TextUs
29 Case Studies
A TextUs Case Study
Kelly Zitlow Group, a ten-person mortgage lending team led by senior mortgage advisor Kelly Zitlow, needed a better way to communicate with homebuyers, referral partners, and agents in a fast-moving real estate market. They were finding that emails were often missed or ignored, and texting from personal phones created compliance and security concerns, so they needed a business texting solution. TextUs helped them replace ad hoc texting with a secure, compliant platform.
Using TextUs, Kelly Zitlow Group integrated SMS with Salesforce, kept their office number, and used campaigns for new leads, pre-approved clients, under-contract buyers, post-closing follow-ups, and agent outreach. The team used both the mobile app and desktop templates to send real-time status updates, answer questions faster, and maintain stronger relationships; while the case study does not cite hard numerical metrics, it reports faster responses, smoother closings, improved client satisfaction, and better referral communication.
Kelly Zitlow
Kelly Zitlow Group