Mortgage Chatbot

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So our best method at the moment for generating mortgage leads is through having a conversation with the potential customer. So what we do is we run a Facebook ads, and we put an advert in their news feed on Facebook. And we can target people that are have been interacting with content related to mortgage. So let’s say we’re going after every mortgage, we want to remarket leads, we can target those people that’s really easy. And then we create the ad we get them to click through to the website, rather than say like a sales page. We get them to drop into Facebook Messenger and we say that you can chat to an advisor now this conversation is automated, so you don’t need to do anything. We’ve scripted everything and we’ve been working on this for over six months and we’ve got it working really well. We lead the conversation with the customer we asked the questions that you need. So you can have input if you want specific information, you can ask us and we will adjust the script to will ask the customer that all the answers and then pulled into a CRM. So normally when you

HubSpot CRM. But if you’ve got a CRM already, we can use that. And it basically what happens when they finished the whole conversation, they’ll book in a phone call with you. And this is all advertised as your brand as you. And then basically you get an email, and you get all the information, all the answers and you get, you know, when they want to call back, they’re expecting a call from you. And they’ve had a bit of a conversation with you already, and you’ve got all that information you need. So I’m going to dive in quickly show you how that works. Okay, so we’re in Facebook. So what would have happened is they would have seen an effort in their newsfeed and your normal sort of Facebook user newsfeed and then it will get them into a chat where it would start off and we’ll ask them why they want to remove this. This is obviously for remarketing. So let’s say for a better deal,

and then the response is automated. Like I said, we have scripted it

and as you can see, we ask you the

Questions. And essentially, this whole conversation now is automated. As you can see, the response comes back automatically. And then we’re populating those answers for you. So again, we are their scripts can be custom, or you can use the ones we’ve got at the moment. You can see the product. This is a test account on sale, tried a few things. So there’s me, that’s my facebook account that I would normally just see one product here. So I mean, say I looked at better mortgage deal. And you can get my age Are these all the answers that I had to the equity release question, but basically all the answers to the questions get pulled in. And so we are things that are the got access to the credit report,

deposit, get my email, employment status, my income.

And basically these questions that you ask our customer and everything’s pulled in. So when you are arranging that phone call back to the lead, you’ve got all that information there and then you can obviously take it from there.

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