How to Control Call Recording in LoanOfficer.ai

This walkthrough shows how administrators can control call recording from Phone settings, disable audio recording, and choose which calls may retain a transcript without keeping the audio.

Key takeaways

• Open Phone settings to manage recording behavior for company LoanOfficer.ai numbers.
• Turn Call recording off when the company does not want audio retained.
• Choose whether transcripts are kept for all calls or for selected call groups when audio recording is off.
• Review recording, consent, notice, retention, and access requirements with your company before changing the setting.

Open the call recording settings

Open the Phone area in settings and locate Call Recording. This central control applies to inbound and outbound calls made through your company's LoanOfficer.ai numbers. Review the current configuration before changing it so the team understands what will be retained after the update.

Choose whether to record call audio

Use the Call recording control to turn audio recording on or off. When it is turned off, calls can still appear in Call History even though the audio itself is not retained.

Keep transcripts without keeping audio

When audio recording is off, the settings shown in this release let an administrator choose which calls may keep a transcript without keeping the audio. The available choices can include all calls or selected call groups already configured for the account.

Document the operating policy

Treat the setting as one part of a broader communications policy. Define who may change it, which calls qualify for transcript retention, how long records should remain available, and who may access them. Revisit the configuration when the company adds phone numbers, markets, teams, or call groups.

FAQ

Where are the call recording controls?

Open the Phone area in settings and locate Call Recording.

Which calls does the main recording control cover?

The setting shown covers inbound and outbound calls on the company's LoanOfficer.ai numbers.

Can calls stay in Call History when recording is off?

Yes. The release indicates that calls can still be logged in Call History when audio recording is disabled.

Can I keep a transcript without keeping the audio?

Yes. When recording is off, the settings allow transcript retention for all calls or selected configured call groups.

Does enabling recording satisfy consent laws?

No. The setting does not replace required notices, consent, company policy, or legal review. Requirements depend on the locations and circumstances involved.

Transcript

Call Recording Controls are now available in LoanOfficer.ai Phone settings. Administrators can choose whether inbound and outbound calls on company LoanOfficer.ai numbers are recorded. When audio recording is off, they can also choose which calls keep a transcript without retaining the audio, including all calls or selected configured groups. Review company policy and applicable consent requirements before changing the setting.