See how LoanOfficer.ai configures a pre-call notice and gives teams control over AI replies to newly contacted numbers.
Phone and text automation work best when the team knows exactly what happens before a call and after a message arrives. A recording notice and an automatic first reply solve different operating problems, so each needs its own owner, policy, and review process.
LoanOfficer.ai now adds two controls in <strong>User Settings</strong>: Play a recording notice for qualifying calls and AI auto-reply to new numbers. Together they help teams configure the customer experience without treating every communication workflow the same.
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1. Treat the two controls as separate decisions
Play a recording notice affects what a person hears before a qualifying call conversation begins. AI auto-reply to new numbers affects who sends the first response after a text arrives from a number that is not yet in contacts.
Review them separately. The team may want a pre-call notice while keeping AI replies enabled, or it may choose a human-first new-number workflow without changing call behavior.
2. Find and document the current User Settings
Open User Settings and locate both controls. Before changing them, record the current selection, the person approving the change, and the workflow the setting is intended to support.
A short configuration record prevents confusion when administrators, loan officers, and support staff have different assumptions about what callers hear or who answers new texts.
3. Understand where the recording notice plays
The release shows Play a recording notice applying to calls to the user's LoanOfficer.ai number and calls placed with Quick Call. When enabled, the other person hears a notice that the call may be recorded and transcribed before the conversation starts.
Confirm the scope against the team's actual calling workflow. Train users on which calling methods are covered by the configured notice instead of assuming the setting changes every type of call in the same way.
4. Review notice, consent, and retention requirements
A pre-call message supports a disclosure workflow, but it is not a legal guarantee. Requirements can depend on participant location, call purpose, recording or transcription behavior, company policy, carrier rules, and other circumstances.
Work with compliance or counsel to define the approved notice, any required consent, what happens if consent is not provided, how records are retained, and who may access them. Keep that policy with the configuration record.
5. Decide whether AI should answer new numbers
AI auto-reply to new numbers controls whether AI automatically responds when a text arrives from a number that is not in contacts. Keeping it enabled supports the automated first-response workflow shown in the release.
Disable it when your organization prefers a person to handle those newly contacted numbers. That choice changes responsibility; it does not remove the need for an organized first-response process.
6. Build the human process before disabling auto-reply
Assign a clear owner for new-number messages and define coverage periods, escalation, and handoff. A shared assumption that someone will notice the message is not a reliable process.
Document how the responder verifies identity, adds or updates the contact, records the conversation, honors opt-out requests, and moves the person into the correct follow-up workflow.
7. Test the experience after each change
Use an approved internal test number to confirm what the caller hears and what happens when a new number texts the account. Verify the notice timing, the selected reply behavior, and the handoff visible to the responsible user.
Test one control at a time so the team can identify which setting produced the observed result. Record the date and outcome with the configuration decision.
8. Review settings when roles or workflows change
Revisit both controls when the company changes phone numbers, calling methods, staffing, compliance policy, carrier setup, or responsibility for inbound messages.
A scheduled review keeps the settings aligned with the real operating process and gives new team members a clear source of truth.
Where are the recording notice and AI auto-reply controls?
The release shows both controls in LoanOfficer.ai User Settings.
What does the recording notice say?
It tells the other person that the call may be recorded and transcribed before the conversation begins.
The release shows it on calls to the user's LoanOfficer.ai number and calls placed with Quick Call.
Does playing a notice guarantee recording compliance?
No. The company must follow applicable notice, consent, recording, transcription, carrier, retention, and company requirements.
What is a new number for AI auto-reply?
The setting describes a number that is not in your contacts and sends a text to the account.
Can a person answer new numbers instead of AI?
Yes. Disable AI auto-reply to new numbers and assign responsibility for monitoring and answering those messages.
Should we test after changing the controls?
Yes. Use an approved internal test and confirm both the caller experience and the new-number reply workflow.
/academy/crm/recording-notice-ai-auto-reply-controls
