Vice presidents of mortgage lending: log outgoing texts
Vice presidents of mortgage lending: log outgoing texts
Vice presidents of mortgage lending watch outgoing texts go unlogged, causing fragmented contact histories. Automated logging adds each outgoing text to the CRM so loan officers keep full context.
Overview
Unlogged SMS creates blind spots in mortgage pipelines and risks losing prospects at critical moments. This workflow records every outgoing text as a CRM engagement so loan officers have full conversation history and follow-ups happen with full context.
Notable Features
- Log outgoing texts as engagements
- Associate messages to contact and deal
- Notify loan officers of new entries