For mortgage brokers: Never miss renewal conversations with SMS

Brokers miss renewal opportunities when contacts tagged 'Renewal in 30 Days' go uncontacted, risking lost renewals. SMS reminders prompt customers to reply so brokers re-engage and secure renewals.

Overview

Mortgage brokers risk lost renewals when clients aren't nudged before their renewal window. This workflow sends targeted SMS reminders and creates follow-up tasks so brokers can re-engage proactively, improving response rates and reducing missed renewal opportunities. Brokers report faster response times and fewer missed follow-ups when reminders are in place.

Notable Features

Send SMS to flagged customers
Format phone numbers for delivery
Create follow-up task for broker