The call
Answered while your team is in a client meeting.
The existing client is not left waiting behind a new enquiry, and the details are taken on the first call.
Financial and mortgage advisers
When an existing client and a new enquiry ring at once, the phone still gets answered.
An advice firm's phone carries existing clients wanting to move a review and new enquiries wanting a first conversation, often at the same time. Most of it is administrative: appointments, opening times and messages. The assistant answers and takes the details, so neither caller is left waiting behind the other.
Tell us about the calls you get.
Say what your team answers all day and we will get back to you.
Calls like these, every week.
Each one is answered, and each ends with something your team can act on.
Example calls. A booking is made where a calendar is connected.
Example calls
Calls this week
- “I need to move my review meeting to next week.”Moved to a free slot where a calendar is connected, details recordedBooks the appointment
- “I'm thinking about remortgaging. Could someone ring me to talk it through?”Callback requested, with the detailsArranges the callback
- “What time do you open on Friday?”Answered from your own informationAnswers the question
- “I want to make a complaint about how my case was handled.”Not dealt with on the call, recorded in the caller's own words and passed to your teamTells your team
Try Ringar for your firm.
Enter your website. Ringar learns your firm and becomes a receptionist that knows it.
- Your website
- Ringar learns your business
- Talk to your receptionist
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One call, from the first ring.
An example call to Harlow Finch Mortgages, to the note your team receives.
The record
Who they are, what they need and when.
Name, number, that they are an existing client, the change and the new time, written down in one place.
The next step
The meeting moved to a free slot.
Where a calendar is connected, the new time is checked against real availability and booked on the call.
Financial and mortgage advisers questions
Not seeing your question? Ask us directly on a demo.
Does it give advice or recommend a product?
No. It never gives advice or recommends a product. It does not quote a rate, name a lender or say whether someone qualifies.
What does it do when a caller wants to complain?
It records what they said in their own words and tells your team. It does not decide whether something is a complaint or respond to it.
Does using it meet the FCA's Consumer Duty?
No. Those duties stay with your firm. Ask your compliance adviser about your own position.
Can it tell a new enquiry from an existing client?
It records what the caller says about who they are and what they want. It does not check anyone's identity or look anyone up.
Related reading
See it answer a call like one of yours.
Twenty minutes, a real example from your business, and an honest answer about whether it would help.