SMS vs MortgageCoach

SMS-Magic Mobile App SMS-Magic Mobile App brings your CRM-based customer interactions to your smartphone so you can respond to your sales leads and service tickets even when on-the-field. Shrink the sales cycle and keep your customers for life by attending to your leads and post-purchase queries in the micro-moments when decisions are made and preferences shaped. SMS-Magic Mobile App constantly speaks to your CRM to keep you in sync with the context of the conversations across team members and the customer lifecycle. Use SMS-Magic Mobile App to: 1. Get notified about and respond to incoming leads and customer queries in real-time 2. Converse with your customers and prospects across SMS, WhatsApp, and Messenger using text as well as rich media 3. Identify the context of each customer interaction and assign them to relevant team members 4. Automate standard customer interactions such as status updates, account alerts, or appointment reminders 5. Integrate end-to-end with your CRM - be it Salesforce, Zoho, or others. Whether you are an existing user of the SMS-Magic Converse web app or not, this mobile app will make your customer interactions more profitable and pleasant. We hope you’ll give it a try. Please note: If you use SMS-Magic for Salesforce, you need to be on the web app version 1.64 or above to sync with the SMS-Magic Mobile App. Are you having trouble? Please contact care@sms-magic.com Who is SMS-Magic: SMS-Magic is a proven, global messaging platform provider for popular CRM solutions, with over 2,500+ clients across 190 countries, including small, midsize, and enterprise accounts. SMS-Magic has deep experience across various industries in applying conversational engagement to improve marketing, sales, and service performance. Whether you want to bring in more leads, convert them to revenue, or keep those customers happy - SMS-Magic offers the solutions, expertise, and insights you need to drive conversations that convert. Screen-Magic has offices in Chicago (US), Pune, and Delhi (India) with 180+ employees.

The MortgageCoach app is the mobile powerhouse for MortgageCoach users. It transforms your database into a proactive sales engine, helping Loan Officers turn data into deals—anytime, anywhere. Key Features for Modern Loan Officers Presentations on the go: Generate loan comparison presentations (TCAs) on the go. Whether you're starting from scratch or from an opportunity, our streamlined interface focuses on the most impactful fields, making it easy for new users to master in minutes. Video Branding & Highlights: Make your presentations personal. Record and add videos directly from your phone, and use the highlight tool to guide your borrower’s attention to the most important financial details, whether created on mobile or desktop. AI-Powered Summaries: Review instant AI Summaries of conversations between your borrowers and the AI assistant, ensuring you always know what the borrower is curious about. Real-Time Urgency: Never miss a "ready" borrower. Receive instant push notifications the moment a borrower engages with your TCA or hits a financial milestone where they could benefit from a new loan. Deep Context & Discovery: Stop guessing and start coaching. Drill into the "why" behind every opportunity with full access to property, borrower, and financial data. You’ll enter every conversation with a complete understanding of the borrower's unique benefits. Actionable Next Steps: Move from insight to outreach in one tap. Access pre-written email, text, and phone scripts alongside recommended TCA strategies. Use "Click to Contact" buttons to launch your next conversation instantly.