RateUpdate SMS Integration

Yes — Mobile Message integrates with RateUpdate. Send and receive SMS from the tools you already use.

50 FREE SMS credits included when you sign up

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Mobile Message

About the RateUpdate integration

A hot mortgage lead can cool while a loan officer is still sorting through form results and deciding who should call first. RateUpdate can trigger when a new hot lead is created or when a lead completes the pre-approval form. Mobile Message can then send a plain-text SMS to the lead or alert the assigned loan officer.

This helps mortgage teams respond promptly to people who have shown buying or refinancing intent. A form completion can trigger a message confirming that the pre-approval information has been received. A new hot lead can send an internal alert with the details needed for a personal follow-up. If the lead should also be recorded in RateUpdate from another workflow, Mobile Message Inbound SMS Received can trigger the RateUpdate Add New Lead action. The connection is made through Zapier, so each automation is configured separately and uses the fields available at that step. It does not create a two-way lead sync or replace your existing qualification process.

A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

Connect RateUpdate and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A new RateUpdate hot lead appears RateUpdate · New Hot Lead
Then Text the loan officer Mobile Message · Send SMS
Use this Zap
When Instant A lead completes pre-approval RateUpdate · New Form Lead
Then Text the lead a confirmation Mobile Message · Send SMS
Use this Zap
When A prospect texts your Mobile Message number Mobile Message · Inbound SMS Received
Then Add the prospect as a RateUpdate lead RateUpdate · Add New Lead
Use this Zap
1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything RateUpdate supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 2
  • New Form Lead — Triggers when a lead completes the pre-approval form.
  • New Hot Lead — Triggers when a new hot lead is created.
Actions 1
  • Add New Lead — Creates a new lead in RateUpdate automatically.

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

RateUpdate + SMS: common questions

Can RateUpdate text a loan officer about a hot lead?

Yes. New Hot Lead can trigger Mobile Message Send SMS. Map the lead information and send an internal notification to the loan officer or team member responsible for follow-up.

Can a completed pre-approval form send the applicant a text?

Yes. New Form Lead can trigger Send SMS. Use the lead fields supplied by RateUpdate to confirm receipt and explain the next expected step.

How do I connect RateUpdate lead events to Mobile Message?

You need RateUpdate, Mobile Message and Zapier accounts. Choose a RateUpdate trigger and Mobile Message action in Zapier, map the lead fields, test the workflow and publish it without code.

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