Chatbot for Mortgage Brokers
A chatbot for mortgage brokers that qualifies borrowers while you’re in the middle of a closing.
55% of homebuyers use a hybrid of digital and in-person interactions when getting a mortgage. ClevrBot makes sure your website answers their questions and captures their contact info, even when you’re unavailable to pick up the phone.
Source: Fannie Mae 2024 Mortgage Shopping Survey via Scotsman Guide
See It In Action
A borrower asks about loan options. ClevrBot answers from your site content and captures their contact info.
Borrowers Don’t Wait for a Callback
Leads contacted within 5 minutes are 21x more likely to qualify than leads contacted after 30 minutes. When a borrower is comparing rates at 10 PM, they’re not waiting for you to open Monday morning.
Source: MIT Lead Response Management Study
The late-night rate comparison
A first-time buyer just got pre-approved somewhere else but they’re still shopping. They’re on your site comparing rates and programs before committing.
- Found you through Google or a referral link
- Wants to know what loan programs you offer
- Curious about your rates for their credit profile
- Ready to talk, but not ready to fill out a long form
The difference ClevrBot makes
Without ClevrBot:
- Browse your site, can’t find quick answers
- Stare at a generic contact form
- Leave and check a competitor’s site
- You see the lost traffic in analytics the next day
With ClevrBot:
- Ask about loan programs: instant answer from your pages
- Ask about down payment requirements: pulled from your content
- Feel confident you can help them
- Share their name and phone number so you can follow up
Your Pages Become Instant Answers
ClevrBot reads your existing website and uses it to answer visitor questions.
Loan Programs
Conventional, FHA, VA, jumbo, and other programs explained instantly from your service pages
“Do you offer FHA loans for first-time buyers?”
“What’s the minimum down payment for a conventional loan?”
Process and Requirements
Credit score thresholds, income requirements, and the application process answered from your content
“What credit score do I need to qualify?”
“How long does the approval process take?”
Lead Capture
Every conversation ends with a name and phone number you can follow up on
“I’m ready to get pre-approved”
“Can someone call me to go over my options?”
How It Works
Install the Plugin
Works with any WordPress theme.
Select Your Content
Choose which pages to index.
Start Capturing Leads
Answer questions 24/7.
Start Capturing Mortgage Broker Leads Today
100 free messages. No credit card required.