1 · Choose a lead
Start with their request
Loading your private lead requests…
Messages are prepared in your browser. LoanSide does not send a text or email for you; review consent, accuracy, and your required disclosures before sending.
Open house · Private workspace
Follow up while the visit is still fresh.
Select a privately captured open-house lead, choose the reason for reaching out, and review an editable text and email before you send anything through your normal tools.
2 · Review and personalize
Your follow-up draft
Edit the wording to match the conversation and the recipient’s permission to be contacted.