Create logged SMS on contact record with attachments
Create logged SMS on contact record with attachments
Your SMS sends lack CRM context, leaving borrower conversations untracked and creating compliance risk. It logs delivered SMS to the contact with attachments and timestamp for same-day audit.
Overview
When SMS deliveries aren't recorded, brokers lose conversation context and compliance checks become fragile. This workflow captures delivered SMS, cleans and timestamps the text, and attaches relevant files to the contact record, giving brokers and compliance staff an auditable history within minutes.