- Visitor:Saw your post about VA loans 👀 do you do those in Virginia?
- Assistant:Hi! This is an automated assistant for Jordan. Yes, Jordan helps eligible veterans with VA loans in Virginia. Would you like a quick call, or a link to the VA basics guide first?
- Visitor:Guide first please
- Assistant:Here you go: [guide link]. If you'd like, share your email and I'll have Jordan follow up — no pressure.
- Replied within the platform's messaging window · tagged VA · handed to Jordan
AI Engine · Facebook & Instagram
Instagram DM automation for mortgage pros, inside the rules.
Your posts start conversations at all hours. The assistant answers Facebook Messenger and Instagram DMs with your approved answers, moves sensitive details off social, and books calls with you.
Platform rules
How does the assistant stay within Meta's messaging rules?
By replying inside allowed windows, working only on connected accounts, and keeping sensitive and promotional content out of DMs. Read Meta for Developers — Messenger Platform policy.
- 01
Reply inside the platform's messaging window
Meta limits when businesses can message people who wrote to them. The assistant answers promptly so conversations stay within the allowed window, and doesn't send promotional follow-ups outside it.
- 02
Only on accounts you connect
You connect your Facebook Page and Instagram professional account; the assistant only answers where that access is granted.
- 03
Ads still need ad compliance
Messages about housing and credit often start from ads, which have their own special category rules on Meta. Your ad copy goes through your compliance team.
- 04
Move sensitive details off social
The assistant never asks for SSNs, income documents or account numbers in DMs; it moves people to a secure form or a call.
FAQ
Facebook & Instagram AI questions
Can AI answer Instagram DMs for a loan officer?
Yes, on an Instagram professional account connected to your Facebook Page. The assistant replies to messages with your approved answers, collects contact details with consent and books calls — within Meta's messaging rules.
Does it answer Facebook Messenger too?
Yes — Messenger and Instagram DMs share one assistant and one inbox in your CRM.
Does it reply to comments?
We focus on direct messages. Comment replies are public and often need your personal touch (and compliance review), so we alert you to comments instead of auto-replying.
Will people know it's automated?
Yes — it says it's an automated assistant in its first reply and offers a human any time.
What are Meta's rules for automated messages?
Meta's Messenger Platform policies limit when and how businesses may message people, and prohibit some content. We configure the assistant to reply within the allowed window and not to send promotional messages outside it. Read the policy linked on this page.
Can it send rate specials in DMs?
No. Rates and payment examples in DMs are advertising and can trigger disclosure rules; the assistant offers a call instead.
What about housing-related ad rules?
Meta treats housing and credit ads as special categories with targeting limits. That applies to your ads; the assistant applies the same answers to everyone who messages.
How much does social DM AI cost?
$109/mo for Messenger, Instagram and TikTok messages (where access allows), or $279/mo for every channel.
What do I need to connect?
Admin access to your Facebook Page and an Instagram professional account linked to it. We guide you through it on a short call.
Launch day in 5 business days
Your DMs, answered while you're with clients.
Social DM AI $109/mo, or every channel for $279/mo.
No payment on the form · Monthly plans cancel any time · Reply within 4 business hours