Pipeline Text Messaging

How clients opt in

Pipeline is an automated software service from Prompt & Purpose for loan officers who subscribe to it. It sends each subscriber reminders they schedule, a weekday morning summary of their tasks, calendar meeting reminders, and automated confirmations when they update their account by text. Messages go only to subscribing clients, never to consumers, borrowers, or other third parties.

After texting START, you'll receive this confirmation:

Client consent form

Every client completes this form during onboarding, as part of their signed Statement of Work. It shows them the opt-in instruction above.

SMS terms

Program

Pipeline by Prompt & Purpose sends automated account notifications to subscribing loan officer clients: reminders they schedule, a weekday morning summary, calendar meeting reminders, and confirmations of updates they text in. Messages are generated by our software.

Frequency and cost

Message frequency varies with your account activity, typically 5–30 messages per weekday. Message and data rates may apply according to your mobile plan.

Opting out

Reply STOP at any time to stop receiving messages. You'll receive one confirmation, and then no further messages. Reply START to resume. STOPALL, UNSUBSCRIBE, CANCEL, END and QUIT also work.

Help

Reply HELP for help, or email hello@promptandpurpose.tech.

Carriers

Carriers are not liable for delayed or undelivered messages.

What messages contain

Messages contain only names, task stages, next steps, and dates. We never send or request Social Security numbers, account numbers, income, or credit information by text.

Privacy policy

This policy covers information collected through Pipeline and promptandpurpose.tech by Dillon Patterson, doing business as Prompt & Purpose.

What we collect

• Your name, email, mobile number, and billing information when you subscribe.
• The content of texts you send to Pipeline: names, task stages, next steps, and dates.
• Calendar events you ask Pipeline to create or that you share with it.
• Photos of your whiteboard you text in. We read the names from them and keep only your latest board photo, so you can see it in the Member Desk. Each new photo replaces the last one, and you can delete it there anytime (texting "delete" erases it too).

How we use it

Only to provide the Pipeline service to you: storing your updates, sending your reminders and summaries, managing your calendar, billing, and support.

Sharing

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. We don't sell your information. We use service providers to run Pipeline (text messaging, hosting and database, AI processing, calendar, and payments), and they may process your information only to provide those services to us. We may also disclose information if the law requires it.

Security and retention

Data is encrypted at rest, and only Prompt & Purpose has administrative access. You can text "export" for a copy of your data or "delete" to erase it. When your subscription ends, we delete your data within 30 days unless you ask for an export first.

Contact

Dillon Patterson, doing business as Prompt & Purpose
3714 Gainsborough Drive, Lake Orion, MI 48359
hello@promptandpurpose.tech