360 Textolic vs MortgageCoach

Streamline Your Business Communication with the 360 Textolic App Experience the full potential of the 360 Textolic App, bringing the powerful features of 360CTI and 360SMS desktop solutions to your fingertips. Seamlessly handle calls and messages while staying perfectly synced with Salesforce—ensuring you're connected, whether in the office or on the go. Key Features: Real-Time Salesforce Sync: Search and connect with Salesforce records effortlessly, supporting both standard and custom objects. Effortless Call & SMS Handling: Instantly access call history, voicemails, missed calls, and SMS conversations all in one place. Sticky Caller & Sticky Sender: Ensure customers consistently receive calls and messages from the same number for trust and continuity. Call & SMS Insights: Quickly view call details in the Calls tab and message insights in the Chat tab. Track & Sync: Log call dispositions and SMS conversations with real-time Salesforce updates. Smart Search: Easily find contacts, messages, and Salesforce records using numbers or keywords. Click-to-Dial & Quick Messaging: Start calls and send messages with just one tap, complete with real-time tracking. Chats Tab: View, send, and track messages, including delivery status and keyword-based search. Real-Time Notifications: Receive instant alerts for calls and messages so you never miss an important update. Customizable Settings: Choose from a list of outgoing numbers for both calls and SMS to personalize your communication. Unified App Experience: A complete solution for managing calls and messages within Salesforce. Multiple To & From Numbers Sync: Instantly access all assigned numbers from the SMS and CTI desktop apps directly in the mobile app. Long Text Messaging: Send messages up to 1000 characters from the mobile app without interruptions. Keypad During Calls: Access the dial pad during active calls to interact with IVR systems easily. SMS Push Notification to Record: Clicking on an SMS push notification now takes you straight to the relevant Salesforce record. Why Choose 360 Textolic? Designed for modern businesses, the 360 Textolic App empowers you to manage high-volume calls and SMS with ease. Stay connected, track conversations, and sync seamlessly with Salesforce—ensuring speed, responsiveness, and efficiency wherever you are. Requirements: Active 360CTI and 360SMS licenses. Salesforce configuration with 360CTI Desktop Package version 2.73 or higher. To enable SMS functionality in the mobile app, install 360SMS Version 1.305.14 (and above), followed by SMS Mobile Version 1.1 and above. What’s New: Enjoy a faster, smoother app experience. Enhanced usability and reliability. Bug fixes and performance improvements. Get Started Today! Transform your mobile communication experience. Download the 360 Textolic App now and take your business interactions to the next level!

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.