Track every enquiry, with recording controls that fit regulated firms.
Mortgage brokers, IFAs, insurance brokers and lenders. Attribute enquiries to campaigns and introducers, with recording, retention and access controls built in.
How Call Tracked helps financial services firms
- A number per introducer, comparison site and campaign
- Long retention options with every access logged
- AI tags product interest such as remortgage, protection or pensions
- Calls logged against clients in your CRM automatically
First-time buyer, agreed in principle elsewhere, wants advice on a 95% mortgage. Asked about evening appointments. From an introducer.
Introducers and campaigns
Many brokers and advisers rely on introducers such as estate agents, accountants and builders. A dedicated number for each shows exactly how much business each relationship brings, which makes commission conversations straightforward.
Recording for regulated firms
Recording requirements depend on your permissions. Some firms must record certain calls, others choose to. Call Tracked lets you record per number, keep recordings for up to two years or longer on request, restrict who can listen and log every access. Recordings are stored in the UK and can be exported if you need to keep them in your own systems.
Card details
If you take card payments by phone, pause recording during payment so card details are never stored. Card numbers mentioned on any call are removed from transcripts automatically.
Is call tracking compatible with our compliance obligations?
Call Tracked gives you the controls. How you use them should follow your own compliance advice. We are happy to answer due diligence questionnaires.
See your first tracked call today.
14 days free, no card needed. Start with two numbers, and all six when you add a card. Most people are set up within ten minutes.