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Before any correspondence with the contact occurs, users must receive their consent to receive messages from their organization through Insellerate.
The colored icon next to the contact’s name represents their consent status.
When user starts a new conversation with a contact, this icon will be red by default, representing no consent. The text box will be greyed out and users will user is not be able to send messages.
To send consent, click on the “Consents” button to view consents with all contacts related to that application. Click “Send Consent” to the contact you would like to message.
An automated message will send to the contact and the consent icon will turn yellow. At this point, the contact can choose to accept or decline/ignore SMS correspondence.
If the contact replies “START,” they will receive another automated message. Their consent icon will turn green and the textbox is enabled. You can now message them freely.
The contact can withdraw their consent at any time by replying with “BLOCK.”
User is not able to send consent for any other user in the organization.
As a manager, you may view other conversations, but you may only send consent for yourself, not on behalf of other roles assigned to the lead.
Consent from borrowers/co-borrowers is not granted at an organization level. It is granted for each conversation between an agent with an SMS number and the number they are attempting to contact.
However, consent from external contacts (real estate agents, referral partners) is granted at an organization level.
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