Mortgage brokers, lending teams and finance operators can use LoanBot to compare loan options and connect shoppers with sponsors. A new contact in LoanBot can start a Zap that sends a timely SMS through Mobile Message, giving a prospective borrower a clear next step while their interest is still fresh. It is a practical way to acknowledge a new lead without asking staff to monitor the platform and copy phone numbers by hand.

The New Contact event can send an individual message, send SMS to a list or create a contact in Mobile Message. You might text a confirmation that the enquiry has been received, explain when a sponsor will follow up or invite the shopper to reply with a suitable time. Mobile Message can also add that person to a list for an appropriate campaign, provided your consent and messaging process support it. The connection is made through Zapier, so you choose the LoanBot trigger, map the available contact details and write the SMS your team wants customers to receive. LoanBot continues to manage the mortgage review and sponsor connection, while Mobile Message handles the outbound text.