Grace Mortgage Bot

About Legacy Home Loans Bot

Smarter Mortgage Support with Grace

Grace is an intelligent, automated solution designed to manage mortgage inquiries, client communication, and consultation bookings with ease. It streamlines scheduling, answers common mortgage questions, and supports clients 24/7—ensuring your team stays focused on approvals and closings while Grace handles repetitive conversations and administrative tasks.
This assistant enhances client satisfaction, improves response times, and ensures that every inquiry is acknowledged and captured.

Key Features of Grace

Instant Appointment Scheduling

Clients can instantly book pre-approval consultations, refinancing strategy sessions, or loan reviews without needing a mortgage advisor to respond manually.

Rescheduling & Cancellations

Users can modify or cancel appointments directly through chat, improving flexibility and reducing no-shows.

Availability Checks

Grace instantly presents available time slots for meetings based on your connected calendar.

Lead Capture & Qualification

Grace automatically collects essential client details such as loan goals, preferred loan types, credit range, property type, and timeline, ensuring an efficient handoff to a licensed mortgage advisor.
Contextual, Accurate Responses
Grace provides quick answers to frequently asked mortgage-related questions, such as:
Loan types and eligibility
Refinancing options
Pre-approval status
Down-payment programs
Mortgage rate inquiries (general)
Guide Borrowers
Grace helps users by guiding them through the mortgage qualification process, whether they’re buying a home, refinancing, or exploring loan options.
Provide Educational Information
Grace explains mortgage concepts in simple, clear terms, such as loan types, down payments, and pre-approval processes. Grace does not give financial advice or recommendations.
Schedule Consultations
Grace can schedule consultations with licensed mortgage advisors, ensuring a smooth handoff from the bot to a human advisor who will help finalize the loan process.
Offer Loan Type Education
Grace explains various loan types (e.g., Conventional, FHA, VA, Jumbo, Fixed-Rate, ARM) without giving specific recommendations, allowing the borrower to make an informed decision before meeting with a licensed advisor.
Handle Multiple Languages
Grace can seamlessly switch to different languages, depending on user preference, and continue to guide them through the qualification process.