Loading…
Loading…
Financial services
Chatdek gives a mortgage and loan brokers website an AI assistant that answers visitors from your own information, around the clock. Explain your process and documents, capture inquiries and keep advice with your advisers. When someone needs a person, your team takes over the conversation from the Chatdek portal.
Mortgage and Loan BrokAI
Online - Replies instantly
10:24 AM
Powered by Chatdek
Audience
Built for mortgage brokers and loan advisers.
Answers
24/7
Booking
Pro and above
Languages
16
What it handles
Setup
Part 1 of 3
Add your how the process works, documents needed, what you charge, office hours and contact steps to the knowledge base.
Part 2 of 3
Set the assistant's tone and add topics to avoid, such as financial advice, rates or approval promises.
Part 3 of 3
Paste the install snippet on your website. Visitors ask questions in the chat, and your team picks up anything that needs a person.
Examples
Common questions about the process are answered with your wording.
Visitors learn what to prepare before the first call.
A visitor chooses a time for a call with an adviser.
A conversation, start to finish
Mortgage and Loan BrokAI
Online - Replies instantly
10:24 AM
10:25 AM
Powered by Chatdek
Related
Dental
Chatdek answers dental patients' questions 24/7 from your own information, books visits inside the chat and passes tricky questions to your front desk.
Open pageRestaurants
Chatdek answers diners' questions about menus, hours, location and dietary needs 24/7, and collects table, event and catering requests in the chat.
Open pageReal estate
Chatdek answers buyer and seller questions 24/7, collects their details as leads, books property viewings in the chat and hands serious inquiries to agents.
Open page