AI-Powered Phone System for Mortgage Brokerages
Capture mortgage enquiries, route calls to the right team and review conversations with AI transcription and summaries.
A timely response is important when clients seek mortgage advice. Incoming calls may be missed while advisers review applications, liaise with lenders or support existing clients.
Mortgage VoIP Connect from The VoIP Shop is a cloud phone system for mortgage brokerages. It combines AI-powered call handling, transcription and summaries to help your team respond promptly and improve the client experience.
Customer Success Stories
Trusted by UK Businesses
Real results and case studies from the UK businesses, schools, clinics, agencies, and service teams we've helped switch to our smarter AI powered communication solution
Park Insurance
How
Park Insurance replaced an unreliable Azure softphone setup with a stable Yeastar cloud PBX, dual FTTP broadband, call recording, and advanced reporting for reliable call quality and greater visibility.
Seths Estate Agents
How a Leicester-based estate agency replaced a limiting analogue phone system with cloud PBX and full fibre broadband across its sites and has not missed a customer call since.
Simon Balle School
How Simon Balle School replaced its ageing Panasonic phone system with 3CX Cloud PBX, 34 Yealink handsets and Arbor integration, giving 70 users greater flexibility and mobile access.
Key Benefits of Mortgage VoIP Connect
No Missed Enquiries
Capture more mortgage enquiries and reduce missed calls.
Professional Call Answering
Answer client calls professionally, including outside office hours.
AI Transcription and Summaries
Automatically transcribe calls and generate AI summaries.
Easy Follow-Up
Keep important client conversations accessible for follow-up.
Smart Call Routing
Route new enquiries and existing client calls to the right team.
More Time for Clients
Give advisers more time to focus on clients and mortgage applications.
Designed for Mortgage Brokerage Operations
Manage calls about first-time buyer mortgages, remortgages and buy-to-let enquiries alongside ongoing client support.
Mortgage VoIP Connect helps your team manage incoming calls efficiently, capture essential enquiry details and maintain consistent follow-up.
AI Receptionist
When advisers are unavailable, the AI Receptionist welcomes callers, captures enquiry details and directs calls to the appropriate team.
AI Call Transcription and Summaries
Convert conversations into searchable transcripts and concise summaries, helping advisers review key points, identify actions and prepare for follow-ups.
Smart Call Routing
Direct new mortgage enquiries, existing client queries and other calls to the appropriate person or department.
Dubber Unlimited Call Recording and Legal Hold
Keep a complete record of mortgage fact-finds and advice conversations to evidence advice, investigate complaints and support appropriate record-keeping. The VoIP Shop has partnered with Dubber to automatically record, securely store and retrieve client calls in the cloud. Under the agreed package, this includes unlimited recordings, unlimited call length and unlimited storage and retention.
Recording and retrieval
Automatic call capture, playback as soon as a call ends, pause and resume, advanced search, filters, tagging, sharing and single or bulk downloads.
AI-powered review
Searchable transcription, AI summaries, sentiment analysis and conversation trends and highlights help your team review key points and recurring themes across client calls.
Secure, flexible access
Access recordings through the web portal or iOS and Android apps, with single sign-on and multi-factor authentication.
Cloud-based deployment
No recording hardware or setup charges, as outlined in the unlimited call recording offer.
Dubber Trends
Brings the recording and AI review features together in one licence: unlimited recording retention, transcription, AI summaries, sentiment analysis and conversation trends and highlights. Search, tagging, sharing and downloads make important client conversations easier to find and review.
Dubber Teams
Adds Legal Hold and audit reporting to the features in Trends, alongside recording across multiple endpoints and Premium API access. It also includes conversation chapters, actions, topics and advanced filters.
Dubber Premier
Includes the recording and governance features available in Teams and adds redaction. It also includes three Dubber Moments, compared with one in Trends and Teams. The VoIP Shop can confirm what the Moments allowance covers when discussing your package.
Legal Hold call recording
It is available with Dubber Teams and Dubber Premier to support the preservation of recordings required for legal or regulatory matters. It supports, rather than replaces, your firm's compliance processes and data-protection responsibilities. Features depend on the selected package. The VoIP Shop can confirm the appropriate licence, supported phone-system integration and retention configuration for your brokerage.
