LoanPro uses and integration with Solutions By Text (SBT) to give you the ability to send SMS text messages to your customers. As a business, sending SMS messages to your customers, especially when the messages could be considered a collections practice, is highly regulated. LoanPro uses SBT in part because they do so well at following these regulations. The way the integration works is also due, in large part, to the need to send these messages in a legal way.
Using the SBT integration in LoanPro requires several things. First, you need an SBT account. When setting up your account, you can create message templates with solutions by text which will become the actual messages you send to your customers. Next, You need to tell LoanPro about your account with SBT by entering your SBT credentials into your company settings.
Once your account integration is complete, you must register your customer’s phone numbers in order to send them messages. This is best done when you add new loans to your company.
You may also edit your SBT templates to make sure that your template variables are correctly mapped to LoanPro system variables.