This quick walkthrough shows how to create a named Group SMS conversation, add borrowers, co-borrowers, real estate agents, and other contacts, and keep the whole deal team in one shared thread inside LoanOfficer.ai.
Open Conversations and select the Groups tab to see existing group threads or begin a new one. Group conversations are separated from one-to-one Messages, which makes it easier to return to a deal-team discussion without searching through individual threads. You can also reach the group workflow from a borrower record when you are already working inside that file.
Create a group name that a teammate can recognize immediately. The walkthrough uses a property address followed by Closing Team. A consistent format keeps several active transactions from becoming a list of vague or duplicate conversation names.
Use Add People to choose the contacts who should participate. A mortgage group may include the borrower, co-borrower, buyer's agent, listing agent, processor, or another authorized participant. Confirm the selected people before the first message so transaction details do not reach the wrong contact.
Messages and replies remain together in the named group thread. That shared history gives each participant the same update and helps the mortgage team avoid repeating the same status separately across several one-to-one texts. Use the thread for coordination, not for sensitive borrower data. Social Security numbers, account numbers, documents, credentials, and other private information should stay in approved secure channels.
The group composer includes Get AI Suggestions. Use it to help draft a clear response, then review the wording, recipients, facts, and any required disclosures before sending. A suggestion does not replace the loan officer's responsibility for the final message.
Open Conversations and select the Groups tab. The group workflow is also available from a borrower record.
Add contacts who belong in the transaction conversation, such as borrowers, co-borrowers, real estate agents, or authorized team members.
Yes. Use a clear name such as the property address followed by Closing Team so the thread is easy to identify.
Yes. Messages and replies remain together in the named Group SMS thread.
Yes. Get AI Suggestions can draft a response, but the sender should review the recipients, facts, wording, and disclosures before sending.
No. Keep Social Security numbers, account numbers, credentials, and sensitive documents in approved secure channels.
Group Texting is now live in LoanOfficer.ai. Open Conversations and choose Groups, or begin from a borrower record. Create a thread, give it a recognizable name, add the people who belong in the conversation, and send one update to the whole deal team. Replies stay together in the shared history, and AI suggestions can help draft the next message for your review.