Customer Onboarding for Mortgage Brokers on WhatsApp
Your mortgage brokerage loses work every time a WhatsApp goes unanswered. Our AI assistant walks new customers through getting started — 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
Customer Onboarding, handled automatically
Customer Onboarding
The bot walks new customers through getting started 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 walks new customers through getting started
Every message is handled automatically and recorded for you.
Bring Customer Onboarding 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 walks new customers through getting started — 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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