Automated Text Alerts for Encompass.
Automatically send real-time text message alerts and reminders on important Encompass loan events.
Encompass Milestone Text Messages
Every Party Notified, Automatically
When a loan hits a milestone, a condition clears or a date approaches, Mortgage Messaging sends the text message for you. Automated SMS alerts are triggered by Encompass business rules, custom fields and milestones, and go to borrowers, real estate agents, transaction coordinators, loan officers and assistants — so nobody has to call to ask where the loan stands.
Every automated text is logged on the loan alongside your one-to-one text conversations, phone calls and Outlook emails.
Automated Texting
Instant Alerts
Automatically send instant text alerts on important loan events using business rules, custom fields or milestones as triggers.
Automated Texting Reminders
Automatically send text reminders on loan events using a combination of date patterns and business rules, custom fields or milestones as triggers.
TCPA Compliant
Our platform maintains opt-in and opt-out controls, and records every consent event on the loan.
Instant Delivery
Instant alerts are delivered as urgently as possible, for faster response times.
Delayed Delivery
Messages can be set up with delayed delivery times in increments of 15 minutes.
Personalized Message Templates
Select a templated message from a preset list of messages created by your team for your team.
Loan Channel Tailored
Customize message templates and triggers based on loan channel.
(Retail, Wholesale & Correspondent)
Recipients
Communicate with relevant parties via text. (Borrowers, Agent, Transaction Coordinator, Loan Originator, LO Assistant)
Multi-Language
We provide additional language support for Spanish-speaking recipients.
Mindful Delivery Hours
Messages sent after hours are automatically queued and delivered the following day between 8am and 9pm.
System Templates
We provide you with templated messages to get you up and running quickly.
Automated Texting
Automated Text Alert Questions
What triggers an automated text message from Encompass?
Alerts are triggered by Encompass business rules, custom fields or milestones. Reminders combine those triggers with date patterns, so a message can go out a set number of days before or after an event.
Who can receive automated text alerts?
Borrowers, real estate agents, transaction coordinators, loan originators and loan officer assistants. Templates and triggers can be tailored by loan channel for retail, wholesale and correspondent lending.
What happens to texts that would arrive at night?
Messages triggered after hours are queued automatically and delivered the following day between 8am and 9pm.
Can automated texts be sent in Spanish?
Yes. Spanish-language templates are supported for Spanish-speaking recipients.
