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Case Study - Mortgage Sales

 

 

'Text-Connect'™ SMS text system boosts sales for Mortgage Broker.  

A leading mortgage broker have adopted Text-Connect™ to remind clients of appointments using SMS text messaging.

Text messages are a very convenient way to communicate with buyers and field based Mortgage Advisers. To facilitate this Text-Connect™ has provided the broker with it's own 'Text-Number' and texting software, making it easy for the sales office to contact both buyers and Advisers.

Field based Mortgage Advisers for the client report that missed appointments have been slashed as a result of using Text-Connect™ to remind buyers of appointment details with SMS text messages. As a result Mortgage Advisers are seeing more potential buyers, resulting more sales.

An extra benefit is that buyers are using the Text-Connect™ system to text the client for progress reports on their mortgage application. These Text enquiries are easier and quicker to process than phone calls. All messages are logged, providing proof of communication.

The Office Manager, says "Text-Connect saves us time because messages can be sent and received on our desktop PCs. Messages are quick to compose using a keyboard and arrive with the buyer almost instantly."

Sales office staff access messages from any computer with web access, and incoming messages can be automatically forwarded to other team members as emails or as texts to personal mobiles. Lists of contacts are easy to import making personalised text shots simple to set up.

She continues "Text-Connect makes us more accessible. Buyers and Advisers keep our text-number in their phones and their messages arrive on our office computers. The system allows our office staff to manage text messaging in a way which is not possible with office mobiles. Text-Connect has also proved a very useful tool in our recent recruitment campaign for new Mortgage Advisers."

No software or hardware had to be installed, making the Text-Connect™ quick and easy to implement. No formal training was required due to the intuitive, user friendly nature of Text-Connect™.

Our client selected the Text-Connect™ 'Business' package which is aimed at businesses who want to utilise SMS text messaging as a business communications tool to boost sales.

 
   

 

 

sms text messaging toolkit phone: 01952 820453 | text: 07781472088 | email: info@text-connect.co.uk
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