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The SMS feature allows users to directly message the borrower, co-borrowers, and external contacts defined in the application. Users can view their SMS number within the User Profile by clicking their user avatar in the User Settingsin the top right corner.
SMS permissions are turned on within Superadmin and managed by the organization’s administrator. The SMS number is tied to the user’s account and can send and receive messages. If a mobile number is saved within the application and users have SMS permissions, text messages can be sent to this number.
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The SMS icon appears in three places: Quick Action Tools, Action Tools toolbar, and notifications.
Quick Action Tools
Clicking theSend SMS icon on the Quick Action Tools opens a chatbox for the lead that is selected.
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All contacts that have a mobile number defined in the application appear in the left panel of the chatbox. Each contact displays their name, role, mobile number, and a colored consent icon. (See the Consent article for details.) The conversation displayed in the chatbox is with the contact highlighted in blue.
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This space is where the user writes a message. The user clicks Send to send the message.
Images
Images can be sent in text conversations. Recipients must have MMS enabled and “display images” permission within Insellerate to receive images. If these are not enabled, recipients will receive this message.
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Consents
The consent status is in each contact card on the left as a color-coded circle. To send a consent request to a contact, the user clicks the Consents button to view all consent statuses for each contact. Users can also send/resend consent in this section. See the Consent article for details.
Red - No Consent
Yellow - Pending Consent
Green - Consented
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