Abstract: 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.

Abstract: 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.

Abstract: A system is provided for establishing an open communication channel between a client and an advisor. The system includes a client device, an advisor device, and a host device, all connected via a network. If the client interacts with a “talk” portion of a mobile web site, the host will attempt to authorize the request by determining whether the client has sufficient funds in their account to cover a communication with the advisor for a predetermined period of time, where the predetermined period of time is either set by the host, an administer, or the advisor. If the host device determines that sufficient funds are available, the host device then determines whether the advisor is currently available. If the advisor is currently available, then the host will provide a phone number to the client device and update the advisor's queue to reflect the instant communication.