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Chattif · mortgage brokers first

Let AI chat with your customers

AI answers customers on WhatsApp, text, and email, safely, with you in control.

Get startedText our demoOpening soon

Answers in seconds · 24/7 · WhatsApp · SMS · Email

Example chat: a customer asks about refinancing. Chattif asks for a first name, refuses to quote a rate, and saves a callback for a licensed loan officer.

New refi lead

Sarah M.

Callback Tue 10:00 · task created, loan officer notified

01

They message

A customer writes on WhatsApp, text, or email. Nights and lunch rushes included.

02

Chattif answers

It asks one thing at a time, says it is automated, and stops at the safety rules.

03

You get the lead

A summary lands with you. You can take over whenever you want.

Connects

The tools you already run

Shopify

Order status and product questions for a shop, read-only.

CRM

A new lead can land in the CRM you already use.

ClickUp

A task for the person who should call back.

Zapier

Or Make. One webhook, no URL stored in the client file.

Locked rules

Safety is the product, not a badge

These rules are in the software. A client file can add to them. It cannot turn them off. We do not display certifications we do not hold.

  • R-01

    No rate quotes

    A mortgage question about a rate goes to a licensed loan officer.

  • R-02

    STOP means stop

    Text customers can opt out. STOP and HELP are honored.

  • R-03

    Fair housing

    Neighborhood steering and who-lives-here questions go to the agent.

  • R-04

    Identity first

    Order lookups wait until the customer is who they say they are.

  • R-05

    A 👍 is not money

    A reaction never approves a payment, refund, or order change.

  • R-06

    A person, on request

    Ask for a human and the chat is handed over.

Pricing

$1,500 to set up. $297 a month.

Setup

$1,500

Your rules, your channels, and a two-week stretch where every reply waits for your approval.

Monthly

$297

The desk stays on for WhatsApp, text, and email. Joel invoices this. The signup form does not take a card.

Questions

Will it quote a rate?

No. Rate, APR, and approval talk is handed to a licensed person. The hero chat is the rule, not a skit.

Is the texting TCPA-aware?

Customer-care texts are for people who texted the business or opted in on that business’s site. STOP cancels. The SMS terms on this site are still a draft for counsel before any 10DLC filing.

Which businesses is this for?

Mortgage brokers first. Realtors and local shops use the same desk with their own safety rules.

Do I pay on this form?

No. Setup is $1,500 and the desk is $297 a month. Joel invoices after intake. There is no card checkout here.

Can I read replies before customers do?

Yes. New desks start in draft mode. You approve what goes out until you choose otherwise.

Signup

Tell us the business

We email a confirmation link first. After you confirm, intake asks for hours, services, and channels. Joel sets the desk up by hand.