Built For Mortgage Brokers
Most mortgage enquiries are the same handful of questions (rates, criteria, fees, paperwork) asked at evenings and weekends when no one's at the desk. FastBots learns your process and your panel of lenders once, then handles those questions around the clock and captures the enquiry so an advisor can follow up.
Providing AI Chatbots to Trusted Brands Around The World
Respostas rápidas
A mortgage chatbot is a website assistant trained on your brokerage's process, fees, lender panel and FAQs. It answers general enquiries from prospects 24/7 (things like how the process works, what documents are needed and whether you work with self-employed applicants) and captures contact details so an advisor can follow up. It does not give regulated mortgage advice.
No. The chatbot handles the repetitive front-end questions and qualifies the enquiry, but every actual recommendation, suitability decision and product comparison still goes to a regulated advisor. Think of it as the bit of the conversation before someone is ready to talk to a human.
No, and that's by design. You'd configure the bot to never quote a specific rate, product or maximum loan, because those depend on individual circumstances and lender criteria. Instead it explains how rates and affordability work in general terms and routes the enquiry to an advisor.
Most brokers can have a working bot in around an hour. You point it at your website, add any extra notes on your process and fees, set the guardrails so it never gives regulated advice, and paste one line of code into your site. From there you can keep refining as you see real conversations come through.
Por que o FastBots
First-time buyers and remortgagers often start their research in the evening. The bot answers their process and criteria questions at 9pm so you're not playing voicemail tag the next morning.
When a conversation looks serious, the bot asks for name, contact details and a short note on the scenario (purchase, remortgage, buy-to-let or product transfer) and emails it straight to your team.
You set the rules. The bot is configured to never recommend a rate, product or lender, and to always pass anything that looks like advice through to a regulated advisor.
Crawl your website, drop in your fee menu and lender panel notes, and the bot answers from your own content: not generic guesses about how mortgages work.
On Business plan and above, Live Chat lets an advisor jump in when the visitor has a specific case. The full transcript is visible so they don't have to ask the same questions again.
Connect your CRM via Zapier MCP and the bot can write a captured enquiry straight into your pipeline during the conversation. Prefer something simpler? A Zapier or Make workflow can route the lead once the chat ends instead. Either way, no copy-paste between systems.
Around 95 languages are supported, which helps if you work with expat clients, overseas investors or non-native English first-time buyers.
FastBots starts as an AI chatbot trained on your site. Turn on live internet search or connect your tools via Zapier MCP and it works more like an AI agent: gathering scenario details over several turns and, when you've connected the app, taking real actions like writing the enquiry into your CRM mid-conversation. You can still route leads after the chat with a Zapier or Make workflow if you prefer.
Cenários reais
Explains deposit basics, the steps from agreement-in-principle to completion, and what documents to start gathering, without quoting a borrowing figure.
Walks returning clients through the remortgage timeline and how product transfers work, then books them in with their existing advisor.
Answers the constant 'do you work with self-employed applicants?' question with a clear summary of what lenders typically look for, before passing to an advisor.
Sets expectations on deposit, rental cover and limited company structures so investor enquiries arrive with the basics already in hand.
Confirms whether you charge a fee, when it's payable and what's included, the question that most often kills enquiries before they start.
Tells applicants which documents they'll typically need (payslips, SA302s, ID, bank statements) so they arrive at the fact-find prepared.
Catches enquiries that come in at 10pm on a Sunday, captures the scenario and emails your team so the first call on Monday is already warm.
When a prospect has a specific affordability question, an advisor can claim the conversation in real time on the Business plan and take it from there.
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Configuração
Add your website URL and FastBots crawls your service pages, FAQs, fee menu and any process guides. You choose which pages to include and which to skip.
Voz da Câmara
Calm, plain English and reassuring; big-money decisions make people nervous. Never quote a specific rate, product, lender or maximum borrowing amount, and always hand anything that resembles advice over to a regulated advisor.
Tell the bot what it can and can't do: no specific rates, no product recommendations, no advice. Add the fallback message that hands off to an advisor when a question crosses the line.
Drop the embed snippet into your website and the chat widget goes live. Hook up lead notification emails, and connect your CRM via Zapier MCP if you want the bot to write enquiries into your pipeline during the chat. A Zapier or Make workflow after the conversation works too if you'd rather keep it simple.
