Brex Partner Referrals SMS Integration

When you refer a business to Brex, you want to stay on top of their application status and keep them moving forward. Brex Partner Referrals tracks every referral automatically, and with Mobile Message you can notify your customers when their application progresses. If a referral is created or the status changes, you can send an SMS update so they know you're on top of it and they're making progress toward approval.

This responsiveness builds trust and keeps referrals moving through the process. A new referral might trigger a welcome text explaining the application process and what to expect. A status update could prompt you to text the business owner asking for the next piece of documentation or celebrating a milestone. When everything's approved, you can send them a message celebrating the good news. Each touchpoint keeps your brand in their mind and demonstrates that you're actively supporting their success.