← All projects
Standalone Project
Mortgage Broker FB Messenger Chatbot Design & Implementation
A mortgage inquiry chatbot that qualified leads and routed serious prospects to personal consultations.
Clients & sponsors
1 relationshipProject details
Capabilities and tools
Supporting work
Tools used
Case study
How the work came together
Work summary
A custom Facebook Messenger mortgage chatbot was developed to guide prospects through the information-gathering phase of the lending journey. The chatbot created a low-friction entry point for mortgage inquiries, allowing potential clients to share basic requirements and questions without needing to commit to a phone call immediately. The bot qualified leads by understanding their needs and routing qualified prospects to Anne Amanda for personal consultation, effectively turning chat engagement into qualified deal flow.
