Phone Systems for Finance Businesses
Give brokers, planners and lenders a professional line that reaches them anywhere, with recording and reporting when you need it.
Industry Challenges
Clients trust finance professionals with big decisions, and they notice when calls go unanswered or bounce between people. A hosted phone system keeps each adviser reachable on one professional number and gives the business a clear record of client contact.
- Brokers out at appointments missing new lead calls
- Needing a record of client conversations
- Clients unsure who is calling them
- Settlement days and end of month overwhelming the support team
How Smart Phone Systems Helps
Leads that reach a person: New enquiries can ring a group of brokers at once, or go to the next available adviser in turn, so a fresh lead isn’t waiting on one person to finish a meeting. Lost call alert emails flag anyone who hung up before being answered.
Call recording on request: Call recording can be switched on for the advisers or queues that need it, with a short notice in your greeting. Check your record keeping obligations with your licensee or compliance adviser.
Recognisable caller ID: Outbound calls show the business number, including from the mobile app, so clients recognise who is ringing and call the office back, not a personal phone.
Queues for busy days: A call queue with music or messages on hold keeps callers in order when loan processors are flat out. Queue reports show peak days, so you can plan rosters around settlements and month end.
Common Setup for Finance Businesses
Example setup: A 6-person mortgage broking office with three brokers, a loan processor, a client services officer and a part-time bookkeeper.
Typical call flow: Main number → Press 1 for New Enquiries → Press 2 for Existing Loans → Press 3 for Accounts. New enquiries ring all brokers at once, while existing loans go to a queue for the processor and client services.
Useful features: Ring groups, call queues, call recording on request, lost call alerts, mobile app with business caller ID, CRM integration where supported.
Why Choose Smart Phone Systems
We design the system around your client journey, port your numbers, set up recording where you need it and train your team, all included. Support comes from our local team in Pakenham, with phones answered 8am-10pm, 7 days. No lock-in contracts, no licence fees, unlimited national landline and mobile calls with each extension, and new customers get their first month free.
FAQs for Finance Businesses
Can call recording be limited to certain staff?
Yes. Recording can be enabled per extension or per queue, so you can record client calls without recording internal ones. Call recording is available on request.
Can it connect to our CRM?
Some CRMs can link with the phone system for click-to-dial and caller lookup, so client details appear when they ring. It depends on the software, so tell us which one you use and we’ll confirm what works before you commit.
Do brokers need a desk phone if they’re mostly out?
Not necessarily. The mobile app and the desktop app on a laptop may be all they need. It’s the same extension on every device, and every call shows your business number.
What happens to an adviser’s number if they leave?
The number belongs to the business, not the person, so it can be redirected to a colleague or to reception. Clients keep calling the number they know.
Ready to Present a More Professional Front to Clients?
Call us or send an enquiry and we’ll walk through how leads and client calls move through your business.
Learn more about our business phone system features or view our pricing. Pair the phones with a Business NBN plan, and read about phone system security to see how we protect your system. To get started, call us on 03 9100 1234 or book a 15-minute chat using the link below.
