AI-Powered Solutions for Mortgage Success
Deploy chatbots that handle loan inquiries, rate quotes, application status, and document collection. Close loans faster while providing the borrower experience that drives referrals.
- Deploy AI chatbots across 8 channels including WhatsApp, Messenger, and your website
- No-code visual builder with 30+ node types for complex conversation flows
- AI responses powered by GPT-4, Claude, and Gemini models
- Free plan with 300 chats per month — paid plans start at $19/month
- Live chat with human handover when customers need real help
Why Mortgage Companies Choose Conferbot
Join leading lenders closing more loans and improving borrower satisfaction with AI chatbots.
Connect with Your Mortgage Systems
Integrate with the LOS, CRM, and pricing platforms you already use.
- LOS integration
- Pricing engine connectivity
- CRM synchronization
Connect to 1000+ appsEverything You Need for Mortgage Excellence
Comprehensive tools designed specifically for mortgage companies to close more loans faster.
Rate Quotes
Instant rate estimates based on borrower profile. Capture leads while they're shopping.
Loan Pre-Qualification
Automated pre-qual assessment. Qualify borrowers before they talk to a loan officer.
Application Status
Real-time loan status updates. Keep borrowers informed throughout the process.
Document Collection
Secure document upload and tracking. Reduce chase time for missing docs.
Closing Coordination
Appointment scheduling and closing prep. Ensure smooth closings.
Post-Close Support
Payment questions and servicing inquiries. Support borrowers after closing.
Powered by leading AI models including GPT-4, Claude, and Gemini.
Get Started in Three Easy Steps
Deploy your mortgage chatbot with compliance-ready security. No coding required.
Choose Your Template
Select from our library of mortgage chatbot templates for leads, status, or document collection.
Customize & Connect
Personalize your chatbot and integrate with your LOS, CRM, and pricing engine.
Launch & Convert
Deploy on your website and landing pages. Start capturing and nurturing leads 24/7.
Trusted by Mortgage Professionals Everywhere
From independent brokers to national lenders, mortgage companies rely on Conferbot for borrower engagement.
Retail Lenders
Consumer-direct lending with online application support.
Mortgage Brokers
Multi-lender rate comparison and borrower qualification.
Wholesale Lenders
Broker support and loan status for wholesale operations.
Refinance Specialists
Rate monitoring and refi opportunity identification.
Mortgage Chatbot FAQ
Everything you need to know about implementing AI chatbots for mortgage. Get answers about compliance, integration, and lead conversion.
Conferbot's no-code visual builder uses condition logic and scoring nodes to guide borrowers through income, employment, credit, and property questions step by step. The chatbot scores responses in real time, instantly tells prospects whether they likely pre-qualify, and passes completed lead profiles directly to your loan officers for faster follow-up and conversion.
Conferbot's AI chatbot, powered by GPT-4, Claude, and Gemini, answers rate-related questions using your knowledge base articles around the clock. You upload current rate sheets or let the built-in web crawler pull them automatically, so borrowers always receive accurate, up-to-date estimates without waiting for a loan officer to respond manually.
Yes, Conferbot supports secure file uploads within the chat conversation using a dedicated file upload node. Borrowers can attach pay stubs, W-2s, bank statements, and identification documents during their application flow. Uploaded files are stored securely and automatically forwarded to your processing team via webhook or Zapier for immediate review and verification.
Conferbot integrates directly with Google Calendar and Outlook so borrowers can view available time slots and book consultations within the chat window. The chatbot collects preliminary loan details such as property type and purchase timeline before the meeting, giving your loan officers a complete borrower profile and eliminating scheduling delays entirely.
Conferbot connects to over 5,000 apps through Zapier and supports custom webhooks for direct data transfer to any system. When a borrower completes a pre-qualification flow, the chatbot automatically pushes lead data, uploaded documents, and full conversation transcripts to your CRM, keeping your loan pipeline updated without any manual data entry required.
Conferbot deploys simultaneously across 8 channels including WhatsApp, Messenger, Instagram, Telegram, Discord, Slack, Teams, and your website widget. Borrowers who prefer WhatsApp can ask rate questions, upload required documents, and book consultations without ever visiting your website, while all conversations sync to one unified dashboard where your team manages every borrower interaction.
Conferbot's knowledge base lets you add articles about loan programs, closing costs, and underwriting requirements, or use AI article generation to create them from existing content. The chatbot then uses GPT-4, Claude, or Gemini to deliver accurate, contextual answers to common borrower questions drawn directly from your approved content library.
Conferbot offers a free plan with 300 chats per month, which is ideal for smaller brokerages testing chatbot automation. Paid plans start at $19 per month and include additional channels, six analytics dashboard types, and team management features. No coding is required, so most mortgage lenders build and launch their first chatbot within a single afternoon.
Ready to Transform Mortgage?
Join leading mortgage companies using Conferbot to capture leads and accelerate closings.
Ready to Build Your
Chatbot?
Browse free templates for every industry and deploy in minutes. No coding required.
One Chatbot,
Every Channel
Your chatbot works seamlessly across WhatsApp, Messenger, Slack, and 6 more platforms. Build once, deploy everywhere.
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