Update lead record with SMS transcript and status
Update lead record with SMS transcript and status
Your inbound SMS lead threads arrive without context, leaving loans untriaged and follow-ups delayed. The lead gets an appended transcript and a triage status so advisors can respond same day.
Overview
Inbound SMS threads often live outside your CRM, leaving advisors without context and slowing follow-up; this flow appends the conversation and flags the lead for human review so records are action-ready. That means mortgage advisors can triage and respond same day, reducing missed outreach windows.