Edit My Milestone Update Text Message

Overview

The Texting settings allow for you to make various configuration changes to the text message templates sent to your borrowers.

Among these settings, you'll have access to edit your milestone update text message.

The Milestone Update Text Message is sent out to a borrower, realtor/partner, or third party recipient when a milestone is checked off in the loan flow and text messaging is enabled. The notification will be the same for all milestones.

How to Set Up

From your team pipeline, navigate to Settings and select the Texting tab:

Scroll down to Milestone Update Text Message and select the option to Edit Milestone Update Text Message:

Adjust the text message body by typing in the text box. Make sure you select Save to confirm the changes:

Note: Text messages are limited to 160 characters. You can go over the character limit but keep in mind this is not recommended as it will split up the message. The character limit is visible next to the name of the notice at the top of the text box.

Success! The new text message template will be sent to your borrowers moving forward.