Salesforce SMS for mortgage CRM
Close More Opportunity
With Well-Timed
Borrower Communications
You are in good Company
Break the ice with your borrowers
Catch homebuyers early and seize opportunity
A great way around this is to leave an impact with a personal message within the first 2-3 minutes of a lead filling out a contact form
This also makes you seem accessible and gets you in front of the customer faster
Break the ice with a personal touch, Get on a first-name basis
Most leads forget your brand after first contact within the first crucial 10 minutes and are lost to a sea of other distractions on the internet.
Use merge fields and templates to send personalized introductions with the data you collect, Get on a first-name basis before the others
Eliminate Phone tag, Accelerate Loan Conversation
Use a single branded shortcode or Sender ID for all communications
Automate messages and status for missing documents for loan progress
Process applications much faster
Get Custom Shortened URLs for Documentation, Payments that homebuyers will trust and use
Use custom domain URLs where authentication is needed, Send and receive documentation from clients for e-Signing
Redirect to payment gateways easily when sending reminders for mortgage installments, and see if borrowers opened those links
Capture Essential Data, Use Chatbots to Qualify borrowers for loan eligibility
Configure Decision Trees and Dynamic Questionnaires in 360 SMS to automate interactive questions driven by keyword replies that help qualify applicants
Let applicants know the loan amounts and revised mortgage rates they qualify for, Help teams have more qualified conversations that hit straight home
Manage Points-of-Contact and Mortgage Team Territories to foster ownership
Geotag Borrowers by area code and manage loan sales territories
Geotag respondents to bulk campaigns through area codes for automatic lead assignment
Keep originator numbers automatically consistent thereafter to build a relationship with the account managers
Connect to homebuyers from anywhere
Choose between 8 built-in channels, Short Codes, VoIP, or Toll-free numbers to encourage homebuyers to respond to campaigns on their preferred communication channels
Choose between SMS, WhatsApp, Telephony, MMS,
Show Borrowers
They’re More Than Just a Number to You
Scale Personalization
Run reports to send personalized messages automatically. Set yourself apart.
Send birthday notifications
Use demographic data to wish borrowers, agents, and realtors on important life events like birthdays
Congratulatory Messages
Congratulate your stakeholders on closing a deal, refinance, or loan approval
Automate Communications Throughout Touchpoints in the Life-Cycle
Record milestones as applicants make the process
Don’t let applications fall through the cracks. Instead, set up a guided application process
Scale relevant communications or actions at each stage and capture time-sensitive opportunities
Trigger time-sensitive actions
Automate multi-channel interactions with all stakeholders to update them on the application process and next steps
Record field data at each stage keep follow-ups consistent and pick up loan conversations where you left off
Update All Stakeholders on Each Stage of the Loan Process
Automate qualification for new leads
Categorize customers by keyword responses
Enable drips on multiple channels. Combine SMS, MMS, Voicemail, and email, and speak to them wherever they are
Update multiple stakeholders at once
Push alerts and reminders on loan progress,
Inform borrowers, co-borrowers, listing agents, referral partners, insurance agents, and title agents simultaneously
Schedule follow-ups, Loan-officer visits
Update custom field data to reflect if the application was ineligible, abandoned, or closed. Use data to trigger actions like follow-ups for 1003 documentation
Keep in Touch After Closure for
New Opportunity and Feedback
Break the ice
Automate Communications
Keep In Touch
Keep In Touch After Closure For
New Opportunity and Feedback, Drive Repeat Sales
Ask Borrowers for Reviews, Feedback
Send out bulk messages to previously funded clients for loan reviews, This lets you establish a touchpoint without being overbearing
Keep in touch after closure
Sending a message at planned intervals helps project an active interest in the client’s best interests, as well as keeps you top-of-mind
Leverage relationships, Drive repeat sales
The idea is to get in front of clients much before they’d even think to refinance their loans, so you always remain the most convenient first-choice
Retarget and Send Follow-Ups
in aN Year-Long, Dependable Drip Campaign
An automated Drip Campaign can be set to pursue opportunities even when teams forget, Ensuring no customer falls through the cracks
So when sales representatives finally, call customers, it isn’t a surprise and they have many points-of-entry to bring them into the conversation
Stay top of mind, Even after a deal closes – Here’s how
Post Closure
Feedback
Your customers are always on the lookout for a better deal.
Know what’s on their mind to assess future scope and collect social proof like reviews
Loan Anniversary
Notifications
Thank applicants for the time they spent with 30 days after a loan is processed and issued.
Communicate the value you associate with the relationship.
Post Closure
Campaigns
Retain relationships and Increase your chances to be called on for a refinance.
Automated personalized agent Voicemail, SMS, and email
Our Testimonials
Bradley Brondt | Acre Mortgage
Julie Aragon | Mortgage Team
Scottie Campbell | Waymaker Mortgage
Leon Belov | The Lending Group
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