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Mortgage Introduction SMS


GoCRM lets you automate text messages so that your prospective clients get a personalized introduction from you the moment they encounter your business. This is where you get to reel them in with an engaging introduction message and make a good first impression.


Before you start sending text messages, you will need to create a segment. The segment represents the group that you’re targeting (who you’ll be talking to). We recommend that you filter out contacts that don’t have a phone number to avoid bounced messages or unresponsive leads.


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You’ll need to include the following steps on your automation.

How it works:
Create an automated text message to go out to leads when they subscribe to your communication. Pay careful attention to the way you introduce yourself – you need to be able to engage contacts, maintain a professional tone, and provide valuable information while staying inside the limit of 140 characters.

Hi {{ contact:firstName }}, we know you don’t want to wait to get funding. That’s why the entire (business name) team is available via text too. Just pop us a message for any questions you have!
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Hey, it’s {{ user:firstName }} from (business name) here. Texting is the new emailing, so here we are – just a text away for all your mortgage service needs.
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