Mortgage Tech Firm Boosts SMS Text Capabilities for Loan Officers


Continuity Programs Inc. says it has connected its mortgage CRM software with Twilio’s communication platform in order to enable users of MyCRMDashboard to create conversations with their prospects, customers and referral partners through SMS text messages.

“This addition to MyCRMDashboard has the potential to allow loan officers to scale their SMS outreach to their contacts,” says 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 says it used feedback from existing financial industry users to develop this new feature within its mortgage CRM software. Users asked for a way to engage consumers with their mobile devices.

With the tool, loan officers can create secure, compliant conversations about financial services with their borrowers. The CRM automatically records all the SMS messages and enables bi-directional chats. Borrowers who prefer communicating via text will experience faster and more personalized communications, the company notes.

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