Turn on Exclude recently dialed contacts in the LoanOfficer.ai Power Dialer to skip anyone your team already called and finish your list with no double calls.
Calling sessions rarely end at the bottom of the list. When you come back to the same contacts later, starting over would mean calling people your team already reached, or already tried, a few days ago. Exclude recently dialed contacts solves that. You select the same list, tell the Power Dialer how far back to look, and it skips anyone who was already called in that window, so you finish the list without calling anyone twice.
Start from the same contacts you were working before.
Scroll down to Contacts. Under your selection you will see Exclude recently dialed contacts, with the note: skip anyone your team already called in this period, answered or not.
The preview shows what is left to call. In the walkthrough, 58 of 100 contacts will be dialed now, and the 42 contacts dialed in the last 7 days will be skipped. The preview also shows when it was last checked, and every contact is checked again as it is dialed, so the count stays accurate while the session runs.
Click Start Power Dial. Only the remaining contacts get dialed, and you are right back where you left off. To see past sessions, open the Power Dial History tab. It shows totals for dials, conversations, voicemails, no-answers, and talk time, with a list of earlier sessions you can open to view their calls.
It skips anyone your team already called during the time window you choose, so you can resume a list in the Power Dialer without calling the same contact twice.
Yes. Anyone your team already called in that window is skipped, whether they answered or not.
The walkthrough shows Last 24 hours, Last 7 days, Last 30 days, and a Custom option.
No. It checks calls from your team, so contacts a teammate already dialed in that period are skipped too.
The preview under Contacts shows the count before you start, for example 58 of 100 will be dialed now, and each contact is checked again as it is dialed.
Open the Power Dial History tab in the Power Dialer to see your totals and a list of earlier sessions.
Here's how to pick up where you left off in the Power Dialer, without calling anyone twice. Open Borrowers, select the same contacts you were calling, and choose Power Dial from the bulk actions. In the setup, keep your line and messages the same, then scroll down to Contacts. Turn on Exclude recently dialed contacts. Pick how far back to look, like Last 7 days. Anyone your team already called in that window, answered or not, gets skipped. The preview shows what's left. Here, 58 of 100 will be dialed now. Click Start Power Dial, and you're right back where you left off. To see past sessions, open the Power Dial History tab. Exclude recently dialed contacts. Finish your list, no double calls.