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  • Source

    • The user can select from two sources of inbound marketing numbers: Client number and Insellerate number.

  • Inbound Marketing Number

    • The Insellerate number requires the user to buy a toll-free or area code-specific number.

    • The Client number is any number that the user can manually input.


  • No Match Call Forwarding Number

    • A call forwarding number is required to be input in case the borrower cannot be connected to any agent.

  • If the primary agent of the borrower is active and has a work phone number, the borrower will be connected to the primary agent.

    • An email is sent to the borrower from Action Template 1 containing the inbound calling number – 1234567890. Agent A is the primary agent for the borrower.

    • If the borrower calls 1234567890, the call will be routed to Agent A’s work phone number

  • If an organization’s phone number does not exist, the borrower will be connected to the call forwarding number.

    • An SMS is sent to the borrower from Action Template 4 containing the inbound calling number – 1122334455. Agent B is the primary agent for the borrower.

    • If the borrower calls 1122334455, the call will be routed to the call forwarding number entered in the action template.

  • If the inbound marketing number is blocked, the borrower will be routed to the call forwarding number

    • An RVM is sent to the borrower from Action Template 4 containing the inbound calling number – 6677889900. Agent C is the primary agent for the borrower.

    • If the borrower calls 6677889900 and it has been blocked by the service provider, the call will be routed to the call forwarding number entered in the action template.

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