Secure, Mobile VoIP System Mortgage Brokerage in Calabasas, CA

Completion date: February 12, 2025

Location: Calabasas, CA

A small mortgage brokerage in Calabasas, CA, with a team of 10 employees, including loan officers and support staff. The brokerage needed a communication system that provided the mobility and professionalism required for their client-facing role. Their existing solution lacked mobile integration, was not scalable for growth, and could not easily support compliance requirements like call recording.

Easier Communications installed a cloud-based VoIP system with features essential for a modern, client-focused financial service business:

• Secure call recording:Enabled recording of all calls to ensure compliance with financial regulations and provide a clear record of client interactions.
• Mobile apps:Loan officers were equipped with softphone applications on their mobile devices, enabling them to make and receive client calls using their business number from anywhere.
• CRM integration:The VoIP system was integrated with the brokerage's CRM, allowing call logs and recordings to be automatically associated with client files.
• Multi-office extensions:Enabled seamless communication between the main office and home-based staff.

The mortgage brokerage achieved a higher level of professionalism and efficiency, with secure, reliable communication supporting their mobile workforce. The new system streamlined compliance efforts and provided a more flexible and responsive service to clients.

Omar Abdelfattah, Maria Izanhour

The Commons In Calabasas, California

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