10 Best Mortgage Brokerage Phone Systems

As a mortgage brokerage business, you understand the importance of strong communication. These days, with the shift to more digital methods of communication, one might think a phone system may feel a little outdated. However, the convenience, familiarity, and personal touch that phones offer in client communication still can’t be replaced. A great phone system is vital to keeping your operations smooth. That’s why we’re here to provide you with our top picks for the best phone systems for your mortgage brokerage.

1. Podium Phones

Podium Phones is a phone system specially designed for small businesses. This phone system comes loaded with features that streamline communication and improve your business’s effectiveness. With its automation capabilities, missed calls are met with pre-set text replies, ensuring no lead goes unnoticed. Furthermore, every phone conversation is logged into your Podium Inbox, giving you a bird’s-eye view of customer interactions. It’s a great tool to keep an organized record of client communication.

At Podium, we highly recommend Podium Phones for mortgage brokerages. With automatic call summary and AI-generated transcripts, every call detail is noted, reducing your chances of missing crucial client information. This enhanced control over client interactions helps personalize your experience, eventually leading to improved client relationships and increased revenue.

2. Nextiva

Nextiva is a top-rated business phone system that provides excellent voice clarity and uptime, ensuring effective communication. Nextiva’s handoff between mobile and cellular calls is a standout feature, allowing for calls to continue even while switching devices.

With its robust analytics and easy integration with CRM, Nextiva helps mortgage brokerages stay strategically coordinated, enabling superior service to clients. We recommend it for its intuitive interface and holistic communication solution that brings your team and customers closer.

3. RingCentral Office

Cloud-based solution RingCentral Office provides a comprehensive all-in-one telephone, video conferencing, and messaging platform. It stands out in the market with its streamlined features like multi-level auto attendant and call logs, perfect for managing high-volume calls that mortgage brokerages handle daily.

We recommend RingCentral Office for its superior integration capabilities with leading business applications, making it a perfect companion for any mortgage brokerage aiming to streamline their workflow.

4. Mitel

Mitel offers a bundle of unified communication products that can fit your mortgage brokerage needs. Whether you use a cloud-based VoIP or on-site system, Mitel extends sophisticated yet easy-to-use communication solutions.

Mitel’s products can significantly contribute to streamlining your mortgage brokerage operations with advanced features like automatic call distribution and teleworking services, earning our recommendation.

5. Ooma Office

Ooma Office is an easy to deploy business phone system that provides reliable service at a great price. Its top-notch features include a virtual receptionist, extension dialing, on-hold music, and more.

We recommend Ooma Office for its straightforward set-up process and user-friendly configuration, making it a suitable pick for mortgage brokerages of all sizes.

6. 8×8 X Series

8×8 X Series combines voice, video, chat, and contact center solutions in a single platform. The system is easy to use and offers a clear and straightforward pricing package.

We recommend 8×8 for its reliable cloud-based system, comprehensive tools, and great customer support, covering all aspects of communication needs for your mortgage brokerage.

7. Aircall

Aircall is a cloud-based business phone system that integrates with CRM platforms seamlessly. Its intuitive interface, extensive call handling features, and advanced analytics make it a strong contender.

The ability to process large volumes of data with great clarity and no additional hardware setup makes Aircall an ideal choice for data-driven mortgage brokerages.

8. Versature

Versature, a Canada-based solution, offers a reliable and flexible cloud-based phone system specifically known for its exceptional customer support.

We recommend Versature for its commitment to high-quality voice services, analytics capabilities, and wide array of features that can be customized according to your business’s specific needs.

9. Vonage Business Communications

Vonage Business Communications is widely recognized for its feature-rich VoIP service. With features like an administrative portal, custom caller ID, click-to-call, etc., it is suitable for businesses of all sizes.

With a mobile-friendly platform, Vonage Business Communications is an excellent choice for mortgage brokerages that want a robust phone system and prefer to manage their communication services in one place.

10. Dialpad Talk

A modern cloud-based system, Dialpad Talk offers voice, messages, and meetings in one simplified interface. It automatically transcribes voicemails and records calls, enabling efficient record-keeping.

We recommend Dialpad Talk for its flexibility to work across devices and ability to integrate with G-suite and Office 365, making it a great versatile communication solution for mortgage brokerages.

Get Started

The phone system you select can significantly impact your business’s efficiency and customer satisfaction level. Each of these systems offers unique features tailored to improving the productivity and customer experience of your brokerage. To further enhance your local business, consider integrating a modern communication platform like Podium. It can help streamline all your customer interactions into one simple platform, ultimately leading to faster decision-making and more satisfied customers.