Send inbound SMS alerts to owner inbox for follow-up

Inbound SMS to your CRM can sit unread, delaying replies and losing mortgage inquiries at critical conversion moments. Get each SMS emailed to your inbox so you can reply or triage same day.

Send inbound SMS alerts to owner inbox for follow-up

Overview

When inbound SMS go unread, mortgage inquiries cool and conversion chances drop. This workflow forwards every received SMS to your inbox and logs it on the lead, so you and your loan officers can take action and reply same day.

Send inbound SMS alerts to owner inbox for follow-up