How do you add a chatbot to a mortgage website?

Adding a chatbot to a mortgage website is simple. Most tools give you a small code snippet to paste into your site, and the chat widget appears in the corner of your site, ready to talk. The code works with most site builders and CMS platforms, so your marketing team can usually install it without a developer.

Once the widget is live, you set up the questions the bot asks and the answers it gives, match it to your brand colors and voice, and pick which pages show the chat. Test the flow yourself before sharing it with visitors, and confirm the tool connects to your CRM so every lead lands in your existing workflow automatically.