Summary
This article provides a guide on how to effectively use BNTouch SMS templates for mortgage marketing. Learn how to customize and send targeted SMS messages for lead nurturing, reminders, and communication with your clients. By the end, you’ll know how to maximize the potential of BNTouch SMS templates to streamline your outreach and improve client relationships.
In this manual you will learn how to:
1. Create an SMS template
2. Send SMS templates
Creating an SMS Template
First of all, to get to the SMS template selection screen, go to any of your client’s records.
In the contact information window click on the “Send SMS” button.
The window will open that contains the SMS text. Enter the text and click on the “Add as a template” link.
Please note: For quick navigation and access, you can use Tags with SMS templates. Tags are keywords that best explain the purpose of the template and can be used to quickly search for templates of a specific purpose.
Click on the “Save as Template” button when everything is ready.
ONLY for administrators: you can share a template with all of your BNTouch users by checking the “Share with all users” checkbox.
Using SMS Templates
To send an SMS template, proceed to the Send SMS screen just as you did during the template creation and click on the Templates tab.
You will see the list of templates that you had created earlier. Click on a template that you currently need.
Please note: you can use the search field in the top right corner of the pop-up window to search for a specific template text, or you can find templates by tags.
The window will switch back to the “New SMS” tab, and the template will appear in the text area in the middle. Select the recipients and click “Send.”
Key Takeaways
- Streamline communication with SMS templates
Using pre-designed SMS templates, mortgage professionals can quickly send consistent, personalized messages to clients and leads, saving time and enhancing client engagement.
- Automate follow-ups with SMS reminders
Automating follow-up text messages ensures no lead is overlooked, keeping prospects engaged and moving through the sales funnel.
- Track SMS performance to improve outreach
Mortgage professionals can track the success of their SMS campaigns, refining their messaging strategies based on open rates, response times, and engagement metrics.
Commonly asked Questions
- What are BNTouch SMS templates?
BNTouch SMS templates are pre-written text message templates designed to help mortgage professionals communicate effectively with clients, saving time and ensuring consistency.
- How can mortgage professionals benefit from using SMS templates?
SMS templates allow mortgage professionals to send personalized, timely messages quickly, improving communication and client engagement without manual effort.
- Can BNTouch SMS templates be customized?
Yes, BNTouch SMS templates can be easily customized to suit the specific needs of each client or marketing campaign, making them versatile and efficient.
- How can mortgage professionals maximize the use of SMS templates?
Professionals can maximize SMS templates by segmenting their audience, personalizing messages, and sending relevant updates and reminders at the right times.
