How to Manage Live Chat for Mortgage Brokers

How to Manage Live Chat for Mortgage Brokers


As a mortgage broker, you know how important it is to communicate with your clients to ensure they get the best deal possible.

Part of your job is learning as much as you can about your clients’ financial situation and needs. Your website is instrumental in that process.

But if you’re not using live chat for mortgage brokers, you’re not utilizing that flashy, optimized site to its full potential.

Wondering how you’ll manage live chat for your business on top of your other communication channels? We thought so. That’s why you’re here, right?

So we’ve compiled some helpful tips on managing live chat for mortgage brokers. Hopefully you'll see it's not as complicated as you might think.

How to manage live chat for mortgage brokers

how to manage live chat for mortgage brokers

Let AI do the heavy lifting

Most of your conversations will (and should!) be automated.


Because one of the main points of using web chat for business is to save time. (Both yours and your clients’.

Plus, chances are most of the chats you receive are frequently asked questions.

And sure, you could just point them to an FAQ page. But a direct response boosts customer loyalty.

With ZyraTalk, you won’t have to invest a lot of time setting up your chatbot. Because we work with mortgage brokers across America, we know the most common inquiries they receive.

We used that knowledge to create pre-fab template responses. When customizing your chatbot in the ZyraTalk dashboard, just choose your preferred template from the dropdown.

Jump in when needed

Yes, you probably receive the same questions day in and day out. To save time, it’s important to set up a chatbot to answer those questions.

But your clients and prospects also want personalized advice. That’s where our hybrid chat solution comes in.

What is a hybrid chat solution? It allows for both automated and manual conversations.

With ZyraTalk, you can monitor your chats in real-time. And when a user says they want to speak to someone, you can jump right in.

This allows you to assess each client’s individual situation and find the right solution. (Saving you both time and effort in the process.)

Enable cross-platform notifications

how to manage live chat for mortgage brokers

Yes, most of your chats will be automated, and all of them will be logged. But it’s also important to keep tabs on conversations as they happen. (If you need to.)

No matter what device you’re using, ZyraTalk can ping you to let you know a conversation is happening.

When you enable text, email, and desktop notifications, you’ll never miss a message.

Managing live chat for mortgage brokers: wrapping up

ZyraTalk offers the best of both worlds: automated responses for frequently asked questions and manual capabilities for personalized advice.

But we’re so much more than just web chat. CRM and analytics integrations, outbound messaging, and URL tracking make it easy to access your data all in one place.

This is just a small sample of features available in our dashboard. We’ve worked hard to make sure they easy to use and customized to your needs.

This post only covers a few tips for managing live chat for mortgage brokers. We have no doubt you’ll discover a few more when you give us a test drive.

Let’s talk about what we can do for you. Interact with our platform by clicking that little chat bubble that greeted you on your way in. Or schedule a demo for a behind-the-scenes glimpse of our dashboard.

When you book your demo, mention this post and we’ll even throw in a free 30-day test run. It’s just one way we like to make the switch to live chat easier for our clients.

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