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6 Strategies for mortgage professionals to generate More Business Using Text Message Marketing

10. July 2012 10:19

Text message marketing strategies that can be implemented by mortgage professionals, mortgage brokers and lenders to inform their clients of the latest rate and loan programs remind borrowers of scheduled closings, announce events and capture satisfaction survey.

With 97% open rates, text message marketing will get lenders’ messages in front of their target market, instantly.

The text message marketing can impact conversion rates, and improved customer relationship the mortgage professionals.

The mortgage professionals, lenders, and broker can use text messaging service for the following

Rate alerts: Send rate alerts to
potential customers the interest rate changes or advise of upcoming rate change.

Rate Quotes: Allow potential customers to request current interest rate using text message. With this not you’ll add value to your business, but also this will help you build your text message contact list.

Generate Lead from advertisement: Measure performance of your Print, Radio, or TV advertisement by including text messaging in the Ads. This allows potential customers to request information on the go and also add their mobile number in your database. Also, you can measure effectiveness of your advertisement and optimize it for future advertising efforts.

Status updates

To keep customer informed about their loan process, mortgage processional can send text message to inform customer about major milestone

Ask a question

Customer or potential can send a text message to mortgage adviser simple brief questions. Mortgage advisers can simply answer their questions directly from outlook, or any email client.

Customer Survey

Mortgage profession can send customer satisfaction survey to capture customer experience during loan process. Customer can simply answer few questions using a text messaging.

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Group Text Messaging | Group Texting | Mass Text Messaging | SMS Marketing | Text Message Marketing | Text Message Marketing software | Text Message Reminder

How to send reminders and calendar summaries via Outlook 2010 SMS text message?

2. July 2012 14:38

Source: Brien M. Posey

I like to share an excellent article by Brien M. Posey the eight time Microsoft MVP. 

Believe it or not, not everyone has a smart phone. Fortunately, users without ActiveSync-enabled phones can still access Outlook 2010 information such as calendar summaries, reminders and email via SMS text messaging. Here’s how to set it up.

To begin the configuration process, click on the File tab in Outlook 2010, then click Options. When the Options screen appears, click the Mobile tab. Next, click the Calendar Summary Settings button. When you do, you’ll see a message stating that you need to configure a text messaging account before continuing (Figure 1).
 
 
 
Figure 1. You must configure a text messaging account to use Outlook 2010’s mobile messaging features.
 
Click Next, and you’ll see a screen asking you to enter a service provider URL, a user ID and a password. You must obtain this information from a messaging service provider, which is almost always separate from the user’s mobile carrier.
 
Figure 2 shows a dialog box with a link to help you find a text messaging provider for your mobile carrier. Depending on which carriers your employees use, you may be able to find a free account or at least an account that offers a free trial.
  
 

Figure 2. Configure Outlook 2010 to use a messaging service provider.
 
After entering the aforementioned service provider URL, user ID and password, click OK.
 
Send Outlook 2010 calendar summaries via text
The Calendar Summaries option lets you send calendar information to mobile devices that don’t support Exchange ActiveSync. To do so, click the Calendar Summary Settings button. When you do, you’ll see a dialog box (Figure 3).
 
 

 
Figure 3. Outlook can send calendar summary information to mobile phones that do not have ActiveSync enabled.
 
As you can see, you have the option to specify what time of day the calendar summary is sent. You can also exclude specific types of events, such as all-day events, weekend events or events that occur outside of working hours.
 
I recommend choosing the option to send one text message for each appointment. Disabling this option reduces the number of text messages that are sent, which saves money. However, the text messages are a lot easier to organize when there is a separate message for each event.
 
Send Outlook 2010 reminders via text
 
You can also configure Outlook 2010 to send mobile reminders. To do so, click the Mobile Reminder Settings button. You can base reminders on how your name appears on an item, as well as on the item’s category (Figure 4).
 
 

 
Figure 4. Configure Outlook 2010 to send reminders via text messages.
 

 

 

 

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Small Business | Text Massaging | Text Message Reminder | Text Messaging Service | Outlook Text Messaging Service

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