Summary
This article discusses the advantages of integrating live chat features into mortgage websites for better client communication. Live chat enhances customer experience by providing instant responses, improving engagement, and increasing conversion rates. By adopting this tool, mortgage professionals can create a more responsive and client-friendly online presence.
Our newest update comes for the BNTouch Connect, chat module. We’ve made it easier for potential borrowers to submit their information into your lead pipeline before engaging in chat. Now with the BNTouch chat widget on your website you can be sure to never miss a lead. Here’s What We’ve Added…
Want to learn more about BNTouch’s Website Chat Tool in general?
Collect User Information in 3 Different Ways
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Chat Flow
Our chatbot will ask for lead information from your potential borrower in the chat window when they submit their first chat request. Once their lead information has been collected their original question will be sent to your team for a response. The chat will remember when someone has used chat before so that lead information won’t be entered twice. -
Three Element Form – Name, Email & Phone
This will start the chat prompt on your website with a 3 question form. This form will automatically collect every potential borrowers name, email & phone number before allowing them to send their question to your team. The chat will remember when someone has used chat before so that lead information won’t be entered twice. -
Two Element Form – Name & Email or Name & Phone
This third option will start the chat prompt with an even shorter 2 question form. This form will automatically collect every potential borrowers name, email or phone number before allowing them to send their question to your team. The chat will remember when someone has used chat before so that lead information won’t be entered twice.
We recommend that you experiment with all three chat forms on your website to see which one brings you the best results. Try each one for a week and then check your built in chat statistics to see which one generated the most chats, SMS’s and leads for your business.

Here’s an example of the chat statistics page.
Key Takeaways
- Offer real-time support with live chat.
Live chat allows mortgage professionals to respond quickly to client inquiries, improving the overall customer experience.
- Use chat to qualify leads instantly.
Live chat is an excellent tool for gathering essential client information and determining loan eligibility in real-time.
- Capture more leads with 24/7 availability.
A live chat system ensures that potential clients can reach out at any time, increasing conversion opportunities.
Commonly Asked Questions
- What is the benefit of having a live mortgage chat feature on a website?
A live mortgage chat feature provides immediate assistance to website visitors, helping them get answers to their questions in real time. It enhances the customer experience by offering fast responses and addressing potential concerns or inquiries, leading to higher conversion rates.
- How can live chat improve lead generation for mortgage professionals?
Live chat can capture leads by engaging visitors early in their website journey, offering personalized guidance and answering specific queries. By proactively starting conversations, it increases the chances of converting a website visitor into a lead and a potential customer.
- What are some key best practices for using live mortgage chat effectively?
Best practices include offering chat during business hours, responding quickly, and using scripted responses for common inquiries to ensure efficiency. Additionally, using a chat tool that captures lead information for follow-up and setting up automated responses for off-hours can optimize the experience.
- How does live chat enhance customer service for mortgage lenders?
Live chat allows lenders to provide instant, convenient support to customers who may have urgent questions or need help navigating the loan process. It shows customers that the lender is readily available to assist them, improving trust and satisfaction.