Case Study: Mortgage Lending Company increases conversions and response rates with SMS-Magic

A Mortgage Lender Increases Conversions with Messaging

Mortgage Lending Company faced low engagement: calls went unanswered and emails were often ignored, leaving response rates around 50%. After evaluating messaging apps on the Salesforce AppExchange for workflow automation, merge fields and CRM logging, they selected SMS-Magic’s messaging platform to reach prospects and referral partners where they actually communicate—via text.

Using SMS-Magic integrated with Salesforce, the lender automated two-way texting for lead intake, prequalification expirations, disclosure alerts, partner updates, event reminders and more, with all messages logged in the CRM. The result: faster conversations, higher conversions and greater efficiency—response rates rose by more than a third and texting-driven leads converted at a materially higher rate after SMS-Magic was deployed.