Haven Home Equity specializes in cash-out debt consolidation and refinancing. Their partnership with Botsplash transformed lead response times and enhanced engagement through SMS communication. By integrating Botsplash’s omnichannel platform, Haven streamlined its loan officer workflows, leading to increased conversions and improved customer retention rates.
Rate utilized Botsplash features like Bookme for appointment scheduling and subaccounts for organizational efficiency. These tools improved agent productivity, streamlined customer interactions, and boosted engagement. With over 1,000 meetings booked and a 40% response rate, Rate enhanced its communication strategy and customer satisfaction.
Mutual of Omaha Mortgage tackled the challenges of a fluctuating market by adopting Botsplash’s SMS capabilities. Features like lead management, automation, and the mobile app improved contact rates from 12% to 60%. These enhancements allowed their loan officers to provide fast, personalized responses and strengthen customer relationships.
NEXA Mortgage revamped its customer journey with Botsplash, leveraging AI-driven tools for lead qualification and automation. Features like Sequences and Generative AI ensured personalized interactions and efficient follow-ups. The results included a 30% response rate, minimal spam, and over 150,000 active conversations year-to-date.
Go Mortgage focuses on simplifying the mortgage process, particularly for new construction loans. With Botsplash’s SMS and web chat solutions, they optimized after-hours engagement and provided seamless communication options. These features enabled Go Mortgage to deliver exceptional customer service and maintain a high level of client satisfaction.
The Federal Savings Bank enhanced its operational efficiency with Botsplash’s SMS campaigns, intelligent routing, and advanced reporting features. They achieved a 90% message delivery rate, reduced response times to 20 seconds, and ensured 100% agent adoption. These changes improved customer satisfaction, streamlined workflows, and supported their mission of helping more homeowners.
Premia Relocation Mortgage partnered with Botsplash to solve delayed follow-ups and disconnected communication between their marketing and sales teams. By embedding SMS directly into Salesforce and syncing with HubSpot, they improved lead response rates by 46% and maintained marketing attribution integrity, boosting both efficiency and consumer engagement during high-stress relocation events.
The Baldwin Group optimized its SMS strategy with Botsplash by integrating direct messaging into Salesforce and implementing compliance-first campaign tools. These upgrades empowered agents to communicate efficiently and securely, resulting in 414,000+ messages sent, a 17% response rate from new leads, and a 0.23% spam rate, showcasing scale, control, and measurable ROI.
Perry Johnson Mortgage Company elevated its customer engagement by embedding Botsplash directly into its internal agent dashboard. This integration eliminated tool-switching and enabled faster, more consistent communication across SMS, web chat, and mobile channels. With personalized messaging at scale and cleaner CRM alignment, PJMC improved response efficiency, strengthened agent workflows, and maintained a trusted borrower experience, all while keeping deliverability and compliance front-and-center.
USML partnered with Botsplash to accelerate borrower conversations and centralize communication across channels. By consolidating SMS, web chat, and mobile outreach into a single inbox, USML eliminated workflow friction and empowered agents to respond faster. Botsplash also enabled high-volume campaigns that still felt personal, supported by compliance-first routing and strong deliverability. These improvements boosted response rates, agent coordination, and overall borrower satisfaction.
Mission Loans transformed its speed-to-lead performance using Botsplash’s omnichannel engagement platform. With significantly faster first-touch outreach and a unified inbox for all messaging, loan officers connected with borrowers while intent was at its peak. Botsplash helped Mission Loans scale follow-ups without losing the personal touch, while maintaining visibility, compliance, and message consistency. The result was stronger engagement and more meaningful borrower conversations.
Haven Home Equity optimized lead routing and agent efficiency by implementing Botsplash’s intelligent distribution tools. With cap-based routing, batch assignment, and timed reassignment, Haven ensured leads reached the right agents without delays or bottlenecks. Real-time dashboards improved visibility into performance, while fair and transparent distribution boosted team engagement. These enhancements strengthened borrower follow-up and improved conversion potential.
Rate leveraged Botsplash to launch agile, targeted SMS campaigns across multiple sub-brands. With fast list uploads, dynamic personalization tokens, and streamlined compliance controls, Rate responded quickly to market shifts and borrower trends. Botsplash’s centralized dashboard improved reporting, message delivery, and brand consistency, enabling Rate teams to run high-volume outreach while maintaining strong engagement and deliverability.
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