Phone & Texts

Claim a Phone Number

Search a Canadian area code, claim a line inside BrokerPlus, and know what releasing one does.

Port Your Existing Number

Move the number your clients already call into BrokerPlus without losing service along the way.

Set Up Call Routing and Voicemail

Decide what rings, when it rings, what a caller hears if nobody answers, and how you find out.

Record Calls and Announce It

Turn call recording on and let every caller hear the notice in your own words before you speak.

Set Up the Receptionist

Have BrokerPlus answer a call you cannot take, book the callback, and write down what was said.

Dial In From Your Cell

Call your BrokerPlus number from your own phone so calls and texts go out showing your business line.

Reply Automatically After Hours

Send an automatic text when a client messages your line outside business hours.

Make Calls and Send Texts

Reach a client from the Phone page and keep the whole thread on their record.

Take a Call in Your Browser

Answer at your desk, then mute, hold, key in an extension, or hand the caller to someone else.

Find a Call Recording or Transcript

Go back to a finished call, read what was actually said, and download it.

Build a Call List

Gather a named round of people to phone, then tick them off one at a time.

Texts Your Assistant Writes

Decide whether an automation drafts a text for you to approve, or never writes one at all.

See a Teammate's Calls and Texts

Narrow the Phone page to one teammate, and choose which line your own calls and texts go out on.

When a Client Opts Out of Texts

What a STOP reply changes, why it stops every text, and how a client turns texting back on.