SMS SEQUENCES
When you put a contact into these campaigns, you will receive a text message at these intervals, with a link to "Send SMS."
Once clicked, your phone's default messaging app will create a message to the client with these messages typed out. From there you can send or adjust the message for that specific individual.
Important Notes:
Dynamic fields (name, source, dates, etc.) will NOT show in the Messages on this page.
Don't put line breaks (enter/return). If you do, the message will not save properly.
Prospect
A lead that entered into the system in the last 14 days. You have yet to connect with the client.
START
Wait
Wait
Wait
Wait
REACTIVATE PROSPECT
Wait 1 Week
Wait 3 Days
Moves to unresponsive
MAKE CHANGES
Referral from Agent
A client referred to you by a real estate agent.
START
Wait
Wait
Wait
Wait
REACTIVATE PROSPECT
Wait 1 Week
Wait 3 Days
Moves to unresponsive
MAKE CHANGES
App Sent
You have sent this lead a Mortgage Application Link, but they have not started it.
START
Wait
Wait
Wait
Wait
REACTIVATE
Wait 1 Week
Wait 3 Days
MOVES TO UNRESPONSIVE
MAKE CHANGES
App Started
They have started their Mortgage Application, but they have not completed it.
START
Wait
Wait
Wait
Wait
REACTIVATE
Wait 1 Week
Wait 3 Days
MOVES TO UNRESPONSIVE
MAKE CHANGES
App Completed
A single confirmation / expectations text once the client has Completed their Mortgage Application.
START
MAKE CHANGES
Docs Requested
Client who completed an application, who needs more docs in order to get a pre-approval.
START
Wait
Wait
Wait
Wait
REACTIVATE
Wait 1 Week
Wait 3 Days
MOVES TO UNRESPONSIVE
MAKE CHANGES
Pre-Approved
A client who has just been Pre-Approved.
START
Wait
Wait
Wait
Wait
END
MAKE CHANGES
Reactivate
A lead in that has been unresponsive for a long time. This campaign's goal is to get a response.
START
Wait
Wait
Wait
Wait
END
MAKE CHANGES
Agent Prospect
An Agent added to the system that you are currently trying to prospect in order to get referrals.
START
Wait
Wait
Wait
Wait
END
MAKE CHANGES
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