video1.0<iframe src="https://www.loom.com/embed/1300597cc66c4bfb9f8028db98bacbd5" frameborder="0" width="1982" height="1486" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14861982Loomhttps://www.loom.com14861982https://cdn.loom.com/sessions/thumbnails/1300597cc66c4bfb9f8028db98bacbd5-0130fa862b07a884.gif307.343This Loom explains how to set up and use the BrokerPlus phone, focusing on what the phone looks like and how calls and texts are handled after recording. In settings, users can connect or request a BrokerPlus phone number, set call forwarding to their current number, choose active hours and voicemail and recording options, manage consent for call recording at the start, and configure notifications and an AI receptionist greeting with an escalation number. The Calls tab lets users create new calls, review call history with summaries, transcripts, follow ups, deal links, and download transcripts, and see what the AI assistant did including booking a callback for Friday and texting the caller. The Texts tab mirrors this experience, with message threads linked to deals, reusable snippets, team visibility, and the ability to create call lists such as “55 plus Reverse Mortgage Candidates.”