Case Study: Cornerstone Home Lending streamlines client communication with TextUs

5 Text Templates to Move Clients Through the Home Financing Journey

Cornerstone Home Lending’s Kelly Zitlow Group needed a better way to communicate with clients and real estate partners as texting became the preferred channel. They wanted to engage via text without using personal cell phones, while also keeping up with a fast-moving mortgage process and reducing missed calls and emails.

TextUs provided the texting solution, enabling Cornerstone Home Lending to send templated SMS workflows, share reminders and status updates, and sync all messages to Salesforce for a single source of truth. With TextUs, the team saved time, improved coordination across users, got quicker responses, reduced voicemail tag and missed emails, and even helped messages reach clients when emails landed in spam.

Cornerstone Home Lending

Kelly Zitlow

Cornerstone Home Lending