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MEET ROXY

The All-In-One AI Phone System For Your Mortgage Business

WHAT IS ROXY?

Roxy is a VOIP phone system designed for forward-thinking, modern, badass mortgage advisers. Ditch the mobile, look and sound as big as your competitors. Whether a one-person operation or a big cheese corporation, Roxy allows you to play in the big leagues and utilise Al technology without having to know anything about LLM’s or Hosted PBX’s (no, me neither…)
see Pricing

FEATURES

Every Roxy phone system comes jam packed with these powerful features, providing you with the most versatile and cost-effective business communication solution available.

Smarter Call Handling

  • Smart Call Routing & Forwarding
  • Time-of-Day Call Rules
  • Multi-Level IVR Menus (press 1 for sales…)
  • Call Queues & Hunt Groups
  • Caller ID Routing
  • Unlimited Inbound Calls
  • Voicemail with Transcription
  • Unlimited Voicemail Storage
  • Text-to-Speech Prompts
  • Call Quality Feedback Surveys

Devices, Access & Communication

  • Desktop & Mobile Apps
  • Use on Mobile, Desk Phone or Computer
  • Business SMS & Bulk Messaging
  • Click-to-Dial from CRM or Browser
  • Call from Anywhere with Unified Access
  • Cloud Storage Sync for Call Data
  • Scheduled Call Reports Sent to You
  • Phone Book Manager
  • Caller Presence in Any UK Location

Control, Insights & Integration

  • Unlimited Call Recording
  • Live Call Monitoring
  • Real-Time Call Analytics Dashboards
  • CRM & App Integrations (e.g. HubSpot, Pipedrive)
  • Custom User Roles & Access Control
  • One-Click Copy to CRM
  • Trackable Call Actions & Summaries
  • AI Note-Taking with Action Points
  • Simple Admin Panel for Team Oversight

Smarter Call Handling

  • Smart Call Routing & Forwarding
  • Time-of-Day Call Rules
  • Multi-Level IVR Menus (press 1 for sales…)
  • Call Queues & Hunt Groups
  • Caller ID Routing
  • Unlimited Inbound Calls
  • Voicemail with Transcription
  • Unlimited Voicemail Storage
  • Text-to-Speech Prompts
  • Call Quality Feedback Surveys

Devices, Access & Communication

  • Desktop & Mobile Apps
  • Use on Mobile, Desk Phone or Computer
  • Business SMS & Bulk Messaging
  • Click-to-Dial from CRM or Browser
  • Call from Anywhere with Unified Access
  • Cloud Storage Sync for Call Data
  • Scheduled Call Reports Sent to You
  • Phone Book Manager
  • Caller Presence in Any UK Location

📊 Control, Insights & Integration

  • Unlimited Call Recording
  • Live Call Monitoring
  • Real-Time Call Analytics Dashboards
  • CRM & App Integrations (e.g. HubSpot, Pipedrive)
  • Custom User Roles & Access Control
  • One-Click Copy to CRM
  • Trackable Call Actions & Summaries
  • AI Note-Taking with Action Points
  • Simple Admin Panel for Team Oversight

See Roxy in Action

Experience how Roxy transforms your client calls into organised, actionable summaries.

📅 Administrator Call

What Was Discussed

Olivia received a voicemail from Jamie regarding booking an appointment to speak to a mortgage advisor. Olivia confirmed interest in discussing potential borrowing amounts and terms as a first-time buyer.

Key Takeaways

  • Jamie and his partner are first-time buyers and have questions about borrowing and mortgage terms.
  • They prefer to visit the Bristol office for an in-person meeting.
  • Fridays are convenient for them, particularly around 12:00 PM.

Action Items

  • An appointment is scheduled with Michael, a mortgage and insurance advisor, for Friday at 12:00 PM.
  • Jamie should bring details of income, outgoings, loans, and credit cards to the appointment.

Looking forward to your financial journey!

Best regards,

Roxy – The Note Taking Bot

💼 Broker-Lender Update Call

What Was Discussed

Alex updated on the progress of documents submitted to Pinewood Lending. The documents are still in the queue for review by the underwriter, and Alex is in touch with the business development manager to keep the process moving.

Key Takeaways

  • Documents are still within Pinewood Lending’s service levels, so no escalation is possible at this moment.
  • The review should be completed by close of play on Friday, as per service levels.
  • Alex plans to call Pinewood Lending at 12:00 PM today to check on progress and push the case forward.
  • Once documents are reviewed, either they will be signed off, or further questions will be raised.
  • If all is in order, the next step will be to instruct a property valuation.

Action Items

  • Alex to call Pinewood Lending at 12:00 PM today for an update.
  • Await further communication from Pinewood Lending regarding any additional information needed.
  • Spinning off now, but I’ll keep you in the loop with updates!

Best regards,

Roxy – The Note Taking Bot

💬 Client Mortgage Consultation

What Was Discussed

Emily Taylor is planning to move house and wants to sort out her mortgage, which has three parts with Oakridge Banking. Her current property is on the market for £700,000 but expecting £680,000 and she is considering properties in the £790,000 range. She has a small part of her mortgage £3,513 (£24.50 monthly), another part £161,000 on a fixed rate of 3.72% until April 2028 and £59,500 on the standard variable rate. Emily also needs advice on borrowing an additional £100,000.

