The Challenge

Before implementing Salesmsg, Envoy’s loan officers relied heavily on personal cell phones to call and text prospects.

This approach created several challenges:

• Manual, unlogged activity - Calls and texts were not consistently logged in HubSpot, creating gaps in visibility, compliance, and reporting.
• Inefficient workflows - Reps spent an estimated 15–30 minutes per day per activity calling, texting, and manually logging outreach.
• Low answer rates - Spam call fatigue made call-first workflows ineffective, slowing conversations and lead engagement.
• Disconnected systems - There was no unified calling and texting solution inside HubSpot that supported automation, compliance, and speed.

As a result, lead response times averaged 27.1 minutes, far from ideal in a market where being first to respond often determines who wins the deal.

The Solution

Envoy Mortgage implemented Salesmsg as a centralized, HubSpot-native calling and texting platform built for high-performance sales teams.

With Salesmsg connected directly to HubSpot, loan officers can call and text from inside the CRM, automatically logging every interaction while enabling powerful automation.

With the HubSpot + Salesmsg combination:

• Reps click-to-call and click-to-text directly from HubSpot records
• All calls and texts are logged bidirectionally for visibility and compliance
• Teams use templates, snippets, and voicemail drops to move faster
• Automated SMS engages leads instantly, without manual effort

Salesmsg was rolled out across approximately 130 sales reps, becoming a core layer in Envoy’s sales and engagement workflows.

Core Features Used

• HubSpot-Native Calling & Texting: Reps communicate directly from HubSpot with full contact and deal context.
• Click-to-Call & Click-to-Text: One-click outreach dramatically reduces time per activity.
• Automated SMS Workflows: Instant engagement for new leads and realtor communication.
• Text-First Messaging: Warm-up messages (“I’m not a bot”) that increase answer rates.
• Voicemail Drops: Top performers multiply output without increasing workload.
• Templates & Snippets: Consistent, repeatable messaging at scale.
• Multimedia Messaging: Video messages (via BombBomb) sent through Salesmsg to educate and add value.

The Results

Salesmsg delivered measurable improvements in both speed and productivity, especially among reps who fully adopted automation.

Key outcomes include:

• Lead response time improved from 27.1 to 20.7 minutes
• ~50% increase in output among the top 25 Salesmsg adopters (leads worked, loans closed, revenue)
• In a down market:
  • Previous year: 3 reps reached 100+ transactions
  • Current year: 13 reps reached 100+ transactions
• Sending 100 messages dropped from ~1 hour to ~5 minutes

A clear adoption gap emerged: reps using Salesmsg consistently advanced, while non-adopters remained flat or declined.

Business Impact

• Speed as a competitive advantage - Faster outreach improves answer rates and wins more agent and borrower conversations.
• Massive efficiency gains - Automation frees reps from manual work and unlocks more selling time.
• Visibility and compliance - Every call and text is logged in HubSpot, protecting both reps and the business.
• Scalable productivity - Top performers multiply output without burning out or working longer hours.

I send a text that says, ‘I’m not a bot. I’m not AI. I’m a real human.’ Same area code, real person, and they actually pick up their phone. Instead of calling first and following up, we start with the text. We start with Salesmsg.

- Chris Bettis, Executive Leader, Envoy Mortgage
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About Envoy Mortgage

Envoy Mortgage is a national mortgage bank operating in all 50 states, known for its reliability, high close rates, and agent-first mindset. By combining HubSpot as its system of record with Salesmsg for calling and texting, Envoy empowers loan officers to move faster, work smarter, and win more business in a competitive market.

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