Agentic / One-pager
SMS Assistant Two-way borrower texting, on the LO's behalf.
The SMS Assistant texts borrowers for the loan officer and replies to them in real time. It answers questions, qualifies new leads, books time when the LO's calendar is connected, and hands off when the borrower wants a person.
| Status | GA |
|---|---|
| TE evaluation | Ready |
| Layer | Agentic · TE in-house |
01Who it's for
- Loan officers who want every lead and alert followed up.
- Admins who set the assistant's voice and rules for the organization.
02What it does
- Ten ready-made conversations: rate alert, new lead (purchase, refinance, HELOC), credit inquiry, firm offer, periodic review, aged pre-approval, in-process update and general use
- Starts from a journey, a campaign or a manual send
- Books, moves and cancels appointments on the LO's connected calendar
- Hands off to the LO on request and honors opt-outs
- Organization-wide persona, assistant name and custom instructions
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