a built‑in course builder or dual knowledge base. Drift’s pricing is custom‑quoted, typically starting around $500/month for small teams and scaling with the number of conversations. Drift is best suited for brokers who need a high‑volume lead qualification bot that can integrate tightly with their sales pipeline. However, its lack of advanced knowledge management and educational features may limit its usefulness for in‑depth mortgage education.

ManyChat is a popular chatbot platform that emphasizes marketing automation through Facebook Messenger, SMS, and web chat. It offers a visual drag‑and‑drop builder that allows brokers to create conversational flows without coding. ManyChat’s strengths include its integration with email marketing services, e‑commerce platforms, and lead scoring. For mortgage brokers, ManyChat can be used to deliver educational content, schedule appointments, and capture leads via web forms. However, ManyChat’s knowledge base capabilities are limited to static FAQs embedded in the chat flow. It does not support a dynamic RAG system or a knowledge graph, which can hinder accurate answers to complex mortgage questions. The visual customization options are also relatively basic, focusing mostly on color and font changes. Pricing tiers include a free plan with limited messages, a Pro plan at $10/month (up to 1,000 contacts), and a Growth plan at $25/month (up to 10,000 contacts). The plans differ in the number of messages, automation levels, and integrations. ManyChat is best for brokers who need a quick, inexpensive chatbot to engage prospects on social media and web chat, but it may fall short for those requiring advanced knowledge management.

Tars is a chatbot builder that specializes in creating conversational landing pages and lead‑generation bots. Its visual editor allows brokers to design step‑by‑step flows with conditional logic and branching. Tars supports integrations with Google Sheets, Zapier, and various CRMs, making it simple to export leads directly to your database. While Tars offers a knowledge base feature, it is primarily static and does not incorporate dynamic retrieval of up‑to‑date mortgage data. The visual customization is limited to templates, color palettes, and font choices, and the platform does not provide a built‑in course builder. Nonetheless, its strength lies in high conversion rates for lead capture and the ability to embed chatbots on any webpage. Pricing is tiered: the Standard plan costs $49/month (up to 10,000 chats per month), the Premium plan is $149/month (up to 30,000 chats), and the Enterprise plan starts at $299/month with custom limits. Tars is ideal for brokers who want a simple, conversion‑focused chatbot that can be embedded on landing pages or within their website to capture mortgage applications.

Ada is an AI‑powered chatbot platform that focuses on customer support automation. Its visual builder allows brokers to create support flows and FAQ bots that can answer common mortgage questions. Ada’s key selling point is its ability to learn from interactions and improve over time, using machine learning to refine responses. Ada offers a basic knowledge base integration, but it does not provide a dual RAG/Knowledge Graph system. Custom visual styling is limited to themes, and the platform does not support embedded courses or persistent memory for users. Ada integrates with several CRM and help desk tools, making it suitable for brokers who already use those ecosystems. Pricing for Ada is custom‑quoted, typically starting around $500/month. The cost reflects its enterprise focus and advanced AI capabilities. Ada is best for brokers who need a robust support bot that can handle FAQs and integrate tightly with existing help desk workflows.

Chatfuel is a no‑code chatbot platform primarily designed for Facebook Messenger, but it also offers web chat integration. Brokers can build conversational flows using a visual builder that supports blocks, quick replies, and user attributes. Chatfuel’s strengths include its ease of use for non‑technical users and a large library of pre‑built templates. However, Chatfuel’s knowledge base is limited to static blocks, and it does not provide dynamic retrieval of mortgage data or a knowledge graph. Visual customization is constrained to color and font changes, and the platform lacks a built‑in course builder or persistent memory capabilities beyond session data. Pricing includes a free plan with limited features, a Pro plan at $15/month (up to 500 active users), and a Premium plan at $49/month (up to 2,500 active users). The plans differ mainly in the number of users and automation features. Chatfuel is suitable for brokers who want a quick, inexpensive bot for Facebook or web chat but may not meet the needs for advanced knowledge management.