
Phone & Texts
Claim a line, decide how it answers, and work your calls and texts from one page.
14 Articles in 3 sections
Set Up Your Line
7Claim 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.
Calls and Texts
6Make 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 Something Is Off
1Still Need Help?
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