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Rate Enquiry Responder

Mortgage Brokers

The Rate Enquiry Responder Bot instantly handles every inbound rate enquiry from forms, ads, and website submissions. GoHighLevel fires the opening SMS within 30 seconds. The moment the contact replies, Closebot takes over to qualify their loan intent (buying, refinancing, or investing), capture property timeline and pre-approval status, and book a consultation with a licensed broker via the GHL calendar.

What's Included

  • Pre-built GHL Snapshot with rate enquiry workflow and calendar integration
  • Closebot AI bot configured as Rate Enquiry Responder with intent routing
  • Automated tagging for booking, decline, and escalation outcomes
  • Conversation summaries saved as contact notes
  • Pre-built Consultation Calendar setup

What You'll Get

Video Setup Guide
GHL Snapshot
1 Document

Documents & Resources

  • Workflow_1_Rate_Enquiry_Responder_Documentation.docx18.0 KB

How It Works

The workflow activates when a contact submits a rate enquiry through a form, landing page, or ad. GHL sends the opening SMS automatically.

1
Enquiry Submitted
Contact submits a rate enquiry form. Tag rate_enquiry_respond_sent applied.
2
Opening SMS Sent
GHL sends opening SMS from Alex introducing the brokerage.
3
Client Replies
Closebot takes over the conversation as the Rate Enquiry Responder.
4
Intent Qualification
Closebot identifies whether contact is buying, refinancing, or investing and captures relevant qualifying details.
5
Booking
Closebot books a consultation via GHL calendar. Tag rate_enquiry_respond_booked applied.
6
Outcome Routing
If interested, the contact is booked. If complex, tag human_needed applied for broker handoff.
A$1,000 one-time
Rate Enquiry Responder — AI Agency Institute