AI-powered chat widget for loan officer websites. Answers borrower questions, captures leads, and books appointments 24/7. TCPA-compliant lead capture.
An AI-powered chat widget that turns every website visit into a conversation.
24/7 mortgage-trained AI answers borrower questions, captures leads with TCPA-compliant consent, and books appointments — right from your website.
The LoanOfficer.ai Chat Widget is an embeddable, mortgage-trained AI chat that lives on your website. It answers common borrower questions (down payment, credit, timing, pre-approval process), captures leads with proper TCPA consent, and books appointments — all in one conversation. Every chat sync's to your CRM with full transcript, sentiment, and pipeline stage.
Unlike Intercom or generic chatbots, this widget is trained on mortgage workflows and comes with the full LoanOfficer.ai AI Assistant behind it — the same AI that responds to leads in under 60 seconds.
Website visitors have questions and they'd rather type than call. A chat widget answers those questions instantly, converts curious visitors into named leads, and gets more appointments on the calendar — while you're closing loans.
Copy your snippet from the dashboard, paste it on any page.
AI recognizes intent — pre-approval, refi, rates, general — and responds.
AI collects name, phone, email with required consent language.
Chat transcript hits your CRM with borrower details attached.
AI continues the conversation over SMS and books an appointment.
Answers real mortgage questions correctly — not generic chatbot filler.
Consent language, opt-in tracking, and audit trail built-in.
When the visitor leaves the site, the AI continues over SMS.
Books directly to your Booking Calendar mid-chat.
Your logo, colors, headshot, and NMLS.
Native mobile chat experience — where most borrowers land.
English and Spanish out of the box, more available.
Full transcript and structured data to the borrower record.
Positive, neutral, negative — for pipeline prioritization.
Optional human-in-the-loop on high-stakes messages.
Drop the widget on your homepage — converts anonymous traffic into named, qualified leads while you're focused on closings.
Every officer gets a branded chat widget on their landing page.
Realtors add a co-branded widget to their listing pages — every mortgage question routes to their paired LO.
Use as first-touch on paid-traffic landing pages — humans only work qualified conversations.
Standardized brand-safe AI chat across hundreds of loan officer websites.
Chat is live at 11pm on Sunday when your competition's inbox is empty.
Interactive chat converts significantly better than a static contact form.
Consent, timestamps, and opt-in audit trail built in — audit-ready.
Every visitor who chats becomes a named, sourced CRM record.
Yes. The chat is powered by the same mortgage-specific AI as the AI Assistant — trained on real mortgage guidelines and tuned to your voice.
Yes. Every capture includes explicit consent language, timestamped opt-in, and an audit trail — audit-ready for regulators.
Yes. Mid-chat the AI can offer available times from your Booking Calendar and confirm on the spot.
If the visitor shared a phone number the AI continues the conversation over SMS. If email only, over email.
Yes. Custom greetings per page, per traffic source, or per visitor intent.
Yes — English and Spanish out of the box, additional languages available.
Yes. Fully mobile-optimized.
Yes. Upload your FAQ, scripts, and program-specific talking points and the AI blends them into its answers.
Intercom and Drift are horizontal — they don't know mortgage. Our widget answers mortgage questions correctly, respects state licensing, and integrates with your LOS.
Instantly in-chat. If the visitor leaves and the conversation moves to SMS, first reply is under 60 seconds.
Yes — the $1 for 14-Day Trial gives you full access to the Chat Widget plus every other tool in LoanOfficer.ai. No credit-card surprises, no locked features.
No. Onboarding is white-glove — our team configures the tool, connects it to your CRM and calendar, and hands you a working setup. Most loan officers are live in under a week.
Yes. Every embeddable LoanOfficer.ai tool ships as a lightweight snippet that drops into WordPress, Wix, Squarespace, HubSpot, Webflow, or a custom site with one line of HTML.
All borrower data is encrypted in transit (TLS 1.3) and at rest. Access is role-based and audit-logged. LoanOfficer.ai is built for regulated mortgage teams — not a generic marketing tool.