Key Takeaways

  • Emily and her husband are looking to borrow more money, with a potential additional £100,000 depending on the new property’s price.
  • Her husband earns £5,488 monthly, and Emily’s income is £1,320 from employment and £1,200 from freelancing.
  • Emily and her husband have two children but no child care costs.
  • They have a credit card debt of £9,000 on an interest-free card.
  • Porting the mortgage is considered to avoid early repayment charges, and Oakridge will be contacted to sort out the variable rate part.

Action Items

  • Marcus will set Emily up on Maple Financial’s online portal to gather more detailed information for a decision in principle.
  • Emily needs to provide documents like payslips, tax calculations, and mortgage account details.
  • Marcus will look into Oakridge’s fixed rate options for the part of the mortgage on the standard variable rate.
  • The fee for new applications is £499, split into two payments, but no fee for simply switching products with Oakridge.

Wishing you a smooth move and a stress-free mortgage sorting!

Cheers,

Roxy – The Note Taking Bot

THE ROXY ENGINEERS

What’s the first image that comes to mind when you think of people who operate a business telephone company? How dare you…
There seems to be two distinct camps – massive corporations offering their software through flat websites whilst their founders raise endless money from venture capitalists. And small providers, many of whom offer lots of very technical products that mortgage advisers don’t need (dare we say, care about?)
Roxy is meant to be approachable, down to earth and accessible.
So here are the two fools who thought it might be fun to start such a business…

PRICING

Simple, Transparent Pricing
All plans include free setup and are available on 30-day rolling contracts. Prices shown are per user, per month.
Starter
£18

+ VAT/user/month

Simple VOIP with essential features
  • 90-day call recording
  • Desktop & mobile access
  • Your own UK number
  • Basic call analytics
Get Started
Pro

£25

+ VAT/user/month

Everything in Starter, plus Al capabilities
  • Unlimited calls
  • 2,000 minutes of Al note-taking
  • Email summaries for clients
  • Action points from call
  • One-click copy-to-CRM
Get Started

NOTETAKING AND TRANSCRIPTIONS

Al Notetaking on another level

Forget taking notes – we’ve got your back! Words & details, captured perfectly.

LET'S CHAT

Have questions? Want to see Roxy in action? Our friendly team is here to help. Drop us a message or book a demo – and we’ll show you how Roxy can work for your business.

FAQS

Roxy is built for simplicity, flexibility, and power. Whether you’re a solo entrepreneur or growing team, you can easily manage calls across desktop, mobile, or desk phone. No technical skills needed setup is quick, and support is always available. Al-powered note-taking and call summaries are included with the Pro plan, helping you stay organised and focused.

No. Roxy is designed to be intuitive and user-friendly, so you don’t need any technical experience to get started. Setup takes just minutes, and our support team is always on hand if you need help. Whether you’re handling calls or reviewing AI-powered summaries, everything is streamlined to keep things simple.

Yes. Roxy works seamlessly across mobile devices, desktop computers, and even desk phones. You can manage and make calls from anywhere, giving you complete flexibility whether you’re at the office, working remotely, or on the move.

No — it’s included with the Pro plan only. AI-powered note-taking and call summaries are part of our Pro plan, which is ideal for busy professionals who want to stay organised without the manual effort. It’s a powerful feature that saves you time and ensures no details are missed.

Yes. You can bring your current number with you to Roxy, so there’s no disruption to your business or contacts. We’ll handle the porting process to make sure the transition is smooth and hassle-free.

Yes. Roxy’s AI note-taking is fully GDPR compliant. The call software is powered by our partner, Nebula, who are committed to upholding strict data privacy and compliance standards. Your call data is processed securely, with clear consent and transparency built in at every step. Whether you’re handling sensitive information or routine conversations, you can trust that your data is treated with the care and protection it deserves.

© 2025 Roxy Comms Ltd. Registered in England and Wales. Company number 16388321.
Registered office: 7 Bridge Street, Nailsworth, Stroud, England, GL6 0AA

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Meet Nick

Is the brains behind the tech. He fits the stereotype of a software developer with his dry sense of humour and the fact that he carries a multi-tool on his person at all times; in case something ‘needs fixing’.

Whilst we haven’t any proof, we are pretty sure he likes a propelling pencil and owns a number of short sleeve shirts with top pockets in which to keep his pens.

But Nick’s ability to take ideas from concept through to reality is second to none. A skilled coder and marketer he is chief problem solver at Roxy Heights.

It took a while to realise that the quiet gaze that falls over him when discussing a project is not anger (as Graham used to think) but Nick simply processing data and working out the way forward.

Meet Graham

Has worked in the mortgage industry for nearly 20 years and currently heads up his own mortgage business in the west of England.

Having worked with Nick on the development of a note-taking tool for internal use, the pair decided to get together and offer other businesses the chance to play in AI waters.

Always one to challenge the status quo and make sure customer service is top priority, Graham wants to strip the grey stereotype from