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  • If an external contact (real estate agent, referral partner) is assigned to multiple applications, they may receive multiple SMS messages from the same agent. When an external contact replies to a conversation, it is displayed in the application that was last updated.

  • If multiple applications have the same mobile number, the last application updated receives the SMS message.

  • If the borrower and co-borrower have the same mobile number, only one of them will appear in the chatbox.

  • If the borrower or co-borrower has the same mobile number as an external contact, the external contact receives the SMS message.

  • Recipients To receive images, agents must have MMS enabled and “display images” permission turned On within Insellerate to receive images. If MMS is enabled but “display images” permission is turned off, agents will be notified that an image was attempted.

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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 received in text conversations by agents. Recipients Agents must have MMS enabled and “display images” permission turned On within Insellerate to receive images. If MMS is enabled but “display images” permission is turned off, agents and the sender will be notified that an image was attempted.

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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.

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