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#1 Posted : Thursday, July 26, 2018 10:40:34 AM(UTC)
Rank: Advanced Member

Posts: 123

Chat with a Contact using Two-Way Texting  

[Note: This feature is also available on the Mobile Mortgage Manager app]

Mortgage Manager allows you to send and receive text messages, capturing the entire conversation within the contact record.

To send a text, select and open a contact record from Contact Finder (Figure 1):

(Figure 1: Contact Finder - Select Contact)

Make sure that the contact has a Mobile Phone Number (Figure 2):

(Figure 2: Contact - Mobile Phone Number)

If no text messages have yet been sent from this contact, click on Activate This Channel in the upper-right area to activate the Texting Channel (Figure 3):

(Figure 3: Contact - Activate Texting Channel)

Notice that the Texting Channel is now active. The contact and the Contact Owner are both listed by default in the Recipients field.

(Note: all messages are seen by everyone listed in the Recipients field.)

Type your message and click Send (Figure 4):


(Figure 4: Contact - Texting Channel Active)

Notice that the outbound text message is captured and saved (Figure 5):

(Figure 5: Texting Channel - Text Saved)

When replies are received, they are saved along with any subsequent messages (Figure 6):

(Figure 6: Text Messages Saved)

The Chat Channel can be used to communicate with both the contact and the co-borrower, as well as other users on your team. For example, your Loan Officer Assistant can send a message to the co-borrower, and the Loan Processor can answer questions about an appraisal.

Users don't need to worry about missing messages. Push notifications are sent to both the desktop and mobile versions when new messages arrive.

Similar Topics
Mobile Mortgage Manager App - Chat with a Contact using Two-Way Texting (Mobile Mortgage Manager)
by Cimmaron 10/2/2018 1:28:55 PM(UTC)
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