Assistant ID
Call ID
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Two-One SALES NAVIGATOR
Take command of your pipeline with the Two-One Sales Navigator. Use this centralized portal to track every milestone, sync critical data in real-time, and close deals faster with total institutional confidence.
Secure internal access only · Real-time pipeline sync
PIPELINE STAGES
Clear Path To
Completion
01. Inquiry
Capture initial client details and assess core requirements methodically.
02. Valuation
Coordinate property appraisals to establish accurate market lending value.
03. Offer
Secure formal lender agreements and present terms clearly to the client.
04. Closing
Finalize compliance checks and execute the mortgage completion seamlessly.
Internal App
Portal
UK Mortgage Sales Dashboard
Web dialler + live transcript + copilot guidance
Status: idle
Call Control
Copilot Notes (manual context)
Optional: paste extra context (lead details, lender name, campaign, etc.). This is sent as a background note to the assistant at call start.
Live Transcript
Copilot Guidance
The assistant should format guidance as: Suggested next line / Why / Ask next / Compliance check.
WORKFLOW EFFICIENCY
Sync Data For
Performance
Ensure accurate transfer of client requirements into the CRM for seamless pipeline management.
01
Capture Call Data
- Document client requirements
- Note financial constraints
- Log immediate action items
02
Sync to CRM
- Push notes securely via integration
- Update pipeline deal stages
- Assign internal team tasks
03
Action Next Steps
- Schedule follow-up touchpoints
- Generate custom client summaries
- Prepare preliminary compliance docs
COMPLIANCE SUPPORT
Need Compliance
Guidance?
Access our comprehensive knowledge base or connect with the dedicated support hotline. We provide the safety net for complex queries, ensuring you have reliable answers to keep your pipeline moving forward securely.
Available 24/7 for internal staff
● System Status: All Systems Operational
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