Simplify Lead Management for Mortgage Professionals
Let our AI bots schedule and manage your mortgage lead appointments effortlessly.
RESPOND TO EVERY MESSAGE:
24/7, LEAD OR CUSTOMER, WE’VE GOT YOUR BACK
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
Pricing
Standard Plan
$497
PER MONTH
+ $350 ONE-TIME SETUP FEE
- 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.
$997
PER MONTH
+ $750 ONE-TIME SETUP FEE
- 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
$1497
PER MONTH + $1500 SETUP FEE
DEPENDING UPON CUSTOM BUILD
- 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
Supportive
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
Community
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
Frequently Asked Questions
Got questions? We have answers.
What is CharlieChat?
How does it work?
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?
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?
Can I resell CharlieChat?
Does CharlieChat affect website performance?
What websites does CharlieChat work on?
Are they any fees?
How much does CharlieChat cost?
Our prices vary by plan. Visit our CharlieChat Pricing Page to Learn More.
