Integration
Text clients with consent.
Send opt-in texts for lead follow-up and reminders. STOP, HELP, and do-not-contact requests are handled, and every text shows up on the contact.
BrokerDrive lets each brokerage set up its own texting account, starting with Twilio. Texting is always opt-in. The brokerage owns the number and account, STOP, HELP, and do-not-contact requests are handled, and each text shows up on the contact or lead where allowed.
Twilio number
Opt-in SMS
BrokerDrive
Your brokerage hub
Contact timeline
Consent tracked
How it connects
Your texting number to BrokerDrive contacts. So texts people agreed to, and their replies, show up on the timeline.
Into BrokerDrive
- Replies and delivery status
- STOP, HELP, and opt-out requests
Out of BrokerDrive
- Opt-in texts for follow-up and reminders
- Sync direction
- Two-way (you send, replies come back)
- Sync frequency
- Right away
- Who manages credentials
- Tenant-managed
- Required plan
- Team and up (you bring your own texting account)
Setup steps
- 1Brokerage gets a Twilio (or supported) number
- 2Connect the account login in integration settings
- 3Confirm how you record opt-in and handle STOP, HELP, and do-not-contact
- 4Texts start showing up on contacts and leads
Security & access
- Texting is always opt-in; the opt-in is recorded
- STOP, HELP, and do-not-contact requests are required and handled
- Your texting account login is managed by you and encrypted
BrokerDrive keeps the work in BrokerDrive. This connection cuts double entry and keeps records up to date across leads, listings, transactions, compliance, finance, and reporting.
Frequently asked questions
- Can each brokerage use its own SMS provider?
- Yes. You bring your own number and texting account (Twilio first). BrokerDrive keeps texting opt-in and handles STOP, HELP, and do-not-contact requests.
Connect it without losing the workflow.
Start a trial, or get a walkthrough of how this fits your brokerage.