Want a faster, more personal way to reach your clients directly from your phone?
With QR Code SMS in Jupiter you can send perfectly crafted group text messages to your selected borrowers in just a few clicks.
Important: Your borrowers must have cell phone numbers entered in their profile in order to use QR Code SMS.
What Is QR Code SMS?
QR Code SMS allows you to:
Select a group of borrowers from within an application and send one communication.
Open a pre-filled SMS message on your phone with recipients and message ready to send.
Automatically log the message in Jupiter for compliance and tracking.
It’s fast, simple, and designed to make borrower communication easier than ever.
How to send an SMS in Jupiter
1. From within the application, select Borrower tools on the top right menu.
2. Select the borrower(s) you’d like to message.
3. Type your message in the Your message to the borrower(s) field.
Screenshot: Displays the Borrower tools pop-up, where borrowers are selected under Select borrower(s), a message is entered, and the Send SMS button is clicked.
4. Click the Send SMS button.
5. A QR code will pop up. Scan the code with your phone.
Screenshot: Displays the Scan to copy text message pop-up with the QR code, the Log this message in communication history as sent checkbox, and the Log message and Close buttons.
Tip: Make sure the Log this message in communication history as sent checkbox is selected to ensure a copy of your SMS is saved in your activity feed in the Loan overview page of your loan application. This keeps your communication documented and compliant.
6. Once scanned, the QR code will automatically:
Open your phone’s SMS app
Pre-fill the selected borrowers
Insert your message
Screenshot: Displays the phone's new message screen with the recipients pre-filled and the message inserted, ready to be sent.
7. Click on the send button on your phone. If the Log this message in communication history as sent check box was selected under the QR code in the popup, the text will be included in your activity feed in the Loan overview section of the application.
Screenshot: Displays the Activity feed on the Loan overview page of the loan, where logged SMS messages are recorded.
Should you have further questions please click on the chat bubble or email support@jupiterlos.com.