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Salesforce Native · Mortgage SMS · Borrower Texting

Close More Loans and Drive
Repeat Business with
SMS for Mortgage

Automate speed-to-lead responses, loan status updates, and post-closure drip campaigns with well-timed mortgage SMS messages using Salesforce - no code. No middleware.

Speak to a Texting Professional Book a Demo
★★★★★ 4.9 / 5.0 · 1,200+ verified reviews ·
360 SMS - Borrower Inbox · Salesforce CRM for Mortgage
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Borrower Conversations
Bradley Brondt9:03 AM
Great - what's my rate? 🏠
💬 SMS
Julie Aragon8:44 AM
Docs uploaded ✓
💚 WhatsApp
Scottie CampbellTue
What's my loan status?
AI Bot
1
Leon BelovMon
Loan funded - congrats! 🎉
💬 SMS
Bradley Brondt - Borrower
via Salesforce CRM · Acre Mortgage
Hi Bradley - I'm Sarah at Acre Mortgage. I saw you're looking at a 30-year fixed in Austin. I'd love to help - what's the best time for a quick call? 🏠
360 SMS · 9:01 AM · Delivered ✓
Great - what's my rate? 🏠
Bradley · 9:03 AM
Based on your profile, you're looking at around 6.8% - let me run a full pre-qual and send your personalized options. Reply INFO to start!
9:03 AM · Auto-logged ✓
✓ Lead qualified · LO briefed · Loan record updated in Salesforce
Type a message...
Template
Auto-logged · Opt-out managed · 15+ channels active Live
35%Fewer Application
Drop-Offs
55%Faster Document
Collection
38%More Repeat
Business
98%SMS
Open Rate
1,200+Verified
Reviews
AgentExchange · #1 Rated
Why mortgage teams choose 360 SMS

How 360 SMS Solves Every
Mortgage Communication Need

Every use case runs natively inside Salesforce - from speed-to-lead to post-closure drip. Click a use case to see it in action.

Speed-to-Lead

Catch homebuyers early - get on a first-name basis within 2–3 minutes

A personalized message within 2–3 minutes of a lead filling out a form helps you reach them before they forget your brand. Use merge fields and templates to send tailored introductions - essential for effective mortgage texting.

  • ✓Instant personalized intro fires the moment lead record is created in Salesforce
  • ✓Merge fields use lead data - name, loan type, area - to personalize at scale
  • ✓Single branded Sender ID - get on a first-name basis before competitors respond
2–3 min
Response window
50%
First-responder wins
0
Manual outreach
Speed-to-Lead · Salesforce CRM FlowLive
Borrower Conversation · SMS · <3 Minutes
Hi Bradley - I'm Sarah at Acre Mortgage. I saw you're looking at a 30-year fixed in Austin. I'd love to help - what's the best time for a quick call? 🏠
360 SMS · 9:01 AM · Delivered ✓
Great - what's my rate?
Bradley · 9:03 AM
Based on your profile, you're looking at ~6.8%. Let me run a full pre-qual and send your personalized options!
9:03 AM · Auto-logged ✓
✓ On first-name basis in <3 min · Lead qualified · LO notified in Salesforce
2–3 min
Response
50%
First responder wins
0
Manual outreach
Loan Status Updates

Eliminate phone tag - automate borrower loan update messages at every stage

Automate loan updates, missing document reminders, and application status messages from a single branded Sender ID. Track every milestone and keep mortgage applications moving without missing opportunities.

  • ✓Loan stage update texts fire automatically from Salesforce - no manual effort
  • ✓Single branded Sender ID - all comms from one consistent number
  • ✓Pick up loan conversations where you left off - full history visible to LO
3×
Faster processing
↓70%
Phone tag
0
Manual updates
Loan Status Updates · Salesforce CRMRunning
✓
Application received · Welcome text + checklist sent
✓
UW Submission · "Your file is with underwriting - est. 48h"
✓
Conditional Approval · Conditions list sent with doc links
!
Clear to Close · Congrats text sent · All stakeholders notified
✓ Every stage auto-communicated · Phone tag eliminated · Full history in Salesforce
3×
Faster processing
↓70%
Phone tag
0
Manual updates
Document Collection

Process applications faster - custom shortened URLs borrowers trust and use

Use trusted branded short URLs for documents, e-signing, and mortgage payment reminders. Share secure custom domain links, send and receive borrower documentation, redirect to payment gateways, and track link opens easily.

