AI Chatbot for Mortgage Brokers
Mortgage enquiries arrive at night, after a property viewing or a rate change, and the broker who replies first usually wins the client. SpideyChat trains an AI chatbot on your process and products and answers general questions instantly, 24/7, qualifying enquiries and booking calls while regulated advice stays firmly with your advisers.
Live demo — talk to it now
A real, working SpideyChat bot for Oakfield Mortgages, a sample mortgage broker business. Ask it anything a customer would — your bot answers from your business.
What a SpideyChat bot does for mortgage brokers
Answer process & eligibility questions
How the process works, what documents are needed, and general criteria — from your own content.
Qualify enquiries
Asks about the property, deposit, and timeline so your advisers spend their day on viable cases.
Book adviser calls
Captures contact details and preferred times, or points prospects straight to your calendar.
Route regulated advice
Answers general information only and hands anything requiring regulated advice to a qualified adviser.
Live in minutes, no code
- Step 1
Teach it your business
Crawl your website or upload your documents — it learns your content automatically.
- Step 2
Customize the widget
Set the name, welcome message, brand color, and quick-reply pills.
- Step 3
Paste one line of code
Drop the script tag on your site and the chatbot goes live instantly.
Frequently asked questions
- Will it give regulated mortgage advice?
- No. It answers general process and information questions from your content and routes anything requiring regulated advice to your qualified advisers.
- Can it qualify mortgage leads?
- Yes — it asks about the property, deposit, employment situation, and timeline so your team prioritises the strongest enquiries.
- Does it capture leads after hours?
- Yes. Most property research happens in the evening, and it captures those enquiries 24/7.
What people search for
This page answers the questions behind searches like these — all of them describe the same thing: an AI chatbot trained on your own mortgage broker business.
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