Simplify Lead Management for Mortgage Professionals

Let our AI bots schedule and manage your mortgage lead appointments effortlessly.


Transform Your Mortgage Business With Faster Lead Follow-Up

The Future Of AI-Powered Conversations.

Qualify, Handle & Book Incoming Leads Automatically From:


Instagram Direct Message

Live Web Chat Widget

Auto SMS Replies

Auto Email Replies

Auto Whatsapp Reply

Use Cases Of Our Chatbot for Mortgage Professionals

Lead Generation and Qualification

Scenario: A potential client visits your website or contacts you via social media, email, or SMS, looking for information on mortgage options.

How the Chatbot Helps:

  • $Immediate Engagement: The chatbot engages with the visitor instantly, welcoming them and asking pertinent questions to understand their needs.
  • $Data Collection: It collects essential information such as the type of mortgage they're interested in, their financial situation, and contact details.
  • $Lead Qualification: It qualifies leads based on predefined criteria, such as credit score and income level, ensuring only serious prospects are forwarded to human agents.
  • $Benefit: Saves time and ensures that your sales team only spends time on high-quality leads, increasing the chances of conversion.

Personalized Mortgage Advice

Scenario: A client needs personalized advice based on their unique financial situation and is unsure which mortgage options best suit their long-term financial goals.

How the Chatbot Helps:

  • $Interactive Conversations: The chatbot can ask detailed questions about the client’s financial history, goals, and preferences.
  • $Tailored Recommendations: Based on the client’s responses, it provides personalized mortgage product recommendations that best fit their needs.
  • $Benefit: Increases the likelihood of the client choosing your services by providing them with customized solutions, demonstrating a deep understanding of their needs.
  • $Scalability: Handles an unlimited number of interactions simultaneously, supporting business growth without the need for additional staff.

24/7 Customer Support

Scenario: Clients often have questions about the mortgage process, rates, and eligibility outside of business hours.

How the Chatbot Helps:

  • $Always Available: The chatbot provides instant answers to common questions, such as “What documents do I need to apply for a mortgage?” or “What are the current interest rates?”
  • $Comprehensive Knowledgebase: It accesses a well-maintained knowledgebase to provide accurate and up-to-date information.
  • $Escalation to Human Agents: For more complex queries, it can schedule a callback or forward the question to a human agent for follow-up.
  • $Benefit: Enhances client satisfaction by providing immediate assistance, reducing frustration from waiting for business hours.

Proactive Follow-Up & Engagement

Scenario: Keeping in touch with clients post-application to ensure satisfaction and gather feedback.

How the Chatbot Helps:

  • $Automated Follow-Ups: The chatbot can send automated follow-up messages to clients, checking in on their satisfaction and offering additional assistance if needed.
  • $Feedback Collection: It can collect feedback on the client’s experience, providing valuable insights for continuous improvement.
  • $Cross-Selling and Upselling: Suggests additional services or products that may benefit the client based on their profile and interaction history.
  • $Benefit: Maintains ongoing engagement with clients, fostering long-term relationships and increasing lifetime value.

We Integrates With

One AI Platform For All Your Customer Interactions

Manage and respond to leads and customers across all channels-live chat, Facebook, Instagram, Google My Business-with one powerful AI. Seamlessly handle communications to ensure no message is missed.

Engage Instantly:
Transform Your Pipeline
Into Constant Conversion

Ensure every lead is instantly engaged with our AI, providing quick, kind, and thorough responses 24/7. Enhance customer experience and boost conversion rates effortlessly.

Deliver Effortless
Customer Support

Provide exceptional customer support around the clock. Our AI handles queries with a human touch, reducing response times and increasing customer satisfaction.

AI Chatbot That Works 24/7 & Never Goes On a Break!

After 6+ months of rigorous research, brainstorming, and real word testing , we have crafted a an AI System designed to revolutionize customer service and appointment scheduling.

  • Collects Lead Information such as name, email, phone number, project size, location, time zone
  • Qualifies Incoming Leads for Right Offer
  • Books a Real Time Appointment with your Lead and Auto-Updates your Booking Calendar
  • Stores your lead's Information in Al CRM to launch tailored marketing campaigns depending upon lead type and lead stages!

Tons of Messages, But Short On Time?

Streamline your communications, save time, and drive your business towards greater profitability with Top Level 360 Conversational AI Bot: Charlie Chat.

