Solutions · Professional & business services
DMAI Pro for Loan & mortgage broker
For loan, mortgage and business-finance brokers working with licensed banks and lenders. The bot pre-screens eligibility (salary, employer, residency, existing debts, property value), collects documents securely, books consultations and updates application status — never promising approval and never giving personal financial advice.
Questions your customers ask
Each is answered from your own information.
How much can I borrow?
How much down payment do I need?
What's the interest/profit rate?
Can you guarantee approval?
Which documents are needed?
What's your fee?
5 ready flows
Eligibility pre-checkPre-screen and route to an advisor without promising approval
Mortgage pre-approvalGather property details and documents for lender submission
Business finance inquiryUnderstand the company's need and required documents
Book a consultationBook a call or meeting with an advisor
Application statusShare application stage and missing documents
Sales stages
- New lead
- Pre-qualified
- Consulted
- Documents complete
- Submitted to lender
- Lender approved
- Disbursed / transferred
- Declined
Instagram ideas
- Reel “3 common mortgage application mistakes” with comment “check” → start eligibility in DM
- Carousel on the extra costs of buying property
- Fraud-warning story: “We never ask for passwords or OTPs”
- Live Q&A with an advisor and a booking button
A reminder sent automatically
Hi 🙏 Shall we book a 15-minute call with an advisor for a closer look?