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sliston  
#1 Posted : Tuesday, September 25, 2018 11:01:40 AM(UTC)
sliston
Rank: Advanced Member

Posts: 123

Mortgage Manager Mobile App - Using System User Chat  

Mortgage Manager’s mobile app lets you engage in two-way messaging as seen in the example below. A Loan Officer (Sidney Preston, the Contact Owner) using the mobile app can communicate with her Loan Officer Assistant (Tamie King) who is using the desktop version. To begin, find a contact by selecting New Leads from the mobile app’s Dashboard (Figure 1):

(Figure 1: Dashboard - New Leads)

Select a contact from the list (Figure 2):

(Figure 2: New Leads - Select Contact)

From the contact screen, tap on Chat (Figure 3):

(Figure 3: Contact - Chat)

Tap on No Active Channels to activate channels (Figure 4):

(Figure 4: Contact - Chat - Channels)

Choose System User Channel (Figure 5):

(Figure 5: Contact - Activate Channels)

Confirm by tapping OK (Figure 6):

(Figure 6: Contact - Activate Channels - Confirm)

Now, the Loan Officer (Sidney Preston) can add her Loan Officer Assistant (Tamie King) as a recipient. Tap within the Recipients area (Figure 7):

(Figure 7: User Chat - Recipients)

Select a Recipient and tap on Done (Figure 8):

(Figure 8: User Chat - Recipients - Selected)

Type your message and tap on Send (Figure 9):

(Figure 9: User Chat - Message - Send)

The message arrives on the Loan Officer Assistant desktop application (Figure 10):

(Figure 10: User Chat - Message Arrives)

The Loan Officer Assistant can then reply (Figure 11):

(Figure 11: User Chat - Message - Reply)

The reply comes into the Loan Officer’s mobile app (Figure 12):

(Figure 12: User Chat - Message Panel)

This example illustrates how one user on the mobile app can communicate with another on the desktop version.

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