We’ve found the same to be true here at OlyFed, which is why we are piloting a new texting solution. OlyFed’s new texting tool is simple to use and will provide a quick and easy way to communicate. This new means of communication is perfect for letting customers like you know that documents are waiting in your email for review and signature, setting up and/or confirming appointments, sending and receiving reminders and so much more.
HOW TO PARTICIPATE IN THE PILOT
During the course of the next few months a few of our key bankers and loan officers will be testing the tool and asking customers like you if they would like to participate and utilize this new resource. If you’re up for trying it out, your banker or loan officer will connect you with all the how to details to get you set up in just a few stress-free steps.
TEXTING BEST PRACTICES
Once you’re up and running with text communication with your OlyFed banker and/or loan officer, it’s important to remember that text messaging via this service has the same security as a normal text message, so please be sure not to send personal (social security number) or financial information ( card/account numbers).
Text communication is intended to be a fast and convenient way to share updates and reminders, not to share in-depth information.
Here’s a few best practices to keep in mind while using OlyFed’s new texting tool to ensure you have the best experience possible:
- Keep messages short and to the point
- Be sure to share pertinent details (i.e. appt. dates and times, receipt confirmations, etc.)
- If you need more details, set up a phone or in-person appointment
QUESTIONS | ADDITIONAL DETAILS
If you have any questions or concerns about using OlyFed’s new texting tool, please contact our Digital Services team at firstname.lastname@example.org or (360) 596-9512.
YOUR FEEDBACK | CUSTOMER EXPERIENCE SURVEY
Once you’ve had the chance to utilize the tool, we’d love your feedback on how it worked and how it either helped or hindered your customer experience. Your feedback can be shared by filling out the survey form below: