AI setter for mortgage brokers
An AI setter for mortgage brokers answers DMs from your first-home Reels and ads, asks purpose, timeline and price range, then books a call with a licensed loan officer instead of quoting rates.
ManySetter teamUpdated 5 min read
Chapter 01The inbox
Where your leads start the conversation
Most mortgage brokers get buyers from three places. Each one deserves its own first question.
A comment on a first-home Reel
They comment “BUY” on a first-home Reel. The flow sends your checklist, the setter asks their timeline.
A realtor partner’s link
A realtor partner shares your WhatsApp link. Those buyers often have a home picked: ask their timeline.
A refinance ad on Facebook
A refinance ad opens Messenger. Homeowners ask “can I lower my payment?”: ask their goal first.
Chapter 02Qualify
Ask these before the call
A setter books calls only for people who pass your fit rule. These questions make the rule, one per message.
0 of 4 completed
Not a fit when
Only wants today’s rate and won’t take a call. Is buying in a state where you aren’t licensed. Needs a loan type you don’t offer: refer them instead.
No rates, approvals or terms in the DM
Rates, approval odds, fees and loan terms depend on a full application, so the setter never quotes them. A licensed loan officer handles every specific on the call. Keep Social Security numbers, income and credit details out of the chat.
Chapter 03Script
The DM script, ready to copy
Opener after the buyer checklist
Right after your flow sends the first-home checklist.
Here’s your checklist! To point you to the right section: are you buying a home, or refinancing one you already own?
- Next
- Wait for the loan purpose.
- Why it works
- Purpose decides the whole conversation, so it comes first.
Timeline
Once you know the purpose.
Got it. When are you hoping to buy? Some people already have a home in mind, others are just starting to look.
- Next
- Under contract: book quickly. Months away: keep going.
- Why it works
- Their timeline sets how soon the loan officer should call.
Range and fit
When they plan to buy within the year.
Helpful. We offer Replace [offer], mostly for Replace [ideal client]. Roughly what price range are you looking at? No exact numbers needed.
- Next
- If rates come up, say the loan officer covers them on the call.
- Why it works
- A rough range is enough for the call; details stay off the DM.
Book the loan officer call
After purpose, timeline and range.
Thanks! A licensed loan officer can walk you through Replace [result] on a short call, rates included. Does Replace [day] at Replace [time] or Replace [day] at Replace [time] work?
- Next
- It books in the DM through your Cal.com, Calendly or iClosed calendar.
- Why it works
- It answers the rate question honestly by moving it to the right person.
A lighter follow-up
When they go quiet before booking.
Hi Replace [first name], still planning your move for Replace [month]? If a call feels early, I can send the next steps first.
- Next
- Stop after two nudges.
- Why it works
- Next steps are a smaller ask than a call.
Chapter 04Handle
What they say, what you reply
| When they say | Reply with |
|---|---|
| What’s your rate right now?Reply with: Say rates depend on their full picture, then offer a call with the loan officer. Never quote a number in the DM. | Say rates depend on their full picture, then offer a call with the loan officer. Never quote a number in the DM. |
| Can I get pre-approved over DM?Reply with: No: pre-approval needs an application. Book the call, where the loan officer explains what to send. | No: pre-approval needs an application. Book the call, where the loan officer explains what to send. |
| My bank already gave me a quote.Reply with: Good starting point. Offer a call to compare options; the loan officer reads the numbers, not the setter. | Good starting point. Offer a call to compare options; the loan officer reads the numbers, not the setter. |
| Is my credit good enough?Reply with: Don’t guess. Say the loan officer can look at their situation on the call, and keep credit details out of the chat. | Don’t guess. Say the loan officer can look at their situation on the call, and keep credit details out of the chat. |
ManySetter
Your DMs, qualified and booked.
An AI setter for mortgage brokers, inside your Manychat flows: your fit questions, your voice, your calendar.
- Keeps your Manychat flows
- Asks your fit questions
- Books the call or hands off
Build and test free · Works with your Manychat account
Chapter 05Manychat
Run it inside Manychat
ManySetter is an AI setter for Manychat: it qualifies inbound Instagram, WhatsApp and Facebook Messenger conversations inside your existing flows, then books a call or hands the lead to your team.
Install the ManySetter app
Where to click: SetupConnect Manychat
Copy your ManySetter code, click Install in Manychat and paste the code (install guide).
Start the setter where leads arrive
Where to click: Automation+ ActionManySetterStart conversation
Finish your checklist keyword flow, your partner WhatsApp link flow and your refinance ad automation with Start conversation.
Keep the conversation going
Where to click: AutomationBasicDefault Reply
In each channel’s Default Reply, keep only ManySetter › Continue conversation.
Give it your fit rule and calendar
Paste the questions from chapter 02, then connect Cal.com, Calendly or iClosed so it books in the DM.