Live call
Start the call in CallSmart. Your phone rings, CallSmart dials the client and connects you, and the call is recorded.
Call intelligence · Built for Canadian mortgage brokers
The call ends. The follow-up’s ready. The notes are written.
Every call produces two drafts: a follow-up email in your voice, covering what was discussed and the next steps, and notes for your own file. Nothing goes to your client until you approve it.
- Drafts usually take 20 to 60 seconds
- You approve every email
- Try it on a sample client first
App screen with fictional clients.
What is CallSmart?
CallSmart is an iPhone app that turns a mortgage client conversation into two drafts: a follow-up email in the broker’s voice and internal CRM notes. It works from a phone call, an in-person meeting, an imported recording, or typed and handwritten notes. The broker reviews and approves both drafts before anything goes out.
- Starts from
- A phone call, a meeting, a recording, or your notes
- Drafts
- A follow-up email in your voice, and CRM notes
- Sends
- Only after you approve both
- Your CRM
- Push to WorkflowCRM, or copy notes into any other
Five ways to capture a conversation
On the phone, across the desk, or written on a pad. Every way in ends with the same two drafts.
Record a call I’m on
Already on a call, or took one coming in? CallSmart joins it and records from that point. Your carrier plan needs three-way calling.
Record a meeting
For in-person conversations. Keep your phone near the conversation.
Import a recording
Bring in an MP3, MP4, M4A or WAV up to 100 MB, or paste a transcript.
Notes
Type, dictate, or scan your handwritten notes.
Try it on a sample first
Setup includes a sample conversation that runs through the real drafting steps. It can’t reach a real inbox.
Why two ways for phone calls? iOS doesn’t let an app record a phone call directly. So CallSmart either places the call for you or joins one you’re already on.
How it works
From hang-up to sent in three steps
Capture the conversation
Make a live call, join a call you’re already on, record a meeting, import a recording, or type or scan your notes.
CallSmart drafts
It pulls out the client and deal details, checks for gaps, and writes the email and CRM notes. Drafting usually takes 20 to 60 seconds. A recording needs a minute or two for the transcript first.
You approve, then send
Read both drafts, edit or regenerate either one, and approve them. Then send the email and move your notes to your CRM.
Built for mortgage conversations
Renewals, pre-approvals, refinances and HELOCs. CallSmart knows which details matter.
Speaks mortgage
Pulls names, property, budget, income, down payment and its source out of the conversation, along with risk flags and what the client wants to understand.
Asks what’s missing
If a required detail didn’t come up, you get up to three quick questions before the draft is written. Answer them or skip them.
Sounds like you
Choose your tone and greeting, add your signature, and send from your own email address.
Your number, not a stranger’s
Verify your mobile once and clients see your number on live calls, so they can call you straight back.
Fix a detail, fix the draft
Correct a client’s details and CallSmart offers to rewrite the drafts, so the old detail doesn’t go out.
Notes for any CRM
Push notes to WorkflowCRM when it’s connected, or copy and share them into any other CRM or broker platform.
Your week at a glance
Calls opens with the follow-ups you’ve sent this week. Real numbers, with no streaks to keep up.
A list that clears
When no client is waiting on you, Clients says so.
How does CallSmart compare?
CallSmart against the ways brokers already handle follow-ups. “Varies” means it depends on the tool.
| Option | Works from phone calls | Drafts the client email | Picks out mortgage details | Notes ready for your CRM |
|---|---|---|---|---|
| CallSmart | Yes | Yes, for your approval | Yes | Yes |
| Handwritten notes | You write as you talk | No | Only what you caught | You retype them |
| Voice memos | Not the call itself | No | No | You write them |
| Typing into the CRM | After the call | No | Only what you remember | Yes, by hand |
| General AI note-takers | Mostly built for video meetings | Varies | General purpose | Varies |
Questions brokers ask
Still unsure? Email support@usekima.com with anything this page doesn’t answer.
About CallSmart
What does CallSmart do?
CallSmart turns a mortgage client conversation into a follow-up email and CRM notes, ready for you to approve. You capture the conversation on your phone, CallSmart drafts both, and you review them before anything goes out.
Who is CallSmart for?
Independent and brokerage-affiliated mortgage brokers and agents in Canada who run client calls from their phone.
Can I try it without a real client?
Yes. Setup includes a sample conversation with Jordan, a first-time buyer. It runs through the real drafting steps and can’t be sent.
Is CallSmart on Android?
Not yet. CallSmart is available on iPhone and on the web.
Drafts and sending
Does CallSmart send emails automatically?
No. Drafting is automatic and sending isn’t. You approve both the email and the notes before you can send, and editing an approved draft removes the approval.
Can I send follow-ups from my own email?
Yes. You can send from your own email with your usual signature, or have CallSmart send it with your CallSmart signature.
Does CallSmart work with my CRM?
From the app you can push notes to WorkflowCRM when it’s connected on the web. For any other CRM or broker platform, copy or share the notes in one step.
Calls and recording
Can an app record phone calls on iPhone?
Not directly. iOS stops an app’s microphone when a phone call starts. CallSmart gets around this in two ways: you place a live call through CallSmart, or you merge CallSmart into a call you’re already on. You can also import a call you recorded on your iPhone.
Can CallSmart record incoming calls?
Yes, if your carrier plan has three-way calling. Use Record a call I’m on to merge CallSmart into the call. Recording starts from that moment, so nothing earlier is captured.
Will clients see my number?
Yes, once you verify your mobile in the app. On a live call clients see your number and can call you back.
Do I need to tell clients a call is recorded?
Tell clients when a conversation is recorded, and follow the rules that apply to you. CallSmart reminds you beside the record, call and merge actions.
How long does a follow-up take?
Drafting usually takes 20 to 60 seconds. For recordings and live calls, the transcript usually takes a minute or two first.
Your data
Where is my data stored, and who sees it?
Your account data, recordings, transcripts and drafts are stored in the United States. To do its work, CallSmart also sends conversations to transcription and AI services, and uses calling and email services, which process them mainly in the United States. They can’t use your data to train their models.
How long are recordings kept?
Recordings and scanned note photos are deleted automatically after 90 days, or sooner if you delete the call. Transcripts, drafts and client details stay until you delete the call or your account.
Your next client call ends with a follow-up.
Free to download. Start with the sample client, then try it on a real call.
QR code appears at launchScan with your iPhone camera
Available on iPhone. Prefer a computer? Use CallSmart on the web.