Send quote SMS with advisor link to client
Send quote SMS with advisor link to client
Your quote notifications often lack advisor context, leaving borrowers unsure how to follow up. Send a personalized SMS with advisor profile and contact link so clients can connect same day.
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Overview
When quote flags flip without outreach, prospects stall and conversion momentum is lost. This flow delivers a branded SMS with advisor profile and a contact link instantly so brokers can engage clients and convert leads same day.