Brian J.
Banking, 51-100 employees
More than a year
“Winning new business”
Pros
It actually brought in a lot of new new business for us.. so far so good.
Cons
I don't have any complaints about it at all.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Lindsay J.
Banking, 51-100 employees
More than a year
“A productivity booster!”
Pros
For our day-to-day communication with borrowers, this tool has been a real game changer. It's very simple to use and helped us become much more productive.
Cons
There really isn't much I dislike about it, thank you.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Joseph D.
Banking, 51-100 employees
More than a year
“Excellent customer engagement tools”
Pros
The customer engagement features have been really strong and the automated text messaging works wonderfully.
Cons
Nothing I dislike about this product.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
John V.
Financial Services, 500+ employees
More than a year
“Better client conversations”
Pros
It's been really helpful for starting conversations with potential new clients. Once a chat begins with a prospective customer, it becomes much easier to build trust and turn that interaction into business.
Cons
It should have a wider vocabulary overall during conversations with new potential clients.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Shawn M.
Banking, 51-100 employees
Less than a year
“faster texting with canned messages”
Pros
Everything feels quick and efficient to use. The canned text messages speed things up a lot and make texting much faster.
Cons
Some words typed into a message, such as "loan," trigger a violation error that prevents the text from being sent.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Marc N.
Financial Services, 51-100 employees
Less than 6 months
“History feature comes in handy”
Pros
The interface feels user-friendly as it is, features like dialogue history make it especially useful.
Cons
So if I lock my computer and sign back in, I have to close the app and reopen it. It's not really a big issue, though.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Nicholas T.
Financial Services, 51-100 employees
Less than a year
“smooth conversation”
Pros
Passing a conversation from one employee to another is really easy now. Keeps the transition process smooth for our team!
Cons
Nothing major comes to mind that I dislike.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jordan B.
Banking, 101-500 employees
Less than 6 months
“Easy access for everyone”
Pros
Access to my account and my employees' information is very convenient with it
Cons
I haven't run into any problems with this software, been good so far
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Eric S.
Banking, 51-100 employees
Less than a year
“Scheduled texts save time”
Pros
Its built-in scheduled texts feature is incredibly helpful and saves a lot of time.
Cons
No issues yet!
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Kellie R.
Financial Services, 51-100 employees
Less than a year
“Convenient to use”
Pros
I like how it lets us keep a full history of conversations while also giving us an instant way to connect with borrowers.
Cons
Didn't come across any negative aspects.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Todd F.
Financial Services, 101-500 employees
More than a year
“fantastic support and channels”
Pros
Beyond the outstanding customer service and support, the platform brings a lot of valuable features to the table. It includes Velocify integration, a mobile app, group chat functionality, canned messages, chat attachments, powerful reporting, real-time deliverability tracking and omnichannel options for web chat, Google and Facebook. Which all is great
Cons
At this point, I really do not have any complaints. We are constantly sharing new ideas and the team keeps evolving the platform right along with us. One of the biggest strengths they offer is a real understanding of mortgage lenders' needs. Whenever a situation or challenge comes up, they grasp it quickly and move fast on solutions.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Brian G.
Consumer Services, 51-100 employees
Less than a year
“a real time saver!”
Pros
Simple to work with, very effective and it saves me a lot of time.
Cons
Can't think of any downsides to this program.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10