Other

Fred Roby

Stephen J Freeland

A system and method is provided for facilitating a communication between a client and an advisor. The system preferably includes a client device, an advisor device, and a host device, all connected via a network. The client device may interact with a website to request a communication with an advisor. The host device may provide the request to the advisor via a mobile application operating on the advisor device. The mobile application may also be used to upload data to the host device and to participate in the scheduled communication, such as a telephone call. Prior to using the application to participate in the communication, the host device may verify the application by calling it and verbally requesting the entry of verification data. If the advisor enters correct data, the application will be considered verified, and the advisor can use it to participate in the scheduled communication with the client.

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Chino, CA, United States of America

Fred Roby