Advisors/agents who set up their Relate account using Hearsay’s web application, then log into the Hearsay Relate mobile app will be prompted to complete additional onboarding steps. These steps streamline the onboarding process and ensure that additional mobile device permissions are granted so that all of the Relate app’s features are available. Advisors/agents will see a new card asking them to verify their device number which will allow them to make and receive phone calls through the Relate app, as well as an additional card asking them to give the Relate app access to their contacts so that Caller ID works properly. 

This update is currently available for devices running on iOS. The updated Android version will become available on Thursday, June 29, 2023. 

Relate mobile onboarding card - Verify Device Number

Relate mobile onboarding card - Allow access to Contacts