Voice Calling

Welcome to the Voice Calling Tool!

• From this central Voice Calling Platform in the Tools Menu.

• Within the Client Menu or Loan Menu associated with specific recordings

All calls are recorded and stored for easy access and management. You can view recordings either:

• You (the Mobiloan Operator) - using your personal cellular device

• The Outbound Recipient (e.g., Client, Employer, Reference, Agent, User, Branch, or Custom Number)

Mobiloan offers a convenient voice-calling platform, integrated with Sudonum, to facilitate seamless voice calls from within the application. This feature uses the Sudonum number linked to your business account to establish a phone call between:

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Creating a New Voice Call

To initiate a call, select the "New Call" option from the menu, and thereafter select the Intended Recipient.

Mobiloan allows you to place voice calls between the operator and various recipients:

• Client: Search for the client via the Client Search feature.

• Employer: Select the employer from the stored list of employers in the Call Connector.

• Reference: Choose the reference from the stored employer list within the Call Connector.

• Agent, User, or Branch: Select the appropriate option from the menu.

• Custom Number: Manually enter a custom number if needed.

The Call Connector Screen is used for all calls made to designated personnel.

Call Purposes

When placing a call to a Client, Client Reference, or Employer, you must specify a Call Purpose. This is necessary for compliance and indexing purposes.

When you're ready - simply select the Connect Call Button to initiate the call - and Mobiloan will initiate the first call to the "My Number" user - and then attempts to connect it to the "Destination Number" - once picked up.

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Accessing Voice Recordings

You can access and manage voice call records in two ways:

1. By Client:

• Select the "Client Records" option in the Voice Calling Menu.

• Enter a Client Search Attribute

• Select a record to play the recording or view detailed information.

• Each record displays key details such as Call Purpose, Call Status, Call Charge, and Call Duration.

• Use the + icon at the bottom right to refresh the list or initiate a new call to a client.

Voice call records for a specific client.

2. By Branch:

• Select the Branch Records option in the Voice Calling Menu.

• View call records filtered by branch and date range (as illustrated in the screenshot below).

• Results are presented in a Summary Table, with individual records listed in the Object Table.

• Selecting a record allows you to play the recording or view detailed information.

Available Actions

The Action Panel offers the following options:

• Load More Results: Display the next 10 entries in the Object Table.

• Customize Display: Show or hide specific columns within the Object Table.

• Evaluate Summary: Review a comprehensive summary of the filtered results.

• Print Results: Generate a printable report of the displayed records.

• Export Results: Export data in CSV or Excel format.

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Mobiloan Pages: voice_call_detail