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Rebecca Kornblum

Rebecca Kornblum

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The main grid contains of a list of all distribution groups that exist within an organization.

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Notes

  • Click the Add button to create a new distribution group.

  • Click the Edit (pencil) button to edit the existing distribution group.

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Field Name

Description

Name

  • Name of the group

  • Must be at least 5 to 28 characters

Description

Information about distribution group

Distribution Filters

  • Specify restrictions using the filters; if no filters are defined, all users are included in the group

  • Required State License: if turned on, leads will be distributed based on state licenses

  • Required Login: if turned on, leads will only be distributed to agents who are logged in to Insellerate

Preview

All selected agents are displayed in the preview table.

Notes

  • Dropdowns are used to select a user based on fields defined in User Registration

    • Loan Type

    • Loan Purpose

    • Roles

    • Supervisors

    • Agents

  • Manually selecting agents from the Agent dropdown overrides all other dropdown filters.