Mortgage Broker Texting CRM
A texting CRM built for mortgage brokers who need to follow up faster on leads.
Mortgage leads are expensive and competitive. Text2Sale helps mortgage brokers send bulk SMS to purchase and refinance leads, manage conversations from a team inbox, use AI replies to keep prospects engaged, and close more loans.
Fast follow-up on purchase leads
Text new mortgage leads within seconds of receiving them. Brokers who respond first book the most applications.
Refi and rate campaigns
Upload your existing client list and run refinance or rate-drop campaigns via SMS when rates move — reach your entire book in one send.
AI-assisted pre-qual conversations
When leads reply asking about rates, down payments, or loan types, AI can help your team respond quickly and move them toward a scheduled call or application.
Team inbox for loan officer teams
Keep all prospect conversations in one shared inbox so no lead gets missed when loan officers are busy with closings or applications.
Why teams choose Text2Sale
Why mortgage brokers use Text2Sale
Text2Sale gives mortgage brokers a fast way to reach purchase and refinance leads by SMS, run bulk outreach campaigns, and manage conversations from one inbox — so more leads turn into applications.
Frequently asked questions
Can mortgage brokers use Text2Sale for lead follow-up?
Yes. Text2Sale is used by mortgage brokers to follow up on new purchase leads, run refinance campaigns, manage pre-qualification conversations in a 2-way inbox, and use AI replies to keep prospects moving toward a scheduled call.
Can I text my existing client list for refinance campaigns?
Yes. Upload your client list as a CSV and send a bulk SMS campaign when rates drop or when it is time to reach out about refinancing opportunities.
Is Text2Sale compliant for mortgage texting?
Text2Sale includes 10DLC-compliant texting and opt-out handling. For RESPA compliance and consent requirements specific to mortgage marketing, always consult your compliance team before launching campaigns.
How does Text2Sale help loan officers book more applications?
Text2Sale lets loan officers reach new leads immediately, run automated follow-up sequences, and use AI-assisted replies to answer common questions and schedule calls — all from one dashboard.
How much does Text2Sale cost for mortgage brokers?
Text2Sale starts at $39.99/month with a free trial available. It includes mass texting, AI replies, 2-way inbox, CSV imports, and campaign tools.