Next Generation Business Text Messaging Designed for CFIs

Strengthen relationships with swift, friendly, and convenient “always-on” two-way communication channel that members love.

A Text Messaging Solution that talks your language

Eltropy Text messaging is tailored for CFIs, offering seamless out of the box integrations with over 35 systems, including Core, LOS, Collection, CRM and more.
Get conversational in your Text marketing with 2-way communication.
Seamlessly and simultaneously add Video, Voice, and Chat to Text conversations when needed.

Benefits of Texting

Discover the Power of Unity

Offer consistent experiences, streamline operations, and reduce complexity for your staff and customers.
1:1 Texting
1:1 Texting feature enables direct and personalized communication between your employees and customers, without sharing personal phone numbers. With 1:1 Texting, loan and collections officers get faster responses back from the clients. When deployed as part of members’ service channel, it is like putting members’ service in the pocket of your members.
With automated Texting, send automatic alerts, notifications, payment updates, loan statuses, and reminders to members. A response to the alerts can be routed to the right departments and employees with Skill-Based Routing.
Use 1:Many Text Campaigns to generate more business, provide member updates, and emergency communication to employees and members.
With built-in opt-in lists, sending compliant promotional messaging is a breeze. Easily import existing contact lists from other systems.
Add images to make your promotional messages pop. Schedule campaigns for maximum impact.
When Texting, Text from a department or team number and handle the responses collectively as a team. If a team member is out of office, let other team members handle the queries and service your customer without missing a beat using automated routing.
Combine the ease of 1:1 Texting with power of 35+ automation integrations with Core, LOS, Collections, CRM and many more systems.

Features of Texting

Keep Loans Moving & Members Happy!

Offer consistent experiences, streamline operations, and reduce complexity for your staff and customers.
Diversify Lending Communication
Stop playing phone tag and sending unending follow-up emails, instead stay in touch with your members throughout their loan journey on their preferred communication channel- text, call, chat, video, and branch.
Allow members to schedule loan application meetings in-branch or at-home, right from your website using Eltropy total branch solution to eliminate long waiting queues and improve customer service.
Minimize drop-offs by keeping your members engaged & informed of their loan processing milestones with automated reminders and notifications sent directly from your Loan Origination System (LOS) integrated with Eltropy.
Maximize lending officers’ expertise utilization and align with the preferences of digitally savvy members by enabling virtual engagements with loan officers using Eltropy’s in-branch video, and other collaborative capabilities.

Return on Investment

Experience The Unified Impact

Go beyond piecemeal solutions that lack clear impact and drive real value through increased member satisfaction, employee productivity, revenue and retention, all at scale.

100%

drop in delinquency in just the first Month

95%

Reduction in loan approval times, applications completed in <10 Mins

$30M

Funded consumer loans and 1700 specialty accounts opened in <12 months

40X Faster

Document collection

100%

drop in delinquency in just the first Month

95%

Reduction in loan approval times, applications completed in <10 Mins

$30M

Funded consumer loans and 1700 specialty accounts opened in <12 months

40X Faster

Document collection

Expedite Loan Document Collection
Streamline the document collection process by integrating secure document collection and signing solutions such as DocuSign and IMMeSign, eliminating tedious back-and-forth communication and enhancing efficiency.
Send payment reminder alerts and enable secure, swift, and convenient payment transactions by integrating collection systems, payment systems, LOS, and more with Eltropy unified conversation platform and integrations.
Provide loan officers and agents with real-time knowledge support through a ChatGPT-like interface that allows them to swiftly assist members with applications and answer loan questions, enhancing the overall customer service experience.
Collect positive reviews when members are likely to be happiest such as loan closings, on the platforms that matter to you through Eltropy Reputation Management to boost your online reputation which in turn brings more members

Partners & Integrations

Integrated Tech Stack

Connect with an extensive network of leading technology vendors catering to community financial institutions such as Core systems, CRM, LOS, AOS, Collections, and other essential providers.

Civic FCU Put the Branch in Members’ Pockets with Eltropy

Natco CU improves Member Experience with Omnichannel

Enhancing Member Experience & Communication with Texting
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Enhanced PDF Viewing and Smarter Dictation in AI Assistants

October  2025

AI Assistants now offer a better user experience with scrollable PDF viewing (no more page-by-page clicking), expanded AI notes that display in one screen, language translation labels showing the original language at a glance, and smarter dictation that appends input instead of replacing existing text.

These updates make daily workflows smoother, more intuitive, and more efficient for staff relying on AI-powered support.

Zendesk link here

Eltropy AI Certification

Texting Strategy Playbook for
Credit Union Leaders

Eltropy Networking Dinner
at Temenos Regional Forum 2025

THURSDAY, 29 MAY 2025

Eltropy Networking Dinner
at Temenos Regional Forum 2025

WEDNESDAY, 28 MAY 2025

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