BrokerEngine SMS Integration
Yes - Mobile Message does integrate with BrokerEngine!
New Financevault Document Request can trigger Send SMS to tell a client what is needed. Financevault Document Request Done can send a confirmation, while Stage Changed can alert a client or broker that an application has moved. New Lead Created can also start a welcome text. If a client replies, Mobile Message’s Inbound SMS Received trigger can run New Card in BrokerEngine to create a follow-up card.
This connection helps mortgage teams pair BrokerEngine’s loan workflow with direct customer communication. BrokerEngine remains the place for leads, cards and document requests, while Mobile Message sends and receives SMS. Zapier carries only the fields you choose, and each automation runs from one trigger to one action.
A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.
What you can automate
Connect BrokerEngine and Mobile Message through Zapier and these run on their own, with no code and no developer.
Bulk SMS at 1.6¢ per SMS
Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.
100% Direct Delivery - Guaranteed
We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.
FREE Dedicated Number
Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything BrokerEngine supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 12
- Card Date Changed — Triggers when a card date field has changed.
- Contact Tagged — Triggers when a contact is tagged.
- Contact Untagged — Triggers when a Tag is removed from a Contact.
- Contact Updated — Triggers when a contact is updated.
- Financevault Document Request Done — Triggers when client clicks "Done" in a FinanceVault document request.
- New Card on Board — Triggers when a new card on a specific board or regardless of board is created.
- New Contact Created — Triggers when a new contact is created.
- New Deal Created — Triggers when a new deal is created.
Show all 12 triggers
- New Financevault Document Request — Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
- New Lead Created — Triggers when a new lead is created.
- New Task Created — Triggers when a new task is created for a loan or a contact.
- Stage Changed — Triggers when an application's stage has changed.
Actions 1
- New Card — Creates a new card on the board that you choose.
Everything Your Integration Needs
Easy-to-Use Integration
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
Inbound SMS Handling
Receive replies and incoming messages directly into your app for seamless two-way communication.
BrokerEngine + SMS: common questions
Can BrokerEngine text clients about document requests?
Yes. New Financevault Document Request can trigger Mobile Message’s Send SMS action. You can use the request information available from BrokerEngine to explain what the client needs to complete.
Can an application stage change send an SMS?
Yes. Stage Changed is a BrokerEngine trigger that can run Send SMS in Mobile Message. It can notify a client or internal recipient when the application moves to a new stage.
How do I set up BrokerEngine SMS workflows?
Connect BrokerEngine and Mobile Message to Zapier, choose the relevant loan event and SMS action, then map and test the fields. No code is required. Both app accounts and a Zapier account are needed.
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Learn MoreReady to Try Mobile Message?
Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!