Conversational AI Accelerates
Mortgage Loan Processes


Mortgage Chatbots are one of the most promising use cases of human-machine interaction in the mortgage industry. Technically speaking, these are software processes that help automate a task (such as loan processing, providing information about a lender, customer service, etc.) while in conversation with the end-user, serving to them dynamically and personalized.

Learn About On-Demand Support with AI-Powered Chatbots

Automate these repetitive tasks to reduce errors and improve productivity.

  • Automate loan advisory - Understand the intent of users in real-time and provide relevant information.
  • Mortgage calculator -There are many mortgage providers available online, so you have to engage mortgage seekers as quickly as possible.
  • Fast track pre-approval - Collect bank statements, credit reports, and other documents; analyze candidates to give preapprovals.
  • Automate mortgage applications – Collect purchase agreements, asset documentation, etc. through conversations.
  • Quick data processing - AI mortgage chatbot can collect, remember, and recall information at any given time. This adds exceptional pace to the data processing along with unmatched accuracy.
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Conversational AI  can help you achieve these objectives effectively

Artificial intelligence and machine learning can streamline and simplify the end-to-end process while delivering an improved consumer experience. Conversational AI, more popularly known as chatbots, can help you make the process more efficient, increase customer engagement and reduce risk from the mortgage loan process.

Visit our Fintech blog series to discover how companies can use Conversational AI to accelerate mortgage loan processes effectively. 

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Chatbots Offer More Than A Conversation

Lead Generation

Convert website visitors into engaged leads using Intelligent Prompts. Provide value by guiding users about relevant financial services, and prevent users from dropping off by addressing common FAQs.

Drive Lead Generation and Improve Conversions

Customer Care

Provide instant support to your customers on their preferred communication channels. Reduce 90% customer care costs by automating frequently asked L1 queries. Deliver extraordinary customer experiences while simultaneously deflecting traffic from other expensive channels such as phone.

Offer Chat-Based Customer Care - Web & Messaging
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Prebuilt and optimized Smart Skills can accelerate your implementation. Discover an ROI in just a few months.

Smart Skills

Financial Lending

Industry rich AI and Natural Language Understanding (NLU) pre-built skills, crafted by Conversation Designers to not only solve your key business problems but also reduce the time-to-market.

Seamlessly design a virtual agent by importing smart skills derived from key learnings & best practices, custom-made for your industry after analyzing 3 million+ conversations.

You can choose from our comprehensive library of Smart Skills custom-made for the mortgage and fintech industries.

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Review our library of Financial Lending Smart Skills
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Smart Skill: Financial Lending

Mortgage Rates

This Smart Skill will help the user with the applicable mortgage rates.


Watch the video to experience how the chatbot steps the prospect through a series of questions that help qualify them for a loan or refinance.

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Power the entire customer journey with a digital assistant - from acquisition to support. Drive mortgage loan applications and save up to 60% in customer support costs through Live Chat & Conversational Intelligent Virtual Response.

Start your conversational commerce journey with Haptik

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