System and method for using a mobile application operating on an advisor device to communicate with a client device

A system for facilitating a communication between a client and an advisor, comprising:

• at least one host in communication with at least one wide area network (WAN) and comprising at least one memory device for storing machine readable instructions adapted to perform the steps of:
• recording a time for said communication between said client and said advisor;
• receiving from said client a phone number associated with a client device, said client device being used by said client to participate in said communication with said advisor;
• receiving from an application operating on an advisor device a request to use said application to at least participate in said communication with said client, said application being used to at least provide information to said advisor concerning said communication;
• placing a first telephone call to said application in response to receiving said request;
• using said first telephone call to verbally request verification data from said advisor, said verification data being used to confirm that said application can be used by said advisor to participate in said communication with said client;
• receiving said verification data from said application during said first telephone call;
• using said telephone number to place a second telephone call to said client device at said time for said communication, thereby establishing a first connection between said at least one host and said client device;
• using said verification data to place a third telephone call to said application at said time for said communication, thereby establishing a second connection between said at least one host and said application;
• and
• using said first connection and said second connection to establish a communication link between said client device and said application, said communication link being used by said client and said advisor to participate in said communication;
• wherein at least one of said first, second and third telephone calls is placed using one of voice over Internet protocol (VOIP) and session initiated protocol (SIP).

A method for facilitating a communication between a client and an advisor, comprising:

• receiving a first communication from an application operating on an advisor device, said application being used to provide said advisor with a time for said communication, provide information on said client, and allow said advisor to participate in said communication;
• placing a first telephone call from at least one host to said application in response to receiving said first communication;
• using said first telephone call to verbally request verification data from said advisor, said verification data being data that can be provided by said advisor using said application;
• receiving said verification data from said application during said first telephone call;
• using a telephone number associated with a client device to place a second telephone call to said client device at said time for said communication, thereby establishing a first link between said at least one host and said client device;
• placing in response to said verification data a third telephone call to said application at said time for said communication, thereby establishing a second link between said at least one host and said advisor device;
• and
• using said first and second links to allow said client and said advisor to participate in said communication;
• wherein at least one of said first, second and third telephone calls is placed using one of voice over Internet protocol (VOIP) and session initiated protocol (SIP).