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
- Go to Settings.
- Find the RingCentral card.
- Click Connect.
- You're redirected to RingCentral's OAuth flow.
- Sign in with your RingCentral account.
- Authorize BrokerPlus.
- 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:
- Open any client's profile.
- Click Send Equity Report (or Send Consolidation Report).
- Choose SMS instead of Email.
- Confirm the client's phone number (or add one if missing).
- 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.