  • ✓Custom branded short URLs for document upload, e-signing, and payments
  • ✓Link tracking shows who opened the URL - LO knows exactly who to call
  • ✓Missing doc requests fire automatically when items aren't received by deadline
↓60%
Doc delays
89%
Link click rate
0
Manual chasing
Document Collection · Branded URLs · SalesforceActive
Trigger: Pay stub missing - deadline in 48 hours
Doc request sent - branded upload linkDelivered ✓
Link opened by borrowerTracked ✓
Document received · Stage updatedUploaded ✓
✓ Doc delays ↓60% · Link tracking eliminates guesswork · All logged in Salesforce
↓60%
Doc delays
89%
Click rate
0
Manual chasing
Chatbot Qualification

Mortgage inquiry chatbot in Salesforce - qualify borrowers for loan eligibility

Configure decision trees and keyword-driven questionnaires in 360 SMS to qualify applicants automatically. Instantly share eligible loan amounts and mortgage rates for more qualified conversations.

  • ✓Decision trees driven by keyword replies - qualify income, credit, purchase price
  • ✓Borrowers learn loan amounts and rates they qualify for - before first call
  • ✓All responses logged to Salesforce - LO enters every call fully briefed
3×
More qualified leads
24/7
Qualification
0
Wasted LO calls
Chatbot Qualification · 24/7 · Salesforce CRM Online
🏠 BORROWER QUALIFICATION · AUTO-RUNNING
Bot: "What purchase price are you targeting? Reply A) Under $400K B) $400–700K C) $700K+"

Scottie: B

Bot: "Got it. What's your credit range? A) 620–679 B) 680–739 C) 740+"
✓ Fully qualified before first call · LO briefed in Salesforce
✓ Loan amount + rate eligibility shared before first call
✓ All responses auto-logged to loan record in Salesforce
3×
Qualified leads
24/7
Qualification
0
Wasted calls
Post-Closure Drip

Keep in touch after closure - drive repeat sales and referrals

Stay top-of-mind with automated borrower follow-ups from Salesforce. Drip campaigns nurture refinance opportunities at planned intervals - even when teams forget to follow up.

  • ✓Loan anniversary notification 30 days post-funding - automated from Salesforce
  • ✓Post-closure feedback + review requests - bulk SMS to funded clients
  • ✓Year-long drip - SMS, voicemail, email - so refinance leads come to you first
+38%
Repeat business
3×
More referrals
0
Missed follow-ups
Post-Closure Drip · SMS + Voicemail + EmailRunning
✓
Day 30 · Feedback request + review link - 89% response rate
✓
Month 6 · "Rates dropped 0.5% since your close - want to explore refi?"
✓
Month 12 · Loan anniversary + equity update sent
✓
Month 18 · Referral ask - "Know anyone buying? I'd love to help."
✓ +38% repeat business · 3× referrals · You're always first-choice for refi
+38%
Repeat business
3×
Referrals
0
Missed follow-ups
Stakeholder Updates

Update all stakeholders on each stage of the loan process - simultaneously

Send automated loan updates and reminders to borrowers, agents, and partners simultaneously. Manage multi-channel communication, geotag territories, and keep originator numbers consistent to strengthen relationships.

  • ✓All parties updated simultaneously - borrower, co-borrower, listing agent, title
  • ✓Geotag by area code - auto-assign leads to loan officers by territory
  • ✓Birthday and milestone texts - congratulate stakeholders on closings
6+
Stakeholders updated
1 click
All parties notified
0
Missed comms
Stakeholder Broadcast · Clear to CloseSent
Loan stage: Clear to Close - all parties notified simultaneously
Borrower & Co-borrower notifiedSent ✓
Listing agent notifiedSent ✓
Title company & referral partnerSent ✓
✓ 6 stakeholders updated in 1 click · All logged to loan record in Salesforce
6+
Stakeholders
1 click
All notified
0
Missed comms
Mortgage Teams
Ready to close more loans?
See 360 SMS running inside Salesforce for mortgage in a free 20-minute demo.
Book a Demo →
How it works

Automated. Inside Salesforce. Zero code

Campaign · Evaluate · Process · Update · Retain - every stage handled automatically.

