LoanSites AI Live Chat is an intelligent website chat tool designed to answer visitor questions, provide immediate customer support, and capture new lead information on your company’s behalf.

It is integrated directly into your LoanSites website and uses information from your website and the custom resources you provide to deliver relevant, company-specific responses.

This is essentially your company’s AI Customer Service Representative.

The AI Live Chat can crawl and learn from the content published on your website, including your company information, services, loan programs, team pages, service areas, and frequently asked questions. You can also upload documents and add specific prompts for the AI to follow.

This gives the AI a strong foundation for answering questions based on the information already available to your website visitors.

Yes. You can add your own backend documents, FAQs, company information, instructions, and other reference materials directly to the AI Live Chat.

This allows you to provide the AI with additional information that may not be publicly available on your website.

Yes. You can provide company-specific FAQs, preferred answers, messaging guidelines, and response instructions to help the AI communicate in a way that accurately represents your business.

The more information you provide, the better the AI can understand how you want common questions handled.

Yes. You can update the documents, FAQs, instructions, and other information provided to the AI as your company’s services, programs, policies, or preferred messaging change.

This helps keep the AI’s knowledge current and aligned with your business.

Yes. The AI Live Chat includes built-in lead capture functionality, allowing it to collect important information from prospective clients during the conversation.

This creates a natural, conversational way to turn website visitors into actionable leads for your team.

The AI Live Chat can collect details such as a visitor’s name, email address, phone number, loan purpose, property location, preferred contact method, and additional information about what they need.

The specific information collected can depend on the visitor’s questions and the lead capture experience configured for your website.

A traditional contact form simply asks visitors to submit their information. AI Live Chat can first answer questions, provide relevant information, and guide visitors through a natural conversation before collecting their contact details.

This can help keep visitors engaged and make the lead capture process feel more helpful and personalized.

Yes. AI Live Chat can communicate with website visitors and capture lead information even when your team is unavailable.

This allows your website to continue answering common questions and generating opportunities outside of normal business hours.

Yes. You’ll be able to view all of your AI Live Chat logs to properly monitor and adjust how the AI Live Chat is replying on your company’s behalf.