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.
What this trade does most with DMAI Pro: Booking
What one click installs
This trade's ready pack; you preview it before installing and can change anything later.
- 5
- conversation flows
- 16
- common questions with draft answers
- 4
- automatic follow-ups
- 14
- intake form questions
- 14
- customer profile fields
- 8
- sales stages
- 9
- menu and conversation-starter buttons
- 14
- reply safety rules
- 19
- ready messages
- 6
- sample products or services
- Specialised modules switched on: Document collection، Quotes and projects، Appointments، Sensitive and emergency triage
- Country-specific notes for: the UAE, Iran, Saudi Arabia
- Sensitive or emergency messages stop the bot: the customer gets a fixed safe reply, with no AI, and the chat goes to a colleague with priority.
2 jobs this pack covers
Loan & mortgage brokerBusiness finance broker
Questions your customers ask
Each comes with a draft answer; once you write your real answer and switch it on, the bot uses it.
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
Numbers worth watching in this trade (not measured by the app)
- Qualified leads
- Document completion rate
- Lender approval rate
- Average time to disbursement
- Total disbursed volume
Instagram ideas for this trade
- 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?