Comparação honesta
Most brokerages already handle out-of-hours enquiries one of three ways: a generic website contact form, a phone-based answering service, or voicemail. Here's how FastBots stacks up for the kind of questions mortgage prospects actually ask first.
FastBots A partir de US$ 39 por mês | Serviço de atendimento telefônico Por chamada ou mensalidade | Formulário de contato do site Gratuito, mas lento | |
|---|---|---|---|
Answers Process & Criteria Questions Without waiting for a callback | Yes, instantly from your own content | Usually just takes a message | No - visitor has to wait |
Disponível à noite e nos fins de semana Quando a maioria das consultas realmente chega | 24 horas por dia, 7 dias por semana | Depends on the contract | Form sits in inbox |
Captures Enquiry Details Name, contact, scenario | Yes, emailed straight to your team | Yes, by phone notes | Yes, but minimal context |
Stays Inside Compliance Guardrails No regulated advice given | Sim you configure the rules | Depends on the operator | Não se aplica |
Hands Off To A Real Advisor Mid-conversation | Chat ao vivo no plano Business e superiores | Routes the call onward | -No |
Envia leads para o seu CRM Twenty7tec, Iress, Salesforce etc. | Via Zapier or Make workflows | Usually manual | Copiar e colar manualmente |
Comparison reflects typical alternatives. Other tools may differ, so always check current pricing and features before deciding.
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Build Your First Mortgage Bot Free.
Plano gratuito, sem necessidade de cartão de crédito. Crie seu primeiro chatbot em poucos minutos.
Que dia incrível! Ainda não usamos o software há muito tempo, mas hoje ele nos ajudou a gerar nosso primeiro lead. Estou muito impressionado com o potencial do software. Obrigado!
Tem alguma dúvida?
As perguntas mais frequentes antes das equipes se inscreverem. Se a sua não estiver aqui, nossa equipe de suporte responderá em poucas horas nos dias úteis.
No. FastBots is an information and enquiry-capture tool; it can't and shouldn't give regulated mortgage advice. You configure it to answer general questions about your process, fees, criteria and documents, and to hand anything that resembles advice over to a qualified advisor. The page should make that boundary clear to the visitor too.
We strongly recommend setting it up so it doesn't. Rates and affordability depend on individual circumstances and live lender criteria, so the safest pattern is to explain how the process works in general terms and route the prospect to an advisor for any number. You write the fallback wording yourself in the Tune AI area.
Not as a fixed native integration, but you have two routes. The simplest is a Zapier or Make workflow that creates a new lead record in most mortgage CRMs once the chat ends. If you want the bot to act during the conversation, connect your CRM via Zapier MCP and it can write the enquiry into your pipeline right there in the chat, as long as you've connected that app. The after-the-chat workflow stays as the lighter-touch option if you'd rather keep things simple.
No. It removes the most repetitive front-end questions (fees, process, criteria, document checklists) so your team spends less time on the same five conversations. The actual fact-find, suitability work and case management still sits with your people.
Keep the bot focused on light-touch contact details: name, email, phone and a short note on the scenario. Don't use it to collect bank details, full personal financial information or document scans: that belongs in your secure fact-find process. Our data handling is GDPR compliant.
Yes, on the Business plan and above. Live Chat lets an advisor claim an in-progress conversation, see the full transcript and reply in real time. You can set availability hours so it's only offered when someone is actually around to pick up.
You set a fallback message (something like 'I'm not sure on that one, let me pass you to an advisor') and offer to capture the visitor's details. The Knowledge Assistant on Business plan and above also flags unanswered questions so you can add the right content and improve future answers.
There's a free plan with 1 chatbot and 50 messages a month, which is enough to build and test something on your site. Paid plans start at $39/month, and Live Chat for advisor handover sits on the Business plan at $89/month. See the live pricing page for current limits.
Around an hour for a usable first version. Crawling your site, writing your guardrails, customising the lead form and pasting the embed snippet into your website are all quick. Refining the answers and the tone is something you do over the first couple of weeks as real conversations come in.
Yes. You can train it on your remortgage and product transfer pages so returning clients get a clear overview of timing, documents and the next step. For anything specific to their case, it routes them back to their advisor rather than trying to answer it itself.
Build a mortgage chatbot on the free plan, see how it handles real questions from your website, and only upgrade when you need more.
