FastBots

For mortgage brokers and advisors

AI Chatbot for Mortgage Brokers

Buyers ask about rates, fees and paperwork in the evenings and at weekends. Your bot answers from your own pages, captures the enquiry and leaves product and rate advice to your advisors.

  • Answers process, fee and paperwork questions
  • Captures evening and weekend enquiries
  • Leaves rates and product advice to advisors
Bramblegate Mortgages
Do you charge a fee?Do you help self-employed?What documents do I need?Can I remortgage with you?
Ask your questions here...
fastbots.ai

Example conversation. Your bot answers from the content you give it.

Providing AI Chatbots to Trusted Brands Around The World

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Bonjour Paris
Design Bundles
Syngenta
Pinkpop
Babor
Big Cat Rescue
Holiday Inn
Mansory
University of Miami
University of Arizona
Rentokil Initial
Wim Hof Method
Royal Caribbean
Wiley
UBB
Web Tickets
Wild Fork
Bonjour Paris

What it does for you

From first enquiry to remortgage

Most mortgage questions come at three moments. FastBots handles the routine ones, so your advisors spend their time on cases.

01 · Starting out

Calm first-time buyer nerves

Explains how you work, your fees and what happens at each step, in plain English from your own pages.

  • “Do you charge a fee?”
  • “How long does the process take?”
  • “Do you do buy-to-let?”
02 · Getting ready to apply

Make the paperwork less confusing

Shares your documents checklist and explains what you'll ask for, then collects details for an advisor.

  • “What documents do I need?”
  • “Do you work with self-employed applicants?”
  • “How much can I borrow?”
03 · When the deal ends

Keep in touch at renewal time

Explains remortgages and product transfers, and captures returning clients so an advisor can call before their deal ends.

  • “Can I remortgage with you?”
  • “What rates can I get?”
  • “Can I borrow more on my mortgage?”
Start Free TrialNo Credit Card Required

Try it free for 14 days. Cancel any time.

Reviews

What small business owners say

“Great day! We have not been using the software too long, but today it helped us generate our first lead. Very impressed with the software's potential. Thanks!”
Robert P SwiftFounder, Griffin and Johnson Tax Prep · United States
“Love FastBots because it's so simple to set up, easy to use and works great. After worrying it would take hours it actually only took a few minutes to get up and running on my website by following the setup video.”
Peter GowingFounder, Visualante Creative · UK
“I have been using Fastbots for over a year now and am absolutely amazed by how easy it is to use and the ongoing updates that are consistently being made to improve it. For me, FastBots is best in class!”
Julie HelmerFounder, AI Chat Advisor · United States

More than a chatbot

It doesn't just answer. It works as an AI agent for your brokerage.

Connect FastBots to the tools you already use, and a question on your website becomes a lead in your CRM, a booked appointment or a live chat with an advisor.

  1. STEP 1

    Captures the enquiry

    Collects a name, email and the type of mortgage they need, such as a purchase, remortgage or buy-to-let.

  2. STEP 2

    Sends it to your tools

    Passes new enquiries to your CRM or a spreadsheet through Zapier or Make, so an advisor can follow up quickly.

  3. STEP 3

    Books the appointment

    Shows your booking link as a button. With Zapier MCP connected, it can book the appointment during the chat.

  4. STEP 4

    Hands over to an advisor

    When a buyer wants to talk it through, an advisor can step into the same chat with Live Chat.

Live Chat is on Business plan and above, and buttons are on paid plans. Booking and CRM actions during the chat use Zapier MCP and need a quick setup in your Zapier account.

Setup

Live on your mortgage website in three steps

  1. bramblegatemortgages.example
    /how-it-works
    /fees
    /self-employed
    /documents-checklist

    Add your process pages

    Point it at your how-it-works page, fees, FAQs and documents checklist. It can also learn from PDFs and Word files.

  2. Only answer from my content
    Never quote rates or borrowing amounts
    Never recommend a lender or product
    Send case questions to an advisor

    Set the rules and test it

    Write the advice line in plain English, then test it with the questions buyers really ask.

  3. <script defer
    src="https://app.fastbots.ai/embed.js"
    data-bot-id="your-bot-id"
    ></script>

    Add it to your site

    Paste one line of code on your website, or share a direct chat link in your emails and social posts.

Already use ChatGPT or Claude?

Connect FastBots to the AI assistant you already use, then create, train and update your bot just by asking it.

You stay in control

Information and enquiries, never mortgage advice

Your bot only answers from content you approve. Anything about a buyer's own case goes to an advisor.

Your bot handles

  • How your service works and what you charge
  • The mortgage types you help with
  • Documents checklists and what happens next
  • General remortgage and product transfer questions
  • Capturing enquiries and sharing your booking link

It hands to you

  • Rates, borrowing amounts and product recommendations
  • Whether someone will be accepted by a lender
  • Anything needing an advisor's judgement on a case
  • Missed payment worries, sent to your team and their lender
  • Questions your content doesn't cover

Start with your first-time buyer questions

Try FastBots free for 14 days with 1 chatbot and 200 message credits.

Start Free TrialNo Credit Card Required

FAQ

Questions mortgage brokers ask us

Will it tell people what they can borrow?

No. It explains how your process works in general terms, from your content, then offers a call with an advisor. You can tell it never to give rates, borrowing amounts or product recommendations.

Can it collect the documents we need?

It can explain your documents checklist and how to send things securely. File uploads in the chat can be switched on, but most brokers point clients to their own secure route for payslips and bank statements, and you can set the bot to do that.

Can it book appointments?

It can show your booking page as a button on paid plans. With Zapier MCP connected to your calendar in your own Zapier account, it can book the appointment during the chat.

Can it send leads to our mortgage CRM?

Yes, through Zapier or Make. Leads are also emailed to your team and saved in your Contacts list. With Zapier MCP set up in your Zapier account, it can create the record during the chat. It doesn't connect directly to sourcing systems.

Can a person take over the conversation?

Yes. With Live Chat on Business plan and above, an advisor can step into the same chat during the hours you set. The buyer fills in a short contact form first, and you can set a fallback message for when nobody is online.

Can existing clients ask about remortgaging?

Yes. It can explain how remortgages and product transfers work with you, from your pages, and collect details so an advisor can get in touch before their deal ends.

What do I get in the free trial?

14 days with 1 chatbot and 200 message credits, with no credit card required. That's enough to train it on your process and fees pages and test it with real buyer questions.

How do I keep the answers up to date?

When your fees, process or criteria pages change, retrain the bot. On Business plan and above, auto retrain can refresh your website content daily, weekly or monthly, and you can see which questions it couldn't answer.

Still have a question?

Ask the FastBots chatbot in the corner, or just try it yourself.

Start Free TrialNo Credit Card Required