Send personalized welcome SMS and tag deal with variant
Send personalized welcome SMS and tag deal with variant
Your mortgage enquiries arrive without a timely welcome, leaving advisors without context or a next action. This sends a personalized SMS and marks the deal so reps can follow up same day.
Overview
When first contact isn’t immediate, mortgage leads cool off and advisors lose momentum. This flow sends a tailored SMS within minutes and logs which message was used so reps know what prospects received and can follow up same day. It turns cold handoffs into actionable callbacks and clearer CRM visibility.