Designed To Help Loan Officers Stand Out In Front Of Realtors And Build Referral Partners

One of the biggest sources of a realtor’s business should be referrals from past clients.

The most important key to getting referrals is to provide a great experience.

Partnering with a trusted mortgage partner is the most important way to ensure a consistent, lights-out experience for the homebuyer.

That's where the virtual assistant comes in...

Streamline Your Commercial Loan Process!

Welcome to the next level of commercial loan assistance!

Our automation tool is crafted to provide you with a seamless and efficient way to navigate through your loan options, schedule appointments, and get all the information you need with ease for your new clients.

Here’s how our chatbot can transform your commercial loan experience:

Welcome Message: Start your journey with our chatbot with a warm greeting that introduces you to our services and guides you on how to easily navigate our system to find the best loan options for your needs.

Convenient Information Access (6 Keywords):

• Message is About, About Us, or Information: Quickly learn more about our company, our expertise in commercial loans, and how we can assist you in securing the financing you need.

• Message is Hours or Open Hours: Find out when our team is available to answer your questions and provide live assistance, ensuring you can reach us at convenient times.

• Message is Location, Address: Get our office location details instantly, making it easy to visit us for in-person consultations.

• Message is Contact Us, Contact, Contacts, Reach Out, Live Chat: Easily access our contact information to get in touch with our loan experts directly.

• Message is Loan Types, Loans, Loan Info, Loan Help: Receive detailed information about various loan types we offer, helping you understand which options best fit your business needs.

Efficient Interaction Flows (18 Flows):

• Loan Types & Ask a Question: Explore specific loan options or ask any questions you may have. Our bot provides tailored responses to ensure you have all the necessary information.

• Schedule an Appointment & Schedule a Callback: Book an appointment directly through the chat or request a callback at a time that suits you, making it easier to discuss your loan options with a specialist.

• Contact Us & Website Chat Optin: Opt-in to chat via our website for a more integrated experience or use the contact flow to connect with us through traditional methods.

• Open Hours & Location Repeated Access: Revisit our operational hours and office location details anytime during your interaction, ensuring you always have access to this essential information.

• Default Reply: No matter the question, receive a helpful response that will direct you to the right information or next steps.

Marketing and Outreach:

• Growth Tool #8 Opt-In Message & Flyer Scan Image: Engage with our marketing materials through a unique opt-in message linked to a flyer scan feature, allowing you to receive special offers or additional information seamlessly.

Simplify the process of obtaining a commercial loan, providing you with fast access to information, easy appointment scheduling, and direct contact with loan specialists.

Engage with us today and experience how we make commercial financing easier for you!