Before Charlie Chat

  • Manually Respond To Every Inbound Lead
  • Slow Respone Times
  • Wasted Time & Energy
  • Working Afterhours
  • Limited Brand Accessibility
  • Manually Answer FAQs, Book Appointments & Update Contacts
  • Decreased Sales
  • Deal With Poor Quality Leads

With Charlie Chat

  • Automatically Respond To Multiple Leads At Once
  • Instant Responses
  • Dedicate Time & Energy Elsewhere
  • Coverage 24 Hours Per Day, 7 Days Per Week, 365 Days Out Of The Year
  • Increased Brand Trust
  • Automate Small Time Consuming Tasks
  • Increase Sales & Conversions
  • Qualify Every Inbound Lead On Autopilot


Standard Plan

Perfect for small businesses looking to streamline their lead-handling operations.




  • Up to 200 Leads per Month
  • Basic AI Customization
  • Email Support
  • Monthly Performance Report
  • 24 Hours Follow-Up
  • FAQ Handling
  • + $350 One-time setup fee

Professional Plan

Ideal for businesses ready to scale up their lead generation process.




  • Up to 500 Leads per Month
  • Advanced Al Customization
  • Phone and Email Support
  • Monthly Performance Report
  • Advanced Follow-Up
  • Complete FAQ Handling
  • + $750 one-time setup fee

Enterprise Plan

Designed for large enterprises that need a comprehensive Al lead management solution.




  • Unlimited Leads per Month
  • Full Al Customization
  • 24/7 Priority Support
  • Weekly Performance Report
  • Full Integration Support
  • Complete and Advanced FAQ Handling
  • Custom Follow-up Sequences

Designed To Give You Real Results


Our Support Team is here for you if you need any help. Reach out and one of our experts will be there in no time!

Help Library

Hundreds of help articles and guides directly from the ZappyChat team so you can leverage conversational AI to the max.


Collaborate, connect and grow alongside other marketers, coaches and agency owners like yourself.

Packed With Resources To Help You With Generating Unlimited Leads For Any Businesses

Charlie Chat Al

  • Fully Customizable Chatbot
  • User-Friendly Design
  • Customizable Theme
  • Multiple AI Providers
  • Dynamic Customizable Prompts
  • Gather Information & Create Contacts
  • Enhanced Training
  • Goal Training
  • Update CRM Fields
  • Appointment Booking

Live Chat Widget

  • Live Chat On Any Website
  • Personalize Appearance
  • Gather Contact Information
  • Boost Conversions
  • Engage All Visitors
  • Customizable Personas
  • Answer FAQs
  • Qualify Leads
  • Appointment Booking

Ready To Supercharge Your Conversions

Join in and find out why so many entrepreneurs are joining the AI revolution.

Frequently Asked Questions

Got questions? We have answers.

What is CharlieChat?
CharlieChat is an AI platform with everything you need to build, manage, and resell conversational AI agents.
How does it work?
CharlieChat works by connecting your lead conversations to your choice of large language model so you can have AI respond to any and all messages. The centralized platform makes it easy to build your own AI agents for every kind of situation.

The AI can respond across multiple channels including Chat Widget, SMS, Facebook Messenger, Instagram, WhatsApp and more. Once your account is set up it is easy to create and customize unlimited AI agents for you or your clients.

Do I have to be available all the time to offer online chat support?
NO. CharlieChat uses the intelligence from OpenAI to send customers helpful and automatic messages. You can also send automated responses to frequently asked questions, so you can respond to customer inquiries even when you’re offline.
How long will it take to implement CharlieChat on my website?

NO. CharlieChat uses the intelligence from OpenAI to send customers helpful and automatic messages. You can also send automated responses to frequently asked questions, so you can respond to customer inquiries even when you’re offline.

What languages are supported?
Since CharlieChat runs on advanced large language models, the AI can operate in over 80 different languages.
Can I resell CharlieChat?
CharlieChat is designed to be white-labeled and resold so that you can resell AI agents at any price.
Does CharlieChat affect website performance?
CharlieChat is one of the lightest and fastest live chat software solutions available. The app loads asynchronously, so it doesn’t impact your resources. As a result, you won’t notice a drop in your website’s performance.
What websites does CharlieChat work on?
CharlieChat agents can be deployed on any website builder just by adding a string of code copied from the CharlieChat app.
Are they any fees?
CharlieChat does not charge any usage fees. In the app, you have the option to use a CharlieChat API key to cover all costs or to use your own API key to get the messaging at cost directly from the provider.
How much does CharlieChat cost?

Our prices vary by plan. Visit our CharlieChat Pricing Page to Learn More.

What makes CharlieChat different from other Al chatbots?
CharlieChat is a completely customizable AI that can have full conversations with the lead and book directly onto your calendar. Plus, there are no hidden usage charges!
What platform does it chat with clients on?
CharlieChat AI can chat with clients on various platforms like SMS, Facebook, Instagram, WhatsApp, and Live Chat Widgets.
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