SMS Text Tool
General
The SMS tool provides a way for you to send a text message to a specified group of loans.
How To
The SMS tool can be found by navigating to Tools > Customer Communication > SMS, but first you'll need to designate recipients for the text message using the Loan Manager or one of the reports. You can narrow down the results of either a report or the Loan Manager and then use the data options drop-down to elect to send those results to the SMS tool. The loan manager also gives you the option to select accounts one at a time to send to the SMS tool.
Click SMS Tool to add a loan to the list of recipients. Once you have added all the loans you want, navigate to the SMS tool.
Here you should see a list of recipients. Click the trash bin icon to remove a recipient. Click inbox icon to select which customers and phone numbers on the account should receive the message.
To send a message, select the message template from the Please Select Template drop-down and then click Save.