GetFoxChat for mortgage brokers

Walk home buyers through your loan programs and paperwork, and send every rate question to a broker

First-time buyers arrive at a broker's site full of questions about pre-approval, down payments and what paperwork they will need. GetFoxChat answers from your loan program, process and document pages, and routes anything about rates or whether someone qualifies to a broker.

What home buyers and homeowners thinking about refinancing ask on a mortgage brokerage website

These are the questions home buyers and homeowners thinking about refinancing typically type into a mortgage brokerage website. Next to each: which of your pages answers it, and what the operator does with it.

Rates

“What are your current rates?”

Answered from: none, rates need a broker. Explains it cannot quote rates and offers Talk to a person or the apply page.

Pre-approval

“How do I get pre-approved?”

Answered from: your pre-approval page. Summarizes the steps on the pre-approval page and links it.

Loan programs

“Do you work with self-employed borrowers?”

Answered from: your loan programs page. Checks whether the programs page mentions self-employed options and links it, making no promise about approval.

Documents

“What documents will I need?”

Answered from: your document checklist. Lists the items from your checklist and links the page so the visitor can save it.

About

“What's the difference between a broker and a bank?”

Answered from: your about or FAQ page. Shares the brokerage's own explanation from its pages. If none is published, it offers the hand-off.

Eligibility

“Can I qualify with my credit score?”

Answered from: none, this needs a broker. Says it cannot assess eligibility and passes the conversation to a broker.

Loan programs

“Do you help with refinancing?”

Answered from: your loan programs page. Confirms whether refinancing is listed and links that section.

Licensing

“Are you licensed in my state?”

Answered from: your licensing page. Answers from the licensing information your site publishes and links it.

Existing clients

“Where is my loan in the process?”

Answered from: your contact page. Explains it cannot see loan files and shares your phone and email so the borrower can reach their broker.

Process

“How long does closing usually take?”

Answered from: your first-time buyer guide. Repeats how your guide describes the closing stage without committing to any date.

Routing example: sending a visitor to the right page

Visitor

“We found a house we love and the seller wants a pre-approval letter by the weekend. We've never done this. What do we need?”

Operator

“The pre-approval page explains each step, and the document checklist lists what to gather so you can move quickly. I can't promise timing or approval, so given your weekend deadline, tap Talk to a person to reach a broker directly, or use the phone number on the contact page.”

Page it points to

Pre-approval process yourwebsite.com/pre-approval

It gives the published steps right away and routes the deadline to a person instead of promising a turnaround. When that link is on the page the visitor is already looking at, the operator highlights it.

The pages that let it answer

The operator answers only from your own public pages, so these are the pages worth having on a mortgage brokerage website:

PageTypical addressWhat it lets the operator answer
Loan programs/loan-programsLets the operator say whether the brokerage lists first-time buyer, refinance, self-employed or investment property options.
Pre-approval process/pre-approvalAnswers how pre-approval works and what happens after someone applies, step by step as the broker wrote it.
Document checklist/documentsCovers which pay stubs, statements and records borrowers are asked to gather.
First-time buyer guide/first-time-buyersHandles the plain-language basics new buyers ask about, like closing steps and common terms.
Apply/applyIs where the operator sends people ready to start, since it cannot take an application in chat.
Licensing and about/aboutTells visitors which areas the broker serves and where licensing details are published.

When it passes the conversation to you

It never quotes rates, estimates payments, judges eligibility or takes applications. It only explains what your loan and process pages already say.

What the operator does on every page

Putting it on your site is one line of code: install guides for every platform.

Find out what your visitors can't find

See the 5 questions your visitors are likely to ask that your pages don't clearly answer. Free, no account needed.

The chat starts as Foxy. Rename it and change the avatar anytime. Plans and what each includes: pricing.