From mortgage brokers to financial advisers and lending teams, Jet Cloud Mobile gives finance professionals a dedicated business number, call recording for compliance, and full visibility over client communications — all from the phone they already carry.
Client: What's the fixed rate looking like at the moment?
Adviser: Three-year fixed sits at 5.89% — competitive on a 80% LVR.
In financial services, every client interaction matters — for compliance, for relationship management, and for business continuity. When staff use personal mobiles for client calls, there's no record, no visibility, and no way to pick up where a colleague left off. Jet Cloud Mobile fixes this without adding complexity or cost to your team's workflow.
How it helps
Record every client call and store it securely in the Jet Hub portal. AI transcription converts recordings to searchable text, making it straightforward to retrieve records for compliance reviews, dispute resolution, or internal audits. Available for $10/month per number.
Every adviser, broker, or lender gets their own business mobile number through the Jet app on their existing smartphone. Client calls and personal calls stay completely separate. Clients always reach a professional business number — never a personal one.
Managers and compliance officers can view all calls and SMS across the team in the Jet Hub portal. Review activity by user, date, or number. Listen back to recordings without waiting on staff to provide them.
Client relationships belong to the business, not the individual. When an adviser leaves, their business number stays with the firm. Calls can be diverted to a colleague instantly — no client loses contact, no relationship falls through the cracks.
Calls are automatically logged against client records in your CRM. No manual entry, no missed notes. Your team spends time advising clients, not administering records.
Jet Cloud Mobile works over Wi-Fi or mobile data. Advisers working remotely, visiting clients, or working across multiple offices stay connected under the same business number with no disruption to the client experience.
At a glance
| Benefit | Detail |
|---|---|
| Call recording & transcription | Compliance-ready records for every client call |
| Dedicated business number | Professional, separate from personal — on any device |
| Full team visibility | Managers see all calls and SMS in real time |
| Number retention | Client relationships stay with the firm when staff leave |
| CRM auto-logging | Calls logged to client records automatically |
| Works anywhere | Remote, client site, or multi-office — no disruption |
Ideal for
Pricing
Set up in 5 minutes. No contracts. From $35/month per user.