SMS Text Tool

General

The SMS tool provides a way for you to send a text message to a specified group of loans.

Note: If you register a phone number and the customer then sends you a message before you send one to them, LoanPro will not be able to identify the customer and the message won’t be posted to the customer’s account.

How To

The SMS tool can be found by navigating to Tools > Customer Communication > SMS.

SMS Tool

In order to use this tool you should first designate recipients for the text message using the Loan Manager or one of the reports.  You can narrow down the results of either a report or the Loan Manager and then use the data options drop-down to elect to send those results to the SMS tool.  The loan manager also give you the option to select accounts one at a time to send to the SMS tool.

Loan Manager

Click  to add a loan to the list of recipients.  Once you have added all the loans you want, navigate to the SMS tool.

SMS Tool

Here you should see a list of recipients.  Click  to remove a recipient.  Click  to select which customers and phone numbers on the account should receive the message.

Customer and Phone Number Select

To send a message, select the message template from the Please Select Template drop-down and then click Begin Campaign.

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