Create CRM engagement from outgoing SMS for mortgage team
Create CRM engagement from outgoing SMS for mortgage team
Outgoing SMS to borrowers aren't logged in your CRM, leaving loan officers without context. Save texts as CRM engagement notes so reps see context before follow-up.
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Overview
When outbound texts to borrowers don't appear in your CRM, loan officers lose vital context and follow-ups slip. This flow captures those texts as engagement notes and posts a short summary to your team channel so reps have conversation context within minutes and can act before the next outreach.