Jack was restless. He had been lying awake for hours after receiving the text; “It’s still a great time to refinance! Don’t miss out!” Had he missed out? Fairy Tale Mortgage had been sending him texts and now he wondered if he had, indeed, missed out. He got up, opened his laptop, and went to Fairy Tale Mortgage’s website… Texts get read, even in the middle of the night. The Botsplash platform enables its clients to send outbound text campaigns with deliverability rates in the high 90th percentile. If you’d like to know more about the Botsplash platform, check us out here!
Chatbot Flows & Rate Tables
The only thing open this late was Jack’s laptop. He was greeted by a chat icon that let him know there was no one there but the virtual assistant could still help him. He was taken down a path that asked a few questions and got him to a rate he couldn’t believe he qualified for! He used the chat’s virtual assistant to schedule a time with someone at Fairy Tale Mortgage who could reach out to him. Jack went back to bed, and this time, fell asleep easily. Chats don’t have to be live. Using natural language processing, Botsplash’s automated chat flow can often answer customers’ questions. Integrations with pricing engines can return rates and give you the ability to capture customers, even in the middle of the night. If you’d like to know more about the Botsplash platform, check us out here!
The next morning, Jill, one of Fairy Tale Mortgage’s loan officers, sees Jack has reached out about refinancing his home. Jill helped him several years ago and the Botsplash platform saved Jack’s interaction in her CRM. Jack was in a different time zone, so she replied to his inquiry and scheduled it to be sent later in the morning. She gave him multiple options including text to respond.
Botsplash is an omnichannel platform enabling asynchronous conversations across multiple communication channels. It can also schedule when chats and texts go out to ensure TCPA rules are respected and recipients are not inconvenienced. If you’d like to know more about the Botsplash platform, check us out here!
Jack was at work and was uncomfortable using his office computer, so he responded to Jill by text. He was a fast thumb texter and asked several questions at once. Jill smiled when she saw his questions and in a few clicks quickly responded to each one. Jack was impressed how fast and how knowledgeable she was. So he scheduled a time to talk.
Loan officers often receive the same types of questions from applicants and Botsplash gives them an easy way to respond using canned messages. These pre-approved responses to common questions ensure answers are accurate and compliance-approved. If you’d like to know more about the Botsplash platform, check us out here!
As Jack and Jill chat using the innovative and customizable Botsplash chat widget, their conversation about Jack’s refinancing was starting to become more concrete. As such Jill began asking Jack for necessary documents needed for the refinancing process. Using the Botsplash chat widget, Jack easily uploaded his driver’s license, utility bill, statements, and more.
Document-sharing is integral to B2C interactions and the Botsplash chat widget can assist all parties involved with chats to upload and share documents up to 25MB. If you’d like to know more about the Botsplash platform, check us out here!
With documents shared, Jack’s refinancing process at Fairy Tale Mortgage was almost complete. However, Jack had some final questions for Jill and unfortunately, the questions were simply outside of Jill’s realm of expertise. So Jill, using the Botsplash platform, asks a mortgage consultant at Fairy Tale Mortgage, Mary, to join in on the conversation, so that Jack can get his questions answered.
With multi-agent chat, multiple agents and business representatives can join an existing chat and help out with a conversation. Having multiple agents at the ready and being able to join in on a conversation allows for questions to be answered quickly and easily. If you’d like to know more about the Botsplash platform, check us out here!
CRM Sync & Integration
Everything Jack has spoken and shared with Jill is now consolidated in an orderly fashion within the Botsplash platform. However, Jill still needs to update her own CRM with notes and more. Luckily for Jill, Botsplash integrates with existing CRMs, both commercial and proprietary ones, so everything that takes place within the Botsplash platform is automatically synchronized with the CRM she uses.
CRM sync and integration are one of the core pillars of the Botsplash platform’s functionality. The ability to have an omnichannel engagement platform sync up and update to and with a CRM provides that much more freedom to users of Botsplash. If you’d like to know more about the Botsplash platform, check us out here!
Video Screen Sharing
Jack and Jill successfully refinance Jack’s home and they both want to chat one more time. However, instead of just jumping on a phone call or chat, Jack and Jill use the Botsplash platform’s built-in video player to initiate video screen-sharing. The virtual video call makes it as if Jack and Jill were sitting right next to each other and they use the video call to finalize their dealings. Jack successfully refinanced his home and he lived happily ever after.
Video screen-sharing is more prominent than ever in today’s evolving business world. Video screen-sharing is but one of the many embedded features within the Botsplash platform that offers that much more with regard to communicating more effectively with consumers. If you’d like to know more about the Botsplash platform, check us out here!
Epilogue: Moral of the Story
The moral of the story? Conversations can happen anywhere and at any time. Using Botsplash makes communication simple for Jack, easy for Jill, and profitable for Fairy Tale Mortgage.
If you would like to give your loan officers a better means of engaging with existing and prospective clients and at the same time offering those clients a better way of communicating with your loan officers, then check out Botsplash here and reach out to see if the platform can help your company with greater lead conversions, consumer engagement, and closed deals.