Appointment Booking for Mortgage Brokers on WhatsApp
Your mortgage brokerage loses work every time a WhatsApp goes unanswered. Our AI assistant books and confirms appointments automatically — instantly, 24/7 — so buyers exploring financing always get a reply, and every interaction lands in your dashboard and Google Sheet.
Why mortgage brokers use it
Appointment Booking, handled automatically
Appointment Booking
The bot books and confirms appointments automatically for your mortgage brokerage, in your brand's voice.
Instant & accurate
Answers buyers exploring financing in seconds using your real prices and policies — no guesswork.
Logged automatically
Every message and outcome is saved to your dashboard and Google Sheet.
How it works
Live in three steps
Link your number
Scan a QR to connect the WhatsApp number your buyers exploring financing already message.
Add your details
Enter what your mortgage brokerage offers, prices and policies, and how the bot should behave.
It books and confirms appointments automatically
Every message is handled automatically and recorded for you.
Bring Appointment Booking to your mortgage brokerage
Start now or ask for a quick demo — on WhatsApp.
FAQ
Questions, answered
The AI reads each WhatsApp message from buyers exploring financing, understands the request, and books and confirms appointments automatically — using the services, pricing and policies you set. Every interaction is saved to your dashboard and Google Sheet.
No. You keep your existing number and link it by scanning a QR code.
Yes — create users under your mortgage brokerage's account so staff can manage conversations and your API.
It tells the customer a team member will follow up and flags the chat for you.
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