Speed-to-Lead
Instant response · Chatbot qualification · Salesforce CRM
50% leads won by first responder01 / 04
1
Lead submits contact form
Salesforce record created - triggers intro text instantly
2
Personalized intro fires <3 min
First name, loan type, area - merge fields from Salesforce
3
Lead replies - chatbot qualifies
Decision tree runs - income, credit, purchase price captured
4
LO briefed - fully qualified call
Lead record updated · LO notified · No cold calls
On first-name basis in <3 min · Fully qualified before first call · All logged in Salesforce
Application Processing
Stage-triggered updates · All stakeholders · Salesforce CRM
↓ 70% phone tag02 / 04
1
Application submitted
Salesforce loan record triggers status text automatically
2
Stage updates auto-texted
UW submission, conditional approval, CTC - all automatic
3
All stakeholders notified
Borrower, listing agent, title, referral partner - simultaneously
4
Funded - congrats text sent
Post-closure drip starts automatically · No manual steps
Every stage auto-communicated · Phone tag eliminated · All parties always informed
Document Collection
Branded URLs · Link tracking · Auto-requests · Salesforce
↓ 60% doc delays03 / 04
1
Missing doc detected in Salesforce
Loan record triggers automated document request
2
Branded URL sent via SMS
Custom domain - borrowers trust and click
3
Link open tracked in Salesforce
LO knows exactly who clicked and who to follow up with
4
Doc received · Stage updated
Salesforce loan record updated · Confirmation sent instantly
Doc delays ↓60% · Link tracking eliminates guesswork · All logged in Salesforce CRM
Post-Closure Retention
Year-long drip · Refi pipeline · Referral engine · Salesforce
+38% repeat business04 / 04
1
Loan funded in Salesforce
Post-closure drip sequence starts automatically
2
Day 30 - feedback + review ask
Establish touchpoint - collect social proof
3
Month 6 - rate check-in
"Rates dropped since your close" - refi conversation starts
4
Year 1+ - anniversary + referral
Loan anniversary · equity update · referral ask · repeat sale
No deal falls through the cracks · Refi pipeline built automatically · You're always first-choice
⚡ AI Use Case · Mortgage Lenders

AI-Powered Borrower
Qualification & Support. 24/7

Loan officers are too valuable to waste on unqualified leads or routine status queries. 360 SMS AI agents handle qualification, document chasing, appointment scheduling, and post-closure follow-up - automatically inside Salesforce. Give back teams more time to prospect and close.

AI Rephrase & Polish Borrower Communication
AI Rephrase & Polish Content simplifies complex mortgage explanations, approval updates, and documentation requests into clearer borrower-friendly communication automatically.
Reduce borrower communication confusion
AI-Powered Chatbots for Loan Assistance
A first-time buyer needs hand-holding. A repeat borrower doing a cash-out refi needs speed. Salesforce data - loan type, borrower history, stage - drives what gets sent and when. Merge fields do the personalization. Never a generic mortgage checklist.
Improve borrower support responsiveness
Conversation Analysis for Borrower Insights
Conversation Analysis identifies hesitation, missing documentation, sentiment trends, and potential delays from borrower conversations automatically.
Accelerate loan processing efficiency
Achieve end-to-end mortgage communications with a single app integration - no code.
All conversations auto-logged to the loan record. Data stays inside your Salesforce org.
See AI in action →
Salesforce Native · Single App Integration
Platform & Territory Management

Manage territories, teams &
touchpoints - all inside Salesforce

360 SMS centralizes end-to-end mortgage communications inside Salesforce - no middleware, no external platforms. Geotag borrowers by area code, manage loan officer territories, and ensure every conversation is consistent, contextual, and logged.

Geotag borrowers by area code
Auto-assign inbound leads to the right loan officer by territory. Keep originator numbers consistent to build relationships with account managers.
Custom shortened URLs for docs & payments
Custom domain URLs borrowers trust - for documentation, e-signing, and payment gateways. See if borrowers opened those links directly in Salesforce.
Single branded Sender ID
All communications from one consistent shortcode or Sender ID - building brand recognition and borrower trust throughout the loan process.
Opt-In & Opt-Out consent management
Double Opt-In and Opt-Out consent flows built in - essential for compliant mortgage text marketing at scale, directly inside Salesforce.
Salesforce-Native Mortgage Platform
End-to-end borrower communication
✓
All borrower data inside your Salesforce CRM only
✓
15+ channels · SMS, WhatsApp, MMS, voice · single inbox
✓
Geotag by area code · auto territory assignment
✓
Custom branded URLs · link tracking built in
✓
Single Sender ID · consistent borrower relationship
✓
All interactions auto-logged to loan record
Zero Code · Single App Integration
Empower loan officers to set up processes easily without code. Achieve end-to-end mortgage communications with one Salesforce app.
CONTACT US

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Whether you need a 360 SMS demo, a pricing quote, or help with setup in Salesforce, our team is available 24x7 across the US, UK, AU, and IN.

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