AI Engine · $69/mo
A mortgage website chat that answers at 11 pm.
Borrowers browse in the evening. The chat widget on your site answers general questions from your approved content, offers the right calculator or program page, and books a call when they are ready.
Never quotes rates Human hand-off Trained on your information
What does a website chat conversation look like?
Short, friendly and honest. The assistant says it is AI, answers general questions from your approved content, declines anything that needs a licensed loan officer, and books time with you. Every conversation is saved to your CRM.
It can
- Answer general questions about your programs and process
- Link to the right calculator, page or application
- Collect contact details with consent
- Book a call on your calendar
- Hand the conversation to you live when you are online
It cannot
- Quote rates or payments
- Decide eligibility or approval
- Ask for SSNs, account numbers or documents
- Answer outside your approved content
Borrower: Do you do VA loans?
AI assistant: Yes. Casey works with veterans and service members on VA purchase and refinance loans. This page explains eligibility and the Certificate of Eligibility: /va-loans/. Want me to set up a quick call with Casey?
Borrower: Maybe. Is there really no down payment?
AI assistant: Eligible borrowers with full entitlement can often buy with no down payment, but Casey confirms what applies to you. I can book 15 minutes. What day suits you?
Lead saved with consent · Call booked Thursday 6:30 PM
Set-up
How the Website chat is set up
Usually live within three business days of your onboarding call.
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01
Train
Your site, programs and FAQs become its knowledge.
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02
Style
The widget matches your design and opens on any page.
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03
Hand-off rules
Live takeover when you are online, booking when you are not.
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04
Go live
Conversations land in your CRM inbox.
Consent and compliance for website chat
Disclosure
The widget says it is an AI assistant and links to your privacy policy.
Consent before follow-up
Contact details are only used for follow-up after the visitor agrees, with wording your compliance team approves.
Approved content only
Answers come from your approved knowledge base; unknown questions go to you.
General information for marketers, not legal advice. Your compliance team approves the wording before launch.
Website chat pricing
Website chat is $69 a month, with no set-up fee. Take every channel with AI Engine Complete (all channels) for $329/mo, or bundle it with a website plan.
All AI Engine prices and bundlesOther channels, same brain
Learn more: AI receptionists for loan officers · AI replies across DMs and SMS
Help desk
Website chat: questions loan officers ask
01Is a chat bot worth it for a loan officer site?
It helps visitors who would not call or fill in a form, especially after hours. It answers simple questions and books the conversations that need you.
02Will it slow my site down?
The widget loads after the page and only when needed, so your page speed stays intact.
03Can I take over a chat?
Yes. When you are online you can jump into any conversation from your phone.
04What if it does not know an answer?
It says so, offers to connect the visitor with you, and logs the question so we can add an approved answer.
05Does chat work with the AI Receptionist?
Yes, they share one brain and one inbox. A chat can even end with "call me now" and transfer to the receptionist or you.
06How much is website chat?
See the price card on this page. Website chat and SMS together cost less than buying them separately.
07Is chat data private?
Conversations are stored in your CRM inbox. We do not sell or share them.
08Can visitors use it on mobile?
Yes. The widget is designed for phones first, with a clear close button.
Never miss a message again.
We train it on your information, set the guardrails and connect it to your CRM. You stay in control of every licensed conversation.
