Outgoing Calls
While this platform is built first and foremost around handling inbound calls better, it also supports outgoing calls for brokers who want to proactively look after their client base.
They follow the same client-first, compliance-focused principles as inbound calls.
2,847 clients contacted
This quarter
73% engagement rate
Meaningful conversations
100% compliance
All calls recorded
How outgoing calls work
A simple dashboard that lets you call one client — or thousands
Select call type
Choose from prospecting, follow-up, client check-in, or custom scripts
Upload contacts
Upload a CSV or fill in details manually — from one to thousands
Schedule calls
Set the time and date for calls to be made
Start campaign
Calls are personalised using uploaded data — name, lender, loan type
The conversation is personalised for each client using the data you upload — so the call feels relevant and informed, not generic or scripted.
Common use cases
Here's how brokers use outbound calls in practice
Compliance-friendly fact-find & disclosure calls
For certain scenarios, outbound calls can walk through structured fact-find questions, conduct compliance disclosure calls, gather sensitive personal or financial information, and automatically create a recorded, time-stamped compliance record for your file.
- Less pressure on the broker during live conversations
- More consistent questioning across clients
- Cleaner file notes and audit trails
- Significant time savings on admin and follow-ups
Re-engaging past clients (client book health check)
Upload a CSV with client details — name, existing lender, loan type, settlement date. The system places outbound calls that address clients by name, reference their existing loan, and ask if they'd like a quick health check.
- Ask about changes to income or circumstances
- Explore upcoming plans (renovations, investments)
- All responses recorded, transcribed, and summarised
Home improvement or equity release conversations
Scripts designed to gently explore whether a client is considering renovations, needs funds for upgrades, or would like to understand their equity position.
- Clients raise ideas themselves
- Non-intrusive conversation starters
- Warm leads identified automatically
Application follow-ups and missing information
Instead of chasing clients manually, outbound calls can ask set questions to complete missing application details, clarify living expenses, or confirm documents and next steps.
- Reduces back-and-forth
- Creates clear compliance trail
- Saves admin time
Asset finance or purchase follow-ups
For clients considering vehicles, equipment, or other assets, scripts can ask if they've found the item, have a purchase price, or would like help reviewing finance options.
- Only interested responses surfaced
- Timely follow-up without manual effort
Referral and relationship-building calls
Scripts can ask for referrals respectfully, thank clients for previous business, ask for reviews, or deliver seasonal messages (EOFY, Christmas, rate updates).
- Maintain relationships at scale
- Professional touchpoints without your time
Across all outbound calls
Think of it as a virtual assistant doing the groundwork, leaving you with clearer conversations and better use of your time.
Integrations & Handovers
CRM Integration
This system can integrate with your existing CRM via APIs. If a recognised number calls, the assistant can address the client by name. Existing client data can be referenced during the call. Call notes, summaries, and recordings can be written back to the CRM automatically.
Handovers
If you're on leave, calls can take a message and transfer to the broker covering you. Different call outcomes can route to different team members — all without changing how clients normally contact you.