Finance, legal, real-estate, mortgage, sales and service sector professionals need separate mobile line with calling, texting and call recording in order to help their client and be compliant at same time.
Where to get your financial or legal compliance for iPlum mobile line?
Login to your iPlum online account https://my.iplum.com.
Dashboard || Users || Click iPlum Login ID of the User
Click action: “Financial/Legal Compliance”. It will take you to the prerequisites step by step.
Prerequisites for financial or legal compliance (Both A & B):
iPlum Number Plan:
iPlum Monthly or Annual Unlimited Plan.
Note: If you currently have iPlum measured plan, you can upgrade to unlimited plan.
Dashboard || Users || Click iPlum Login ID of the User || Manage Plans || Number Plan || Change
Financial/Legal Compliance Add-on ($9.99).