Flexible Cloud Phone System
Gold Level UK-Based Support
We provide more than just technology, we deliver peace of mind.
- 24/7 UK-based technical support
- Free training for your brokerage staff
- Transparent account management
- Ongoing performance monitoring
- Dedicated specialist account support
Best Suited For
- Independent Mortgage Brokerages
- Multi-Adviser and Multi-Office Brokerages
- Remortgage and Protection Advisers
- Buy-to-Let and Specialist Mortgage Brokers
- Brokerages with Limited Admin or Reception Suppor
More Time for Client Advice and Enquiry Management
Mortgage advisers need to focus on understanding client circumstances, assessing options and progressing applications. Retrieving call details and following up on missed enquiries can reduce the time available for these activities.
By making call details easier to review through transcripts and AI summaries, Mortgage VoIP Connect helps your team spend less time managing communications and more time on personalised client service.
Support Every Stage of the Client Journey
From the initial enquiry to ongoing mortgage reviews, call routing helps clients reach the right team, while transcripts and summaries help advisers pick up earlier conversations when following up.
Mortgage VoIP Connect FAQs
What is Mortgage VoIP Connect?
Mortgage VoIP Connect is a cloud phone system from The VoIP Shop for mortgage brokerages. It combines AI-powered call handling, call routing, transcription, summaries and recording to help teams manage enquiries and client communications.
How can Mortgage VoIP Connect help reduce missed enquiries?
The AI Receptionist can welcome callers and capture enquiry details when advisers are unavailable, including outside office hours. Smart call routing directs enquiries to the appropriate person or department, helping the team respond and follow up.
Can advisers review calls before following up?
Yes. Searchable call transcripts and AI summaries help advisers review key points and identify actions before following up. Call recordings also provide access to previous conversations for appropriate internal review and record-keeping.
Can mortgage teams use the system remotely?
Yes. The cloud phone system enables teams to manage business calls using compatible desk phones or softphones, whether advisers are in the office or working remotely.
Do we need Legal Hold call recording?
Not every brokerage needs the same recording features. Legal Hold is designed for situations where specific recordings must be preserved for a legal matter, investigation or regulatory review. Whether your firm needs it depends on its obligations and record-keeping processes. Ask your legal or compliance adviser to confirm your requirements, and The VoIP Shop to confirm a suitable package and configuration.
What is the difference between call recording with and without Legal Hold?
Standard call recording captures and stores conversations under your agreed retention settings. Legal Hold adds a preservation control: recordings placed on hold are protected from deletion, including when their normal retention period expires. Without Legal Hold, recordings remain subject to the usual retention and deletion controls. The key difference is protection from deletion, rather than simply the ability to record or replay a call.
When might a mortgage brokerage use Legal Hold?
It may be useful when a client dispute, legal claim or investigation requires relevant conversations to be preserved. For example, your legal or compliance team may identify mortgage advice calls that need protection from routine deletion while a matter is reviewed. Your firm's process should determine which recordings are held and when the need for preservation should be reviewed.
Is unlimited recording retention the same as Legal Hold?
No. Unlimited retention describes the storage and retention allowance in your package; Legal Hold protects selected recordings from deletion for a specific preservation need. A generous storage allowance does not replace that protection or mean every call should be kept forever. Your firm still needs a justified retention policy and appropriate reviews of the recordings it holds.
Does Legal Hold make our brokerage compliant automatically?
No. Legal Hold supports the preservation of evidence, but it does not replace your firm's legal, regulatory or data-protection responsibilities. Your brokerage remains responsible for deciding what to record, informing callers appropriately, controlling access and justifying retention. Confirm your obligations with your legal or compliance adviser and the available recording controls with The VoIP Shop.
Improve Your Mortgage Business Communications
Explore how Mortgage VoIP Connect can help your brokerage capture more enquiries, streamline call handling and provide a more responsive client experience.
Contact
The VoIP Shop to discuss a phone system tailored to your mortgage business.