Content Comparison

Distribution Type

This determines how a lead will be dispersed to agents.

Distribution Group

Administrators can define groups of agents who can receive leads via a campaign.

Max Call Agents

This defines the maximum number of agents to be called before the call is transferred to the call forwarding number.

Timeout (sec)

This defines the amount of time Insellerate will ring the eligible agent before moving to the next agent/group in the queue.

Call Routing Recording

The recording should welcome the inbound call and provide hold music while the eligible agents are called.

Disclosure Recording

The recording should inform the borrower the call is being recorded.

Confirm Key Recording

• The recording should inform the agent what key to press to take the call and the lead.

• This field is only available when the Require Confirm Key toggle is On.

Transition Recording

• The recording should inform the borrower the next agent is being connected.

• This field is only available when the user selects the Distribute Ring Round Robin in the Distribution Type field.

Initial Status

A status is the disposition of a lead and where the lead currently stands within the loan process.

Initial Activity

Activities are actions to be completed or can be completed within the loan process.

Inbound Routing Number

This number can be purchased via Insellerate and can only be associated to this inLead campaign.

Call Forwarding Number

If no agent is available, the call will be forwarded to the number provided.

Call Routing Flow

This defines how users want the call to be routed if the incoming call number (borrower) matches an existing application.

• Call Primary Agent Only

  • Calls will be routed to the primary agent of the existing application.

• Call Primary Agent, Send to Distribution

  • Calls will be routed to the primary agent of the existing application first. If the primary agent does not pick it up, it will then be routed through distribution.

• Send to Distribution Only

  • Calls will be routed through distribution.

Timeout for Primary Agent (secs)

The wait duration for the primary agent to pick up the phone is configurable.

• Minimum wait time: 8 seconds

• Maximum wait time: 60 seconds

This field is not available when the user selects Send to Distribution Only in the Call Routing Flow field.

Post Primary Agent Call Recording

• During the transition from primary agent to distribution, a default YTel message plays: “Please wait while we transfer you to the next available agent.”

• Users may upload a custom recording to replace the default message.

• This field is only available when users choose Call Primary Agent, Send to Distribution in the Call Routing Flow field.

Post URL

• The Action Post URL is used in tandem with Insellerate's ICR feature and is meant to update lead information for the corresponding call. 

• When a request is made to the Action Post URL, it will attempt to update an existing application from the campaign or remain Unassigned a prospect until a matching call comes in and the data updates the converted blank application.