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Find the right mortgage for your customers

Collecting the information needed to find the best mortgages for a client and subsequently progressing the application has typically been a manual, laborious and time-consuming task.

Bring that process to life with a chatbot on the ubisend platform.

Allow your clients to provide the information to you in a conversational manner by building a conversation flow designed to obtain the information you need to find the best deal for them.

Once you have the information, there are several things you can do with it, such as:

  • write it to a spreadsheet, making it easy for you to manage and supply to third-parties as and when required, or perhaps,
  • integrate with a mortgage provider, or aggregator's quoting engine to send the data in real-time and get instant quotations.

Once your client has found the right mortgage, why not allow them to continue the chatbot journey and allowing them to upload their supporting documentation directly through the chatbot interface.

A chatbot from ubisend can automate your most laborious processes freeing up time for you to concentrate on the things that matter.

You clients will love it too!