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Rebecca Kornblum

Rebecca Kornblum

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Main Grid

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

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Instructions

  • Click the Add button to create a new distribution groupDistribution Group.

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

Columns

Column Name

Column Filter Type

Description

Name

Multi+search

This column displays the name of the

distribution group

Distribution Group as saved within the

distribution group

Distribution Group.

Distribution

Multi+search

This column displays the description as saved within the

distribution group

Distribution Group.

State License

Multi+search

  • If the Require State License toggle switch is turned On for the

distribution group

  • Distribution Group, a green check mark is displayed.

  • If the Require State License toggle switch is turned Off for the

distribution group

  • 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

  • Distribution Group, a green check mark is displayed.

  • If the Require Login toggle switch is turned Off for the

distribution group

  • Distribution Group, a grey check mark is displayed.

Loan Type

Multi+search

  • The loan types selected within the

distribution group

  • 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

  • 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

  • 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

Distribution Group, the supervisor’s name is displayed in this column.

Agents

Multi+search

  • Agents selected within the

distribution group

  • Distribution Group are displayed with the count in a blue link.

  • Hovering over the link displays the list of the agents selected.

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Create a New Distribution Group

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Fields

Field Name

Description

Name

  • Name of the group

  • Must be at least 5 to 28 characters

Description

Information about

distribution group

the 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.

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Filter the Distribution Group

Turning the Require Loan or Require Loan Purpose toggle switches to Yes, allows the user to filter the Distribution Group by those agents who are eligible for leads based on those filters.

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