Mortgage CRM with SMS:
Text Borrowers Right
from Salesforce
You are in good Company
Break the ice with your borrowers via Text Messaging for Mortgage Lenders
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 — the hallmark of great texting for mortgage brokers. 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 borrower loan update messages 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,— Mortgage Enquiry Chatbot in Salesforce 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 messaging for mortgage teams, Telephony, MMS, to meet borrowers wherever they are.
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
Send application status SMS for mortgage 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 mortgage SMS texting, 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
Get in front of clients much before they’d even think to refinance their loans with automated borrower follow-ups via Salesforce — 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
FAQ’s
Which mortgage CRM solutions support SMS campaigns and automated birthday notifications?
Salesforce with 360 SMS App supports both SMS campaigns and automated date-based messages such as birthday, loan anniversary, and rate-review notifications. Messages trigger from any Salesforce field or date, so lenders can run bulk campaigns and personal milestone texts from one platform without exporting contact lists.
Can Salesforce send text messages to borrowers?
Yes. Salesforce does not include native SMS, but AppExchange apps like 360 SMS App add one-to-one texting, bulk SMS, WhatsApp, and automated messages triggered by loan stages. Every message is logged on the contact, lead, or opportunity record, keeping the full borrower conversation history inside Salesforce.
How can mortgage lenders automate client communication and engagement?
Mortgage lenders automate client communication by connecting message triggers to loan milestones in their CRM. When a file moves stage — application received, docs needed, rate locked, clear to close — the system sends the right text automatically. This removes manual follow-up and keeps borrowers informed without loan officer involvement.
Is texting borrowers TCPA-compliant?
Texting borrowers is TCPA-compliant when you have prior express written consent, honor opt-outs immediately, and register your numbers under 10DLC. Violations cost $500–$1,500 per message, so compliant platforms build in consent capture, automatic opt-out handling, and quiet-hours controls.
Can borrowers chat with a mortgage expert via text message?
Yes. With two-way SMS in Salesforce, borrowers text questions to the same number the lender always uses, and the assigned loan officer replies from the borrower's record. Automated answers can handle common questions like status checks, with seamless handoff to a human for anything complex.
Which loan stages can be automated with SMS?
Every stage can trigger an automated text: new-lead response (within seconds), pre-qualification questionnaires, document requests and reminders, appraisal and rate-lock updates, closing scheduling, and post-close follow-up. Lenders typically automate 10–15 touchpoints per loan while keeping two-way replies open throughout.
Does 360 SMS App work with Salesforce Financial Services Cloud?
Yes. 360 SMS App is native to Salesforce and works with Financial Services Cloud, Sales Cloud, and Service Cloud. It uses your existing FSC objects — households, financial accounts, loan records — as triggers and merge fields, so borrower texts personalize from live loan data without custom integration work.
Can lenders collect loan documents over text message?
Yes. Lenders send automated document-request texts with secure upload links, then schedule reminder messages until each document arrives. Because texts see roughly 98% open rates versus about 20% for email, SMS document requests significantly cut collection time and reduce the hours processors spend chasing borrowers.
What channels does 360 SMS App support besides SMS?
Beyond SMS and MMS, 360 SMS App supports WhatsApp, Facebook Messenger, ringless voicemail drops, and click-to-call — all inside Salesforce. Mortgage teams typically use SMS for updates and reminders, WhatsApp for international borrowers, and voicemail drops for rate-alert campaigns, with every channel logged on one borrower timeline.
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