Preview My Text Message Templates


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 preview your text message templates.


How to Set Up

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






Locate the text message template you want to preview and select the Preview option:






The text message template will be visible including the text message prefix and any content in the body of the text message template:





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  • Hi Megan ..I am having trouble with my phone..just wanted to touch base to see if you can give me a closing date for my refinance..One of Capital one cards are in Tims name and I am an authorized user ..I also dont pay taxes due to VA widow am exempt
    Look forward to hearing from you..possibly by phone until I can sort my phone stuff out

    Thanks have a great day😘

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