Create a convenient digital experience, and build a reputation people trust.
Stand out in online search.
Podium makes it easy to rack up great reviews to increase your rank online, meaning you can attract more leads, more loan applications, and more clients.
One stop for every conversation.
Manage all your conversations from one inbox and create the modern experience your customers are looking for.
Podium is NOT a CRM.
We have set up Podium to text a simple survey to clients 10 days after Disclosure Signed.
Yes! Anyone on your team can be given access to your Podium location with varying permissions.
From bulk texting (by uploading a list of contacts), communicating via text with clients under a single number, to responding to reviews on Google, Facebook, and more on your behalf, Podium was made for teams.
Podium checks to see if a loan file is Funded. When a loan is funded, Podium schedules an automatic review invitation text to be sent to the loan client.
We are currently working on refining the logic of when review invites are sent (day/time).
The default send time is 10:00am after Podium receives the file marked as Funded.
Two other available times are:
- Immediately when file is received. (this ends up being around 7-7:30am)
- In the evening at 7:00pm.
If you would like to change your send time, please email mediateam@benchmark.us to let us know which time you prefer.
Yes! If you have a textable landline, you can give Podium (Twilio) access to texting rights. Sometimes, a VOIP carrier can be made to work, but not usually. Cell carriers cannot give texting rights.
If this can be supported for you, your team will be able to manage text communications from your landline phone number within the Podium interface. Phone calls will still ring your phone as expected!
Unfortunately, Podium is not set up to allow this. However, they do provision a phone number with a local area code for your Podium Location to use, if you choose not to give texting rights for your textable landline.
You can check to opt-out of Podium from Encompass.
When do I need to opt-out in Encompass by?
The podium file is uploaded at 10pm that night so the opt out button needs to be checked before/on the day of the Borrower Intent to Proceed date is completed.
If the opt out is check before loan is funded, then the funded portion will not be uploaded that day.
You can opt-in to add Bulk Texting:
1,000 Sends: $60/mo*
2,000 Sends: $128/mo*
*Billed to Corporate, who charges your branch.
To sign up, please Contact Mediateam (click)
Missed calls shouldn’t result in missed sales. Podium’s business VOIP system makes it easier for your team to get back in touch with missed callers—before they go to your competition. No matter how your clients want to reach you—on the phone, on social media, etc —everything is routed to the same inbox making it easier for you to never miss a message.
If you are interested in getting on Podium Phones, please reach out to us (click).