When someone calls one of your numbers, they hear your welcome and This call is recorded., then LeadVault rings, in steps:
- The lead's own loan officer first, alone for 15 seconds, when the caller is a lead someone has.
- Then everyone the number rings, at once.
- Then their cell phones, if you turn that on.
- Then voicemail, up to 3 minutes.
A bar on top of every page shows who's calling. Answer takes it and opens the call panel on the lead. The first person to answer has the call.
Set it up
Account admins: Settings, Web phone, then a number's Incoming calls:
- its name and what callers hear first;
- who it rings: everyone, or the people you pick;
- the loan officer first, or not, and how long it rings;
- whether to ring cells (each person adds theirs under Sign-in and security);
- the voicemail greeting;
- the lead type new callers become.
New callers and missed calls
A caller you don't know becomes a lead when someone answers, or when they leave a voicemail. Missed calls and voicemails are on the lead's timeline with the recording, and whoever has the lead gets an email (and a text, if they chose it) and a callback due now.
Want Vaulty to pick up when nobody can? See Vaulty answers your calls.
Didn't answer it? Ask us.