MMI One Mobile App | Using AI-Generated SMS Suggestions

Learn how to find, review, personalize, and send suggested client outreach messages from the MMI One Mobile App.

Before you begin

Open the MMI One Mobile App and navigate to your client records. Make sure you have permission to contact the client by text and that your message complies with applicable consent and communication requirements.

Step 1 — Open a client record

From Past Clients, select the client whose outreach suggestions you want to review.

Step 2 — Locate AI-Generated Outreach

On Client Details, find the AI-Generated Outreach section beneath Activity.

Step 3 — Review the Greeting suggestion

Select Greeting to review a suggested introductory message. Select Show full message if the preview is shortened.

Step 4 — Review MoneyMoves

Select MoneyMoves to see an alternative message focused on financial opportunities.
 

Step 5 — Review Equity Alert

Select Equity Alert to see a suggested message about the client’s home equity.

Step 6 — Edit the message

Tap Edit to customize the wording before sending. Confirm that all details are accurate and appropriate for the client.

Step 7 — Open SMS

Tap Send SMS to open your device’s native messaging composer with the suggested message populated.

Step 8 — Review and send

Review the recipient and message in your messaging app, then send when ready. Sending is completed in the phone’s messaging app.

Helpful tips

The suggested copy is a starting point. Always review for accuracy, relevance, and tone. Loan and equity information shown in the client record should be verified before making any specific claims.

Need assistance?

Contact support@mmi.io for help with the MMI One Mobile App.