Description

The User Registration main grid lists the user profiles that have been created within an organization in Insellerate. This article covers the following information about user registrationthe User Registration page.

Table of Contents

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Overview

The User Registration main grid lists the user profiles that have been created within an organization in Insellerate.

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Accessing the User Registration Page

Select User Registration from the Admin dropdown menu.
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The User Registration/Manage and Edit Users page opens.
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Viewing the User Registration Page

The User Registration Page contains several columns with information specific to it. These are described in the table below.

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Column	Description
Online	Indicates the user’s login status: Green check mark indicates the user is logged in Grey check mark indicates the user is logged out
Leads
Calls
Active	Indicates the user is active or inactive

Click

Clicking Show Inactive Users on the upper right

to display

displays both active and inactive users
Lock	Indicates which user is being locked

Administrator

The administrator can turn the toggle On to lock specific users.

User

- The user account being logged

into

- in to must not be locked by the administrator or

other

- another user.

Administrator

The administrator can turn the toggle Off to unlock specific users.

User

The user account being logged in to is automatically locked after a specified number of wrong tries (configurable for each organization).

Add Button

Create

Opens the User Registration/New User page to create a new user
Export Icon Image Added	Allows admins to export a complete list of all Insellerate users from the User Administration into an Excel file that is sent to My Reports for download. Filters applied before export will not apply. It includes all fields and inactive users.

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Basic Information

The Basic Information section contains information about the user being added/modified.Image Removed

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Required Fields

The following fields are required when creating a new user in User Registration.

Field	Description
First Name	First name of the user being created
Last Name	Last name of the user being created
Password/ Confirm Password	Password for user login Defaulted to Password#1 which can easily be changed See the Reset Password article for more information
Email	Email of the user being created (will be the user’s login username)
Role	Dropdown menu to select the role of the user being created
Time Zone	The time zone the user currently resides in
Branch	Specifies what branch the user belongs to A user can only be assigned to one branch at a time Click Add New Branch to create a new branch
Branch

Permissions

Permission

Specifies what branch the user is able to view
Can assign users to view all, multiple branches, or to a specific branch and the associated data
All permissions grants access to view all branches

Optional Fields

The following fields are optional when creating a new user in User Registration.

Field	Description
Middle Name	Middle name of the user
Mobile	Mobile number of the user
Work	Work number of the user
Ext and Ext Pass	Extension number and extension password for work number
Caller ID	This number is the Caller ID 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.)
Fax	Fax number of the user
NMLS#	NMLS number of the user
Report To	Who the user will report to
Job Title	Job title of the user
Phone User ID	User identification within external phone system (used for integration purpose)
SMS/Webphone	The user’s SMS or webphone number
Email Image Library Views
Peer View

Permissions

Permission

Gives users the ability to allow a peer within the same branch permissions to view and edit applications

Phone User ID

User identification within external phone system (used for integration purpose)

SMS Number	SMS number tied with a specific user SMS numbers must be purchased by Insellerate
Address 1/2	The user’s street address
City/State/Postal Code	The user’s city, state, and postal code
Personal Link
Apply Now Link	Link in AgentConnect that pushes input from the user profile to the landing page, allowing users to apply for a loan directly.
Other Link
Profile Picture	Displays the user’s profile picture
Upload Profile Picture	Allows the user’s profile to be uploaded via drag and drop
Profile Picture Link	Link that leads to the profile picture location (where the user’s picture is stored) within the User Profile

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AgentConnect

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Field	Description
Branch NMLS
Brand ID
User ID
About Me
Enable Flyer Notifications
Office Phone
Facebook Link
LinkedIn Link
Website Link
Logo Link
Special Disclosure Link
User Disclaimer

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Distribution Filters

Distribution filters only apply to the distribution types Distribution Round Robin and Distribute All. The Distribution Filters section helps determine how leads will be distributed to the user. If the distribution filters are blank, it means that no filters are applied and all values of Loan Value, Loan Type, Loan Purpose Type, and State License are accepted. See the Distribution article for more details.Image Removed

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Column

Field	Description
Lead Cap	A specified number will be the maximum number of leads this user will be able to have at a given time. If the Lead Cap is left blank, there is no limit to the number of leads assigned/taken via distribution. If the Lead Cap is specified as 0, the user will not receive any leads via distribution.
Open Lead Cap	Specified number will be the maximum number of open leads this user can take per day.
Unassigned Lead Cap	Specified number will be the maximum number of unassigned leads this user can take per day.
Minimum Loan	User will not receive leads with loan amounts less than specified amount.
Maximum Loan	User will not receive leads with loan amounts greater than specified amount.
Loan Types	The dropdown lists the loan types the user is able to take. The loan type mentioned in the campaign data upload or lead post must match one of the specified Loan Type values within the distribution filters to be successfully distributed.
Loan Purpose Types	The dropdown lists the loan purpose types the user is able to take. The loan purpose type mentioned in the campaign data upload or lead post must match one of the specified Loan Purpose Type values within the distribution filters to be successfully distributed.
State Licenses	The dropdown lists which state the user is able to take leads from if the distribution group has Required State License. The property state or mailing state of the lead mentioned in the campaign data upload or lead post must match one of the state licenses within the distribution filters to be successfully distributed.

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Domain/Subdomain Enablement - Email Alias

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User credentials for any third-party integration that the user may have are displayed in this section.

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Field	Description
Encompass Username
Encompass Password
Funding Suite Username
Funding Suite Password

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Script Fields

Admins have eight additional fields for internal use. These fields can be customized to add information for users with custom names . They can be displayed in sections in the Application Panel.

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by contacting Insellerate’s Customer Support. Fields are available in the User Registration

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Add information into any number of the eight additional fields. The fields can be named as needed but cannot exceed 500 characters in length. The fields will be displayed in the Application Panel.

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Notes

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Export Files. They are not available for use

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in Custom Queues

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, Custom Reports

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, or My Pipeline

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.

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to rename fields

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How to Create a New User Account

Info
Administrators can only see users associated with branches they have permission for. When an administrator creates a new user, they can only assign the user to branches they have permission for.

Info
A user profile containing an ICR number creates a loop between the user profile and inbound call campaigns. ICR numbers should never be used as user profile phone numbers. This will result in an error and not be added to the user profile.

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The new user will appear in the User Registration (Manage and Edit Users) list. Use the filter feature in any of the columns to find the new user within the list.