New
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Features/Enhancements
Lead Distribution Logic by Loan Purpose and Loan Type
Marketing admins administrators can now set - up lead distribution based on the loan purpose and loan type.
Set - up the loan purpose and loan types for each user in User Registration.
Turn on the distribution logic feature in each distribution group you want this to apply to. Works the same as State Licensing. Read more about Distribution Group settings.
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Lead Distribution Campaign Redirect
Marketing Admins administrators can now post all leads , when required, to a single campaignID and define in the lead post which campaign they should be redirected to . Helpful if you are in the lead post. This feature is helpful when receiving purchase, refinance, and other lead types via the same form or have a 3rd third-party system that can’t is unable to post to multiple campaigns. Details are found in the Lead Distribution Campaign Redirect article.
Set an inLead campaign to a “Redirect” Redirect campaign.
Add “Lead Lead Provider Campaign ID’s IDs that are associated to the campaign. If there is more than one, just separate with a comma.
Have a lead provider add an additional field in the post called “LeadProviderCampaignId” LeadProviderCampaignId and define which campaign you want the lead to redirect to.
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Updates were made to allow for larger files to be uploaded at one time for “Direct Assignment” Direct Assignment. Based on the distribution type, file sizes are as follows:
Prospect Only (no distribution): 100MB
Direct Assignment: 5MB
Round Robin / Others: 1MB
If you have files larger than allowed, you will need to break the file up into separate files.
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More details can be found in the How to: Upload a CSV File to Insellerate article.
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Filters:
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Added New Date Filter Type to inTouch and Custom Filters
Marketing admins administrators can now define a variable-based time frame for lead filters.
Example: show Show me all leads that had Credit Pulled WITHIN the past 3 three days. Data will be based on the three days since today’s date (variable).
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Updated to work with more browser types so users are properly identified if logged in or out.
NOTE: CHROME IS THE PREFERRED BROWSER FOR USE WITH INSELLERATE.
Automated Logout
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Automated logout was logging users out before the countdown ended on some browser types. Fixed It has been fixed so additional browser types are included.
NOTE: CHROME IS THE PREFERRED BROWSER FOR USE WITH INSELLERATE.