Engage SMS
Tap into More Impactful Customer Engagements
Elevate your communications with conversational SMS campaigns that connect you with customers in real time, build loyalty, and drive conversions.
More than a conversation starter
More dynamic personalization
Deepen your relationships by delivering timely, relevant messages that reflect your customers’ financial needs and goals.
Better customer experiences
Leverage your data in Total Expert to identify customer intent and connect when they need you most.
Increased response rates
Conversational, two-way SMS gets your message across with up to 98% open rates and 45% response rates.*
Less technology juggling
Unite your SMS capabilities with the rest of your sales and marketing automation to save time, money, and hassles.
*https://www.gartner.com/en/marketing/insights/articles/tap-into-the-marketing-power-of-sms
Move from conversation to conversion faster with Engage SMS + Journeys
Engage SMS does more than enable loan officers to text their contacts. By integrating with Total Expert Journeys, text messages can be sent to leads automatically, ensuring a contact receives timely and relevant messaging.
Watch how Engage SMS speeds up the outreach process and provides a loan officer with high-quality opportunities.
Seamlessly communicate from your device or desktop
Fully embedded conversation history
Access every customer message from within the Total Expert platform or mobile app to make sure you never miss—or misplace—an important conversation.
Unique, local phone numbers
Don’t give your contacts a reason to mark you as SPAM or let your messages go unanswered. Keep the same local number for every conversation, even automated Journey messages.
Connect with customers whenever, wherever
Real-time impact
Create more meaningful interactions with real-time, two-way messaging that allows you to bring a human touch to the digital world.
Bulk messages
Segment your contacts and send bulk messages to past borrowers, current applicants, or real estate partners.
Enterprise-level compliance
Telephone Consumer Protection Act (TCPA)
The TCPA has strict rules about who you can contact, what times of day you can contact them, and what records you need to keep. Engage SMS has built-in guardrails to prevent your messages from violating the TCPA.
10-Digit Long Code (10DLC)
Total Expert will guide you through the process of registering your organization’s 10-digit phone number(s) with The Campaign Registry to whitelist them, ensure optimal deliverability, and provide contacts with a simple, highly visible option to opt out of messaging.
Engage SMS + Intelligent Automation
Engage SMS does more than enable loan officers to text their contacts. By integrating with Total Expert Journeys, text messages can be sent to leads automatically, ensuring a contact receives timely and relevant messaging. Watch how Engage SMS speeds up the outreach process and provides a loan officer with high-quality opportunities.
See it in action
We know that seeing is believing. Let us show you the power of Total Expert.
Knowledge & insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
