Mortgage Calculator Bot Template

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

1. Let's see what your monthly payment might look like!
2. What's the home price you're considering? (e.g. 400000) The visitor types a reply.
3. How much are you planning to put down?
   • 3%
   • 10%
   • 20%
   • Custom amount
4. Enter your down payment amount or percentage: The visitor types a reply.
5. Estimated interest rate? (e.g. 6.5) The visitor types a reply.
6. The visitor is saved as a lead, tagged:
   • mortgage_calculator
   • buyer_lead
7. Based on your inputs: Home Price: $[visitor's home price] Down Payment: [visitor's down payment] Interest Rate: [visitor's interest rate]% A detailed estimate including taxes and insurance requires a lender consultation. [Agent Name] can connect you with a trusted lender.
8. What would you like to do next?
   • Get Pre-Approved
   • Talk to a Lender
   • Find Homes in This Budget
9. What's your name and email so we can follow up? The visitor types a reply.
10. Your email? The visitor types an email address.
11. Thanks, [visitor's client name]! [Agent Name] will be in touch shortly. -- [Brokerage Name]

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: mortgage_calculator, buyer_lead. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

For more on using a chatbot in this kind of business, see our page on chatbots for real estate.

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