Sending Invitations to Your Borrowers
WHAT YOU WILL TAKE AWAY FROM THIS ARTICLE
How Video Reviews Invitations Work
How To Send Invitations to Prior Borrowers
How To Review Invitations Sent
How To Customize the Invitation Experience
The Brand 360/Video Reviews platform automatically sends up to four invitations to newly closed borrowers. No additional effort is required on your part.
When you enable the Video Reviews from within the Brand 360 dashboard, newly closed borrowers from that point forward will automatically be sent up to four invitation text messages with a personalized link asking them to submit a video.
By default, the My Borrowers campaign is automatically configured to send multiple invites (up to four) until a borrower has uploaded a video.
The Day 1 Text message Invitation is sent within 24 hours of the loan being imported into Brand360.
If an invited borrower does not upload a video after receiving all four invites (Day 1, Day 3, Day 7 & Day 14), they will no longer receive any more invites.
Yes, you can send invites to borrowers who closed loans prior to Video Reviews being enabled. To do so, navigate to the Campaigns section of your Video Reviews dashboard and select the My Borrowers campaign.
From the Essentials tab, you can upload a list of past borrowers or add borrowers individually.
When you select Upload A List, a window will appear.
Select and upload your Prior Borrower file.
Ensure the file contains the necessary information (First Name, Last Name, Cell Number & Loan Closing Date).
When you select Add Individual, a window will appear.
Enter the full name and phone number of each borrower you wish to invite.
Save each entry.
The invitations will be prepared, and available on the Send Invites tab where you can review and send.
Once you’ve reviewed or customized your invite messages, go to the Send Invites section.
Review all of your invites by clicking Review Customers.
Click the Send Invites Now button to send out the prepared invites to your borrowers.
You can review and manage invites by clicking the Invites tab on your My Borrowers Campaign.
View invite status; Delivered or Undelivered.
Invites can be resent if 14+ days have passed since the last scheduled invitation was sent.
A borrower can receive a maximum of 4 invites.
The Video Reviews platform enables you to customize each of your invitation text messages as well as the rest of the invitation experience:
Invitation Text Message(s) - first invitation and up to 3 follow-up text message invites.
Welcome Video - played when the customer arrives at the web app from the invite text message.
Thank You Text Message - sent after the borrower has successfully submitted their video.
Go to the Campaign tab in your dashboard.
Select the My Borrowers campaign.
Under the Essentials tab, find the section labeled Invite Text Message.
Select the Day 1 message and click Customize.
Customize the message or add an image if desired.
Save your changes.
For Day 3, 7 and 14 messages, repeat this process if desired.
Under the Essentials tab find the section labeled Welcome Video.
Click on Customize.
Select Custom and either record or upload a brief (30 sec. max) video welcoming your customer and provide instructions on what type of video they should create.
Tap on Confirm Changes.
Under the Essentials tab find the section labeled Thank You Text Message.
Customize the thank you message text if you desire.
Include any important information or follow-up instructions.
Then tap on Confirm Changes to be done.
How Video Reviews Invitations Work
How To Send Invitations to Prior Borrowers
How To Review Invitations Sent
How To Customize the Invitation Experience
How Your Video Review Invitations Work
The Brand 360/Video Reviews platform automatically sends up to four invitations to newly closed borrowers. No additional effort is required on your part.
When you enable the Video Reviews from within the Brand 360 dashboard, newly closed borrowers from that point forward will automatically be sent up to four invitation text messages with a personalized link asking them to submit a video.
By default, the My Borrowers campaign is automatically configured to send multiple invites (up to four) until a borrower has uploaded a video.
The Day 1 Text message Invitation is sent within 24 hours of the loan being imported into Brand360.
If an invited borrower does not upload a video after receiving all four invites (Day 1, Day 3, Day 7 & Day 14), they will no longer receive any more invites.
Send Text Message Invitations to Prior Borrowers
Yes, you can send invites to borrowers who closed loans prior to Video Reviews being enabled. To do so, navigate to the Campaigns section of your Video Reviews dashboard and select the My Borrowers campaign.
From the Essentials tab, you can upload a list of past borrowers or add borrowers individually.
Upload A List
When you select Upload A List, a window will appear.
Select and upload your Prior Borrower file.
Ensure the file contains the necessary information (First Name, Last Name, Cell Number & Loan Closing Date).
Add Individual Borrower
When you select Add Individual, a window will appear.
Enter the full name and phone number of each borrower you wish to invite.
Save each entry.
The invitations will be prepared, and available on the Send Invites tab where you can review and send.
Review And Send Prepared Invites
Once you’ve reviewed or customized your invite messages, go to the Send Invites section.
Review all of your invites by clicking Review Customers.
Click the Send Invites Now button to send out the prepared invites to your borrowers.
Review Sent Invites or Resend Invites
You can review and manage invites by clicking the Invites tab on your My Borrowers Campaign.
View invite status; Delivered or Undelivered.
Invites can be resent if 14+ days have passed since the last scheduled invitation was sent.
A borrower can receive a maximum of 4 invites.
Customize the Invitation Experience
The Video Reviews platform enables you to customize each of your invitation text messages as well as the rest of the invitation experience:
Invitation Text Message(s) - first invitation and up to 3 follow-up text message invites.
Welcome Video - played when the customer arrives at the web app from the invite text message.
Thank You Text Message - sent after the borrower has successfully submitted their video.
Customize Your Invite Text Messages
Go to the Campaign tab in your dashboard.
Select the My Borrowers campaign.
Under the Essentials tab, find the section labeled Invite Text Message.
Select the Day 1 message and click Customize.
Customize the message or add an image if desired.
Save your changes.
For Day 3, 7 and 14 messages, repeat this process if desired.
Create a Welcome Video
Under the Essentials tab find the section labeled Welcome Video.
Click on Customize.
Select Custom and either record or upload a brief (30 sec. max) video welcoming your customer and provide instructions on what type of video they should create.
Tap on Confirm Changes.
Customize Your Thank You Text Message
Under the Essentials tab find the section labeled Thank You Text Message.
Customize the thank you message text if you desire.
Include any important information or follow-up instructions.
Then tap on Confirm Changes to be done.
Updated on: 20/02/2025