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Suite 152 · Website chat

Website chat that books the call

AI website chat for mortgage websites that sits on every company, branch and loan officer page, answers general questions from your approved knowledge, captures the visitor’s details with consent and books the right LO.

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Website chat · VA pageSample conversation
  1. AI assistant Hi! I’m the AI assistant for this site. Questions about VA loans, or want to book time with a loan officer?
  2. Borrower Do I need a down payment for VA?
  3. AI assistant Many VA loans don’t require a down payment, but eligibility and terms depend on your service history and situation. A loan officer can check your specific case. Want me to book a call with Andre? He works with a lot of veterans.
  4. Borrower Sure, can someone just call me today?
  5. AI assistant I’ll ask Andre to call. What’s the best number, and is it OK to text you a confirmation?
  6. Loan officer Hi, Andre here, I saw your chat. Calling you in 5 minutes.
Sample chat on a VA loan page. Illustrative sample written by our team; not a real borrower.

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
What the AI Never Does: No rate quotes, No approvals, No loan advice, Hands off to a human. Infographic with Tolly the puffin.
What the AI never does: no rate quotes, no approvals, no loan advice; it hands off to a human.

How it works

How Website chat works, step by step

Tolly beside a giant chat bubble with a typing indicator

  1. Stage 1 of 4

    Visitor opens chat

    The widget knows which page it is on, so on Maya’s page it offers Maya’s calendar and on the VA page it knows the visitor is reading about VA loans.

  2. Stage 2 of 4

    Answers from your knowledge

    Programs, process, documents, hours and locations, from the same approved knowledge base as the receptionist.

  3. Stage 3 of 4

    Captures the lead

    Name, contact details, goal and consent, then creates the contact in the right pipeline with page and campaign attached.

  4. Stage 4 of 4

    Books or hands off

    Books the LO’s calendar, or flags the conversation for a human who can jump into the same thread from the CRM inbox.

Honest limits

What it can do, and what it never will

It can

  • Answer general questions on every page
  • Know which page and LO the visitor is on
  • Capture details with consent
  • Book calendars or hand off to a human in the same thread
  • Log the transcript to the contact

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

Compliance notes

Rules this channel lives by

General information to discuss with your compliance team, not legal advice.

AI disclosure

The first message says it is an AI assistant.

Consent before follow-up

Texts and calls happen only after the visitor agrees, with the consent saved on the contact.

Accessibility

The widget is keyboard-operable, screen-reader labelled and closable with a visible button.

Privacy

Transcripts are stored with the contact under your privacy policy; we never sell or share them.

More detail: our AI disclosure and the AI chat and texting compliance guide.

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.

  1. 01

    Install

    The widget is part of every suite site; no code to paste. It loads after the page so it doesn’t slow your speed scores.

  2. 02

    Knowledge and tone

    One shared knowledge base with the other channels; tone set to your brand.

  3. 03

    Handoff rules

    Who gets notified, during which hours, and how fast a human should join.

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.

Add AI Conversation Desk All AI Engine pricing

Ask the front desk

Questions about Website chat answered

  1. YouWhat does AI website chat do on a mortgage site?
    Funnel Suite team

    It answers visitors’ general questions from your approved knowledge, captures their details with consent and books a loan officer, so a 10 PM visitor becomes a scheduled call instead of a bounce.

  2. YouDoes chat slow down the website?
    Funnel Suite team

    No. The widget loads after the page content, so it doesn’t affect how fast the page appears.

  3. YouCan a human take over the chat?
    Funnel Suite team

    Yes. LOs and assistants see live chats in the CRM inbox and can reply in the same thread.

  4. YouIs the chat different on each LO page?
    Funnel Suite team

    Yes. On an LO page it offers that LO’s calendar and routes the lead to that LO.

  5. YouWill it answer rate questions?
    Funnel Suite team

    No. It explains that rates depend on the borrower’s situation and offers a call with a loan officer.

  6. YouWhat does it cost?
    Funnel Suite team

    Website chat is part of the AI Conversation Desk, priced per suite with SMS and social DMs. See pricing below.

  7. YouCan visitors chat in Spanish?
    Funnel Suite team

    Yes, with approved Spanish knowledge content.

  8. YouWhere are transcripts stored?
    Funnel Suite team

    On the contact record in the CRM, under your privacy policy.

Hear Website chat trained on your branch

On the walkthrough we’ll show a sample conversation built from your own website content and your rules for handoff.

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