RingCentral

RingCentral is the integration that unlocks SMS sends for equity and consolidation reports. Without it, you can only send reports via email.

What Connecting RingCentral Unlocks

Once connected:

• An SMS option appears next to the Email option when you go to send an equity or consolidation report.
• The borrower receives an SMS with a short link to the same interactive report they'd see via email.
• Cleaner attention-grabbing channel for clients who don't read email regularly.

See Sending A Report Via SMS for the full send flow.

Connecting RingCentral

1. Go to Settings.
2. Find the RingCentral card.
3. Click Connect.
4. You're redirected to RingCentral's OAuth flow.
5. Sign in with your RingCentral account.
6. Authorize BrokerPlus.
7. You're returned to Settings with a green Connected indicator.

You need an active RingCentral account with SMS capability for this to work.

What Numbers Are Used

SMS goes from a RingCentral phone number associated with your account. The borrower sees a real RingCentral number (not a shortcode), and they can reply to it directly. Replies land in your RingCentral inbox.

If you have multiple numbers, pick the default in the connection setup.

Sending A Report Via SMS

After connecting:

1. Open any client's profile.
2. Click Send Equity Report (or Send Consolidation Report).
3. Choose SMS instead of Email.
4. Confirm the client's phone number (or add one if missing).
5. Send.

The borrower receives a short SMS with a link.

What If SMS Isn't Showing Up After Connecting

A few checks:

• Is RingCentral connected? The Settings card should show Connected, not Disconnected.
• Does the client have a phone number on file? Without one, SMS is greyed out.
• Is the phone number formatted correctly? Should include country code (e.g., +14165551234).

Disconnecting

In the RingCentral card, click Disconnect. SMS option disappears from future sends. Existing scheduled SMS sends still go out unless you cancel them manually.

What This Integration Doesn't Do

• It doesn't sync your RingCentral call history into BrokerPlus.
• It doesn't make calls from inside BrokerPlus.
• It doesn't send arbitrary SMS - only the equity and consolidation reports.

For now, SMS is exclusively for those two report types.

What To Do Next

• Send your first SMS report: Sending A Report Via SMS.
• See all the ways to send reports: Sending Equity And Consolidation Reports.