1-to-1 Secure Texting.
Send real-time text messages directly from your LOS, with the secured responses our industry's requirements demand.
COMMUNICATE DECISIVELY, VERIFY SIMPLY & PROCESS SEAMLESSLY®
Send real-time text messages directly from your LOS, with the secured responses our industry's requirements demand.
Send text messages and receive replies in real time using our integrated chat-to-text feature, without leaving the loan file.
Recipients upload documents straight from their phone to our servers. Your team is notified, reviews the item, and saves it to Encompass.
When an incoming message carries an attachment or numeric content — an account number, an SSN, a dollar figure — the notification body is suppressed and the message locks until identity is verified.
Unlocking a protected message requires a single-use code delivered by email. One successful verification opens the message and that session's conversation history.
Respond to incoming messages while away from your desk, from a secure link in your email — desktop or mobile, anywhere your email reaches. Replies still send as text messages.
Outgoing reply links expire after a preset period, so an old email in an inbox is not a standing door into a borrower conversation.
Request consent from a recipient to receive loan updates by text. The request tracks as Pending until they reply YES, and both opt-in and opt-out are written to the loan's record.
Send a vCard from the chat window so your customer can save your details to their phone address book in one tap.
Choose from a preset list of messages written by your team, for your team — consistent wording without retyping it.
Each user is given their own number, so when a customer texts or calls back, they reach the person they were already speaking to.
Any user with chat enabled can review the full history with a file's contacts and export a system-generated report in PDF format.
Automatically reply to messages received while a user is away. Takes precedence over After Hours, and toggles on and off from the status bar.
Automatically respond to messages arriving outside business hours, based on each user's working hours and time zone.
Forward incoming text notifications to another team member for added coverage.
Forward incoming calls to a selected team member so a customer is never left without an answer.
Determine when users can and cannot communicate over 1-to-1 secured chat, centrally and by policy.
Communicate with Spanish-speaking recipients in their own language.
Customer-facing screens carry your logo and your color scheme, not ours.
Recipients get a shortcut straight to your point-of-sale login page — Blend, nCino, ICE's Consumer Connect, Tidalwave POS+ and others.
Customers book time with your staff through Calendly or Microsoft Bookings, straight from the conversation.
A connection status light confirms messages and status changes are arriving in real time, so no one is reading a stale screen without knowing it.
COMMUNICATE DECISIVELY, VERIFY SIMPLY & PROCESS SEAMLESSLY®