Mortgage Pre-Qualification Chatbot
Pre-qualify mortgage enquiries inline. Vatoo collects income and deposit details, runs an affordability estimate via API, and routes warm leads to a broker.
Step 01 · Trigger
"mortgage" or "how much can I borrow"
Step 02 · Form
income, deposit, property price, term
Step 03 · API call
affordability and indicative rate estimate
Step 04 · Message
deliver the estimate inline
Step 05 · Webhook
route a qualified lead to the broker CRM
From the problem
to the fix
Mortgage brokers spend time on enquiries that don't qualify, while serious buyers abandon long forms and slow callbacks.
A mortgage persona answers product questions from a knowledge base, the Flow Engine collects income, deposit and property details conversationally, an API node returns an affordability estimate, and a webhook routes qualified leads to a broker.
5 steps,
with clear handoffs
01 · Trigger
"mortgage" or "how much can I borrow"
02 · Form
income, deposit, property price, term
03 · API call
affordability and indicative rate estimate
04 · Message
deliver the estimate inline
05 · Webhook
route a qualified lead to the broker CRM
What changes
in your workflow
Lead quality
Pre-qualified
With configured workflowsForm abandonment
Conversational
With configured workflowsEstimate speed
Inline
With configured workflowsBroker time
Focused
With configured workflowsBuilt on Vatoo's engines
Use the AI Agents for answers from approved sources, Smart Forms for required details, and the Flow Engine for branches and handoffs. Connected actions depend on the APIs, permissions, and plan you configure. Test incomplete requests and failed actions before launch.
This is a public-facing deployment that engages prospects and customers directly on your website or app.
Workflow overviewRead more
Mortgage Pre-Qualification Chatbot is a no-code, white-label conversational agent built on Vatoo's persona, flow, and smart-form engines. Mortgage brokers spend time on enquiries that don't qualify, while serious buyers abandon long forms and slow callbacks. With Vatoo, a mortgage persona answers product questions from a knowledge base, the Flow Engine collects income, deposit and property details conversationally, an API node returns an affordability estimate, and a webhook routes qualified leads to a broker.
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