Lenders can text through Follow Up Boss with the calling add-on. All texts through Follow Up Boss are automatically recorded and provide visibility to team members working with the same contact.
Sending a Text
- Open the Lead Profile > click Text at the top of the page
- Write Your Text or select a Template > Send Text
Note: If it's your first time texting someone, make sure to include your name and company at the end of the text so the recipient knows who you are, as you'll be contacting them from a number they haven't seen before.
When someone replies to you, the reply will be displayed on their contact record and also in your Follow Up Boss Inbox. Check the Notification Center to enable the desired notifications.