Discussed fixing part of the loan for two years and floating the balance, with the trade-offs explained. Client to confirm by Friday. Updated disclosure statement to be re-sent.
Your regulator expects a record of what you told a client and when. Most of it is said on your mobile, between meetings, and typed up from memory later, if at all. GreenWeka records every call on the number you already use, in and out, keeps the transcript and the audio, and files the note where it belongs. Nothing clipped on, no new number.
30 days free. No card needed. Keep your number and your telco.
Built for a regulated industry
Advice given on the phone is still advice. When a client disputes what was said about a fixed rate, an excess or a replacement policy, the question is whether you can show the conversation, not whether you remember it. GreenWeka captures every client call automatically, transcribes it word for word with the date and time, summarizes it in plain English and keeps the audio for as long as your policy requires. Your records are complete because they make themselves.
What a complete record looks like
Record-keeping rules differ by country and by license. GreenWeka gives you the complete record; your compliance adviser tells you how long to keep it.
Getting started
Five steps. We'll walk you through it personally if you'd rather.
Head to greenweka.com/plans. 30 days free. No card needed.
iOS App Store or Google Play. Or open app.greenweka.com in any browser; it works straight away.
Key it into your phone once. From then on every call you make or take on your mobile is captured, transcribed and summarized. Same number, same telco, same phone. Choose whether call audio is kept and whether callers hear a recording notice.
HubSpot, your Google or Outlook calendar, and Gmail or Outlook. A couple of clicks each, and all optional.
It is already being captured. We onboard every customer personally, so if anything is unclear we will walk you through it.
Fifteen minutes. We will show you a client call becoming a time-stamped record, a file note on the contact and a dated follow-up, without a word typed.
Or try it yourself
30 days free. No card needed. Keep your existing number. Live in a few minutes.
See plans & sign upWe handle your data with care. Privacy policy
No. You keep your number, your telco and your plan. Callers ring the number they have always had for you.
No. Your normal number comes up on their phone, every time.
No. Nothing is clipped to your phone. iPhone or Android, with the GreenWeka app installed.
A few minutes. Download the app and enter one code. We onboard every customer personally, so if you would rather be walked through it, just ask.
Yes. Choose whether call audio is kept or deleted after transcription. Keep it for as long as your retention policy requires and delete it when you choose.
Yes. Switch on a short announcement for callers to hear, or leave it off where it is not required.
GreenWeka logs calls and emails directly into HubSpot. For other systems, export any call as a PDF to attach to the client file, or push follow-ups into Asana, Todoist, Microsoft To Do or Planner.
One plan, US$35 a month, with everything on this page included. Start with a month free, no card needed, and cancel any time.
Only you. Everything is encrypted in transit and at rest, isolated to your account. We never sell your data or train models on it, and you can delete any call, or your whole account, whenever you like. The detail is in our Trust Centre.