Cookie Preference Centre

Your Privacy
Strictly Necessary Cookies
Performance Cookies
Functional Cookies
Targeting Cookies

Your Privacy

When you visit any web site, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences, your device or used to make the site work as you expect it to. The information does not usually identify you directly, but it can give you a more personalized web experience. You can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, you should know that blocking some types of cookies may impact your experience on the site and the services we are able to offer.

Strictly Necessary Cookies

These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site may not work then.

Cookies used

ContactCenterWorld.com

Performance Cookies

These cookies allow us to count visits and traffic sources, so we can measure and improve the performance of our site. They help us know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies, we will not know when you have visited our site.

Cookies used

Google Analytics

Functional Cookies

These cookies allow the provision of enhance functionality and personalization, such as videos and live chats. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, then some or all of these functionalities may not function properly.

Cookies used

Twitter

Facebook

LinkedIn

Targeting Cookies

These cookies are set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant ads on other sites. They work by uniquely identifying your browser and device. If you do not allow these cookies, you will not experience our targeted advertising across different websites.

Cookies used

LinkedIn

This site uses cookies and other tracking technologies to assist with navigation and your ability to provide feedback, analyse your use of our products and services, assist with our promotional and marketing efforts, and provide content from third parties

OK

Upcoming Events

TRAINING IN CONTACT CENTERS

How To Enter the 2020 Members' Choice Awards - For Vendors

HOW TO CELEBRATE INTERNATIONAL CONTACT CENTER WEEK

EMPLOYEE ENGAGEMENT

HOME AGENT TECH & ENVIRONMENTS

RingCentral-Google Integration Enables Open Mortgage to Deliver a Better Mortgage Experience - RingCentral, Inc. - ContactCenterWorld.com Blog

RingCentral-Google Integration Enables Open Mortgage to Deliver a Better Mortgage Experience

At Open Mortgage, we work hard to empower the dream of homeownership for everyone, from young people purchasing their first home to seniors enhancing their retirement strategies with a reverse mortgage.

This diverse customer base means it’s necessary to support a variety of ways to interact with customers. Those who prefer digital transactions can use our website that lets them do much of the mortgage process online. For customers who would rather work with a Loan Originator (LO) more closely, we have physical offices with LOs around the country.

The need to be all things technical to all people drives much of what I do in IT, including how I support Open Mortgage’s workforce. I want to enable them to work efficiently wherever they are — from home, a customer’s home, a coffee shop, or their office. This is why we use Google Apps for Work and RingCentral for our communication and collaboration tools. This combination of solutions is an excellent fit for my “all things technical to all people” approach, and I’ll give you a few reasons why.

The first reason is faxes. You may think faxes died out with the advent of email, but no. There is a great deal of paperwork in the mortgage industry (as you well know if you’ve ever purchased a house). While some borrowers may be comfortable reading and signing all that paperwork using a computer or mobile device, many are not, especially those seeking reverse mortgages.

With Google Apps for Work and RingCentral, faxing has been streamlined significantly. Our LOs no longer need to have separate phone and fax numbers; one number handles both with RingCentral. It might seem like a small thing, but having all information flow to one number avoids a lot of confusion. People also appreciate having cleaner-looking business cards and email signatures.

When an LO sends in loan paperwork (as a fax), it goes directly to the recipient’s email account. The LO doesn’t have to do any scanning because the information is already in PDF format. Similarly, when there’s a need to fax something back, the recipient can either fax directly from Google Docs, or use RingCentral’s FaxOut option to send a PDF or other document directly from Google Drive.

Second, the Google-RingCentral integration benefits not only our LOs, but all of our employees. For example, when an employee is in an email and there is a phone number they need to call, one click on the number automatically dials the phone for them. A simple integration like this saves an employee some time and makes for a more user-friendly experience. And ultimately it improves our customer service since calls can be returned more quickly.

A third advantage is the integration between RingCentral and Google Calendar. Previously, scheduling a call or a conference call required numerous steps and a number of applications (email, calendar, phone directory, etc.). Now employees can simply pick the appropriate time in Google Calendar and in one click can create an invite that automatically includes all the necessary audio conference dial-in information. This saves time and eliminates the frustrating process we used to have, wherein someone would have to create an invite, create a conference bridge, and then manually copy/past the dial-in information into the invite. When you have multiple conference calls a day, one click makes a significant difference. This also alleviates the accidental copy/pasting of wrong dial-in information into the invite.

I appreciate anything that helps me make our employees’ work lives easier, which is why I value the Google-RingCentral integration. It streamlines so many of the routine office tasks that people do every day. When their work lives are easier, they can deliver better customer service. Every time that happens, it helps strengthen Open Mortgage’s commitment to service, and that helps us be the kind of mortgage lender we want to be.

To find out more about RingCentral-Google integrations or sign up for a free 30-day trial, please click here.

Source: https://blog.ringcentral.com/blog/2016/12/ringcentral-google-integration-enables-open-mortgage-to-deliver-a-better-mortgage-experience/

Publish Date: December 7, 2016 5:00 AM


2020 Buyers Guide Payment Services

 
1.) 
Eckoh

CallGuard, ChatGuard,
Securing payments for on-premise or remote agents for telephone, IVR, web, mobile, Chat and Chatbot.

A patented technology that is flexible way to take secure, PCI DSS compliant payments via live agents over the telephone, web, Chat, Chatbot, or IVR. No sensitive data enters the contact centre environment so, agents do not see, hear, store or record any card or personal details.

CallGuard can be deployed in various ways to fit the way your contact centre works. The solution can de-scope all, or parts, of your contact centre from the scope of PCI DSS compliance and works just as well for on-premise or home/remote working agents.

ChatGuard makes payments in Chat PCI DSS compliant and...
(read more)
PH: 01442 458300
 



View more from RingCentral, Inc.

Recent Blog Posts:
How We Built An Award-Winning Office in CharlotteDecember 7, 2018 5:00 AM
ConnectCentral 2018: 4 Insights Connecting Employee Engagement with Customer EngagementNovember 14, 2018 5:00 AM
Three Reasons to Attend ConnectCentral 2018August 29, 2018 5:00 AM
Share your story at ConnectCentral 2018: call for presenters and award nominations now openAugust 10, 2018 5:00 AM
Why VoIP Is Better for Small Businesses: 3 Reasons to Provide Phone Solutions in the CloudMay 31, 2018 5:00 AM
RingCentral Ranked #1 in IHS Markit 2018 North American UCaaS ScorecardMay 14, 2018 5:00 AM
Introducing RingCentral Integrated Collaborative Meetings SolutionMarch 14, 2018 5:00 AM
Explore the Winning Hacks from the ConnectCentral 2017 HackathonOctober 27, 2017 5:00 AM
Ensuring the Best Voice Quality for Cloud CommunicationsOctober 26, 2017 5:00 AM
ConnectCentral 2017 Ends with Focus on InnovationOctober 26, 2017 5:00 AM
Submit Event

Upcoming Events

15th annual Best Practice Conference - this is the contact center world's most highly rated event - a whopping 100% of delegates say they would recommend it!

100's of best practice tips and ideas from contact center professionals Read More...
 7
 10251 
Share

Latest Americas Newsletter
both ids empty
session userid =
session UserTempID =
session adminlevel =
session blnTempHelpChatShow =
CMS =
session cookie set = True
session page-view-total =
session page-view-total =
applicaiton blnAwardsClosed =
session blnCompletedAwardInterestPopup =
session blnCheckNewsletterInterestPopup =
session blnCompletedNewsletterInterestPopup =