✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
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AI Chatbot for Mortgage Brokers

SleekAI shares general information from your own pages, asks qualifying questions, and books a consultation — and clearly tells visitors when something needs a regulated adviser.

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SleekAI chatbot for Mortgage Broker

Qualify leads, not lend advice

Mortgage brokers can't have a chatbot quoting rates or recommending products. SleekAI handles general questions from your own content, gathers the basics — income, deposit, property type — and books an appointment with a regulated adviser. The boundary is clear and your compliance team can sleep.

Sample conversation

A typical Mortgage Broker conversation

How SleekAI captures a mortgage enquiry without crossing into regulated advice
M
I earn 62k, partner earns 41k, deposit 55k. How much can we borrow for our first house?
M
I can share general information from our knowledge base but I can't give regulated lending advice or quote a borrowing figure — that's something one of our FCA-regulated advisers would do once they've reviewed your full circumstances. As a general guide, joint income is one factor lenders consider; credit history, monthly outgoings, and the property itself also matter. Would you like to book a free 30-minute consultation with an adviser?
M
Yes, that'd be helpful. Quick question first — how does the consultation actually work?
M
It's a 30-minute video or phone call with a CeMAP-qualified adviser. They'll ask about income, savings, monthly commitments, and the property you're looking at, then explain your options across the lenders we work with — we cover 90+ on the panel. The first appointment is free, no obligation. We don't charge fees on standard residential mortgages; commission is paid by the lender.
M
OK, sounds good. Are you whole-of-market?
M
We're a panel broker covering 90+ residential lenders, which is most of the active market though not technically every lender available. Your adviser will be transparent about which lenders we can and can't access during your appointment. Shall I book you in?
M
Please. Tom and Rachel Hawkes, looking at a 3-bed in Bristol for around 380k. tom.hawkes@example.co.uk
M
Booking a free first consultation for Tom and Rachel Hawkes — 3-bed first-time buyer in Bristol around 380k. I've sent two morning slots this week to tom.hawkes@example.co.uk. Daniel, one of our CeMAP advisers, will confirm and send the documents you'll want handy (last three payslips, latest bank statements, ID).

Comparison

Why mortgage brokers choose SleekAI

Generic chatbot

  • Cheerfully quotes rates and borrowing figures — a compliance disaster
  • Doesn't know which lenders are on your panel
  • Can't draw the line between information and regulated advice
  • Misses qualifying questions that advisers actually need
  • Logs nothing, so audit trails are impossible

SleekAI chatbot

  • System prompt enforces 'no regulated advice' boundaries
  • Trained on your own knowledge base and FAQ pages
  • Captures income, deposit, property type, and timeline
  • Always offers a regulated adviser for advice questions
  • Logs every conversation in WordPress for audit

Features

What SleekAI gives you for Mortgage Broker

Compliance-safe by design

The bot's system prompt explicitly forbids quoting rates or recommending products and steers regulated questions to a human adviser.

Qualifies the lead

It asks about income, deposit, property type, and timeline so your advisers walk into appointments already half-prepared.

Books the consultation

Once a visitor is ready, SleekAI hands off to your booking calendar with the qualifying details already captured.

Use cases

Where brokers put SleekAI to work

General information

Answers FAQs about how mortgages work, what documents are needed, and what to expect from a consultation.

Lead qualification

Captures income range, deposit, property type, and timeline so advisers prioritise the warmest enquiries.

After-hours appointments

Visitors browsing at 10pm book a morning consultation instead of submitting a contact form and waiting two days.

Questions

Common questions about SleekAI for Mortgage Broker

 

 

 

 

 

 

Pricing

More than 1000+
happy customers

Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.

...or get the Bundle Deal
and save €250 🎁

The Bundle (unlimited sites)

Pay once, own it forever

Elevate your WordPress site with our exclusive plugin bundle that includes all of our premium plugins in one package. Enjoy lifetime updates and lifetime support. Save significantly compared to buying plugins individually.

What’s included

  • SleekAI

  • SleekByte

  • SleekMotion

  • SleekPixel

  • SleekRank

  • SleekView

€749

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