Suite 153 · Messenger & Instagram
Facebook and Instagram DMs, answered in minutes
Conversational AI for Facebook Messenger and Instagram DMs that replies to the messages your posts and ads generate, answers general questions, collects details with consent and books a loan officer, all inside the same CRM inbox as your other channels.
- Borrower Saw your post about first-time buyers. Is 3% down a real thing?
- AI assistant Hi! I’m the team’s AI assistant. Some loan programs allow low down payments for qualified first-time buyers, but what you qualify for depends on your situation. A loan officer can walk you through options. Want a quick call?
- Borrower Yeah but I work till 6.
- AI assistant No problem. Rosa has 6:30 PM on Thursday. Want it? I’ll need a phone number to send the confirmation.
- System Booked · contact created with source: Instagram post
How it works
How Facebook & Instagram DMs works, step by step
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Stage 1 of 4
Connect your pages
You connect your Facebook Page and Instagram professional account during onboarding, under your own business account.
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Stage 2 of 4
DM arrives
A comment-to-DM, an ad reply or a direct message lands in the CRM inbox with the post or ad it came from.
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Stage 3 of 4
AI replies
Answers general questions within the platform’s messaging rules, asks what the person is looking for and offers a call.
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Stage 4 of 4
Handoff and booking
Books the LO’s calendar or alerts a human to take over in the same conversation.
Compliance notes
Rules this channel lives by
General information to discuss with your compliance team, not legal advice.
Meta platform policies
Automated replies stay within Meta’s messaging rules and windows; promotional follow-ups outside them are not sent.
Housing ads category
Meta requires mortgage and housing ads to run in its special ad category with limited targeting. That is an ads setting your team controls; the AI never changes targeting.
AI disclosure
The first reply says it is an AI assistant.
Consent
Moving the conversation to text or phone requires the person’s agreement, saved on the contact.
More detail: our AI disclosure and the AI chat and texting compliance guide.
What a conversation looks like
Helpful, brief and handed to a human
The sample on this page is written by our team to show tone and guardrails: general information, no rate quotes, consent before follow-up, and a licensed loan officer for anything specific.
- Introduces itself as an AI assistant
- Declines rate, approval and advice questions politely
- Offers a specific time with a specific LO
- Saves a summary to the CRM
Honest limits
What it can do, and what it never will
It can
- Reply to Messenger and Instagram DMs
- Know which post or ad started the conversation
- Collect details with consent
- Book or hand off to a human
- Keep every message in the CRM inbox
It never will
- Quote interest rates, APRs or payments
- Pre-approve, approve or deny anyone
- Give loan, tax, legal or financial advice
- Pull credit or collect a Social Security number
- Pretend to be a human when asked
Setup
What we set up, with you
Done for you, trained on your group’s own information and approved by your team before it answers anyone.
- 01
Account access
You keep ownership of your Page and Instagram account and grant messaging access to the suite.
- 02
Platform rules
Replies follow Meta’s messaging policies, including the standard response window for automated messages.
- 03
Ad compliance
Your ads still need your compliance review; the AI only handles the conversation after someone messages you.
Pricing
AI Conversation Desk: $289/mo
Per suite, shared by every LO and inbox in the group. One-time setup $690. Or get AI Engine Complete (receptionist + conversation desk) for $529/mo, or $449/mo with any Suite plan.
Ask the front desk
Questions about Facebook & Instagram DMs answered
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YouCan AI answer Facebook and Instagram DMs for loan officers?
Funnel Suite teamYes, within Meta’s messaging policies. The AI replies to messages people send your Page or Instagram professional account, answers general questions, collects details with consent and books or hands off to a licensed LO.
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YouDoes it post or comment for us?
Funnel Suite teamNo. It only replies to direct messages. Posting stays with your team (or our social content add-on if you ever choose one).
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YouDo we need a business account?
Funnel Suite teamYes: a Facebook Page and an Instagram professional account that you own.
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YouWhat about Meta’s housing ad rules?
Funnel Suite teamMortgage ads on Meta must run in the special ad category for housing with restricted targeting. That is set in your ads account; the AI only handles conversations after someone messages you.
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YouCan each LO have their own Instagram connected?
Funnel Suite teamYes, if the LO has a professional account and your company policy allows it. Messages route to that LO’s pipeline.
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YouWhat does it cost?
Funnel Suite teamPart of the AI Conversation Desk with website chat, SMS and TikTok. See pricing below.
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YouWill it reply to everyone?
Funnel Suite teamIt replies to new messages within the platform’s allowed window. Spam and abusive messages can be filtered.
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YouCan a person reply instead?
Funnel Suite teamYes. A human can take over any conversation in the CRM inbox at any time.
No question matches that. Search the help center or ask us directly.
Hear Facebook & Instagram DMs trained on your branch
On the walkthrough we’ll show a sample conversation built from your own website content and your rules for handoff.
Free 30-minute walkthrough · no obligation · reply within 1 business day
