Welcome to OfferBolt!
Let’s get you set up to start finding leads and closing deals quickly. Click this link and select step 1 to start onboarding.
What to Expect
The onboarding process involves completing two short forms and two zoom calls with our team.
Form submissions will be reviewed before scheduling your onboarding calls.
If you are already A2P-approved, skip to Step 5: Onboarding 2.
Step 1: Complete the Onboarding 1 Form
Fill out the Onboarding 1: A2P Registration Form.
Ensure you include all required details:
Proof of LLC (EIN).
A valid business website or domain.
A Twilio account (or A2P approval if already completed).
Step 2: Wait for Feedback
Our team will review your submission.
If corrections are needed, you’ll receive feedback via SMS or email.
Once approved, you’ll get a link to schedule your Onboarding 1 call.
Step 3: Attend Onboarding 1
During this call, we’ll:
Walk you through the platform.
We help you set up your Twilio account and A2P campaign registration.
Answer any initial questions.
Step 4: Wait for A2P Approval
After Onboarding 1, wait until your A2P registration is approved by Twilio.
This may take several days, sometimes a week or more. Our team is available to assist if needed.
Step 5: Complete the Onboarding 2 Form
Once A2P approval is complete, fill out the Onboarding 2: Sending SMS Messages Form.
Be ready to:
Provide proof of A2P approval.
Confirm your ability to test SMS messaging.
Step 6: Wait for Feedback
Our team will review your submission.
If corrections are needed, you’ll receive feedback via SMS or email.
Once approved, you’ll get a link to schedule your Onboarding 2 call.
Step 7: Attend Onboarding 2
During this call, we’ll:
Help you send your first SMS campaign.
Customize workflows.
Set up your booking calendar.
Support and Resources
Need help? Check out our Help Center for guides and training videos.
Contact our support team anytime if you have questions.
Start Closing Deals
Once you’ve completed onboarding, you’re ready to let OfferBolt handle the hard work of finding qualified leads. Let’s charge up your real estate business!