Our AI chat puts mortgage shoppers in control. They can get personalized quotes, easily comparison shop, score any lender's offer, see whether it makes sense to refinance, setup a tracker to follow interest rates, and instantly connect to a loan officer.
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Maker
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Mortgage shopping is an uncomfortable experience. You have to share lots of sensitive data to get a single quote, and if you want to comparison shop, the rate aggregator websites straight up sell your data, so you end up with a lot of texts, emails, and phone calls from salespeople you've never met asking you to blindly trust them with a big financial decision.
Getting a mortgage quote should be on your terms. You should be able to share your relevant details anonymously and get real pricing. You should know how competitive the offer is before speaking with someone. And you should still be able to connect with a human if you need support.
So we've built a suite of tools in our AI chat to put shoppers in control:
1. Instant mortgage quoting without sharing any sensitive data (currently live for conventional loans in Illinois)
2. Automatically review a Loan Estimate, which every lender must provide you by law, and see how the estimate scores (0 to 100, benchmarked against 2 million loans). We then can make an instant competing offer so you know if we can save you money.
3. For refinances, share a mortgage statement to see if you can save money today, and if not, create a personalized tracker so you can be notified when rates have fallen
4. Mortgage Q&A for commonly asked mortgage questions. Still lots more to add!
5. Live - a Zoom-like call for mortgage shopping that instantly connects you with a loan officer while our AI assistant listens in, updates the quote details, and gets you pricing
We support this functionality in a variety of ways:
1. Chat on https://saferate.com
2. Email at buddy@saferate.ai
3. Live via our Zoom-like call tailored to mortgage shopping
4. Slackbot (please ask if you're interested in access)
5. Phone 1(888)850-6123
6. Coming soon RCS, SMS, and WhatsApp