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Rebecca Kornblum

Rebecca Kornblum

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Easy html macro
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Click-to-Call is a subfeature of Insellerate’s phone system supported by Ytel. Using click-to-call, a user within an organization can place an outbound call to the borrower’s mobile/home/work phone numbers and receive inbound calls from borrowers. To use the Click-to-Call feature, specific permissions are required. See the /wiki/spaces/INSPT/pages/981434369 for details.
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  • The call is first placed to the agent’s work phone number from a Ytel number purchased for the organization. It is then routed to the borrower’s number being called.
  • Once a call has started, there is no way to end it unless the agent hangs up before being connected to the borrower or never answers the call.
  • The Caller ID in the user’s User Profile is the number that the borrower sees when the user makes an outbound call. When the user’s Caller ID is blank on their User Profile page, the Caller ID displays the user’s Insellerate org phone number to the borrower instead. (This is the case when Local Dial Presence is not turned on.) When a user clicks to call in Insellerate, and the Caller ID field is blank, it displays the work number in the User ID to the client.