Returns Management for Mortgage Brokers on WhatsApp
Your mortgage brokerage loses work every time a WhatsApp goes unanswered. Our AI assistant guides customers through returns step by step — 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
Returns Management, handled automatically
Returns Management
The bot guides customers through returns step by step 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 guides customers through returns step by step
Every message is handled automatically and recorded for you.
Bring Returns Management 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 guides customers through returns step by step — 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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