Continuity Programs has integrated its mortgage customer relationship management (CRM) software with the communication platform of Twilio, a cloud communications-as-a-service company.
With the integration, users of MyCRMDashboard can create conversations with their prospects, customers, and referral partners through SMS messages, which are automatically recorded by the CRM.
"This addition to MyCRMDashboard has the potential to allow loan officers to scale their SMS outreach to their contacts," said Kirk King, president of Continuity Programs. "It's simple to use and will drive more business to the lenders who make it available to their loan officers."
Continuity Programs used feedback from existing financial industry users to develop this new feature within its mortgage CRM software and address users’ demand for a way to engage with consumers with their mobile devices.