Name

Multi+search

This column displays the name of the distribution group as saved within the distribution group.

Distribution

Multi+search

This column displays the description as saved within the distribution group.

State License

Multi+search

• If the Require State License toggle switch is turned On for the distribution group, a green

• check mark is displayed.

• If the Require State License toggle switch is turned Off

• for the distribution group, a grey check mark is displayed.

Require Login

Multi+search

• If the Require Login

• toggle switch is turned On for the distribution group, a green

• check mark is displayed.

• If the Require Login toggle switch is turned Off

• for the distribution group, a grey check mark is displayed.

Loan Type

Multi+search

• The loan types selected within the distribution group are grouped together and displayed in the form of a blue link with the count of the number of loan types selected

• Hovering over the link will display the list of the loan types

Loan Purpose

Multi+search

• The loan purpose types selected within the distribution group are grouped together and displayed in the form of a blue link with the count of the number of loan purposes selected.

• Hovering over the link

• displays the list of the loan purposes.

Roles

Multi+search

• The roles selected within the distribution group are grouped together and displayed in the form of a blue link with the count of the number of roles selected

• Hovering over the link

• displays the list of the roles selected.

Supervisors

Multi+search

If a supervisor is selected within the distribution group, the supervisor’s name is displayed in this column.

Agents

Multi+search

• Agents selected within the distribution group

• are displayed with the count in a blue link.

• Hovering over the link

• displays the list of the agents selected

Name

Multi+search

Distribution

Multi+search

State License

Multi+search

Require Login

Multi+search

Loan Type

Multi+search

Loan Purpose

Multi+search

Roles

Multi+search

Supervisors

Multi+search

Agents

Multi+search

• .

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.