Local Dial Presence displays a local area code to borrowers when making outbound calls.
Setup:
Insellerate has uploaded phone numbers tied with your organization to be used for Local Dial Presence. These numbers are listed under the Admin tab, Local Dial Presence. Here, you can see the area code and state for each phone number.
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You can Add mappings from existing phone numbers to new area codes. One phone number can be tied to multiple area codes. For example, one AZ number can be mapped to all AZ area codes.
You can also Delete existing mappings.
Outbound Calls:
When an agent makes an outbound call through Click-to-Call, Insellerate will check the area code of the borrower and present a phone number with that area code on the borrower’s caller ID.
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presence is a feature that uses a purchased phone number with the same area code as the borrower’s area code during an outbound call. The Local Dial Presence page contains a list of all the number purchased with specific area codes for the org. These numbers are shared by all the users in the org
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When a user places an call to the borrower, the caller ID displayed on the borrower’s phone is the local dial presence number with the same area code
If there is no local dial presence number with the same area code, the caller ID displayed on the borrower’s phone is the caller ID mentioned in the user profile of the user who performs the call
This also occurs when the user’s caller ID matches the borrower’s area code
If both Local Dial Presence and Caller ID are not defined, then your organization’s user’s organization number will appear.
Inbound Calls:
If a borrower calls back the Local Dial Presence number, Insellerate will transfer the call to the last agent user who made a call to the borrower.
The call will connect to the
user’s phone number defined in their user profile
Reporting:
In Sales Manager Report, inbound calls made to the Local Dial Presence number will be recorded in the Direct column.
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User can Add mappings from existing phone numbers to new area codes
One phone number can be tied to multiple area codes
Existing mapping can be deleted by check the box at the last column of each row and then click on delete button
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New local dial presence numbers can be purchased by area code by clicking on the Purchase Org Numbers button
If numbers are available for the selected area code, a green toaster is displayed and the numbers will be successfully purchased
If a number with that area code is not available then a warning toaster will be displayed to notify the user
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A local dial presence number can be deleted by clicking on the Delete Org Numbers button