Keeping a record of customer texts for mortgage & lending
Rates and lock terms get quoted by text all day. In a regulated business, being able to show exactly what was said isn't optional.
What's on the line
Say a typical deal runs around $4,500 and even about 5% go sideways — that's real money resting on a text thread you might not be able to reproduce. The risk: a borrower disputing a rate, fee, or term they were quoted.
Capture these in every conversation
- Rates and lock terms quoted
- Conditions and deadlines
- Document requests and receipts
Works alongside Encompass, Salesforce, HubSpot.
Give your reps one number — keep every word
KeepTrace captures every customer text from a shared team number — timestamped, searchable, and yours to export in seconds.
See how it works →The figures above are illustrative — for framing your own numbers, not cited industry statistics. General information, not legal advice.
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Updated August 2026