Loan Calculator

A mortgage is a massive financial commitment, so your customers need to know how much it’s going to cost - and you’ll always be here to help as the mortgage sales professional. The bot allows homebuyers to utilise a mortgage calculator and view the amortisation of a home loan.

Template Details

Made by

Team Engati

Category

Finance

Capabilities

Generate quote

Generate and share a quote by integrating the bot with cloud-based or on-premise legacy systems

Lead generation

Engage with customers, convert buyers into more clients and closing more deals.

Payments

Collect payment via Stripe integration, a PCI DSS compliant payment gateway, in case of prepaid orders

Case Study

TMNF’s secret to delighting customers: Tokio

Challenge

TMNF needed a solution to reduce customer wait times and attend to customer queries coming from multiple channels.

Solution

The bot provides quotes, renews a policy, reviews claim status,and answers FAQs round the clock. It fetches user information and can be deployed across 14 channels.

TMNF’s secret to delighting customers: Tokio

71%

Queries that were answered by the bot

78.50%

Visitors converted to MQLs