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Rebecca Kornblum

Rebecca Kornblum

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Description

Administrators can define groups of agents who can receive leads via campaigns.

Main Grid

The main grid contains of a list of all distribution groups Distribution Groups that exist within an organization.

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Notes

  • Click the Add button to create a new distribution group.

  • Click the Edit (pencil) button to edit the existing distribution group.

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Columns

Column Name

Column Filter Type

Description

Name

Multi+search

This column displays the name of the

distribution group

Distribution Group as saved within the

distribution group

Distribution Group.

Distribution

Multi+search

This column displays the description as saved within the

distribution group

Distribution Group.

Require
State License

Multi+search

  • If the Require State License toggle switch is turned On for the

distribution group

  • Distribution Group, a green check mark is displayed.

  • If the Require State License toggle switch is turned Off for the

distribution group

  • Distribution Group, a grey check mark is displayed.

Require Login

Multi+search

  • If the Require Login toggle switch is turned On for the

distribution group

  • Distribution Group, a green check mark is displayed.

  • If the Require Login toggle switch is turned Off for the

distribution group

  • Distribution Group, a grey check mark is displayed.

Require
Loan Type

Multi+search

  • The loan types selected within the

distribution group

  • Distribution Group are grouped together and displayed in the form of a blue link with the count of the number of loan types selected

  • Hovering over the link will display the list of the loan types

Require Loan Purpose Type

Multi+search

  • The loan purpose types selected within the

distribution group

  • Distribution Group are grouped together and displayed in the form of a blue link with the count of the number of loan purposes selected.

  • Hovering over the link displays the list of the loan purposes.

Roles

Multi+search

  • The roles selected within the

distribution group

  • Distribution Group are grouped together and displayed in the form of a blue link with the count of the number of roles selected

  • Hovering over the link displays the list of the roles selected.

Supervisors

Multi+search

If a supervisor is selected within the

distribution group

Distribution Group, the supervisor’s name is displayed in this column.

Agents

Multi+search

  • Agents selected within the

distribution group

  • Distribution Group are displayed with the count in a blue link.

  • Hovering over the link displays the list of the agents selected.

Exclude Agents

Multi+search

These agents are excluded from the Distribution Group. The exclusion list overrides all other filters.

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Create a New Distribution Group

  1. Click the Add button to create a new Distribution Group.

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  2. Enter the Name of the Distribution Group (required).

  3. Enter any desired Distribution Filters to filter the Distribution Group

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  1. by those agents who are eligible for leads based on those filters. See the Distribution Filters section in the User Registration article.

  2. Click Update.

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Distribution Group Fields

Field Name

Description

Name

  • Name of the group

  • Must be at least 5 to 28 characters

Description

Information about

distribution group

the Distribution Group

Distribution Filters

Specify restrictions using the

filters; if

Distribution Filters. If no filters are defined, all users are included in the group.

Required

  • Require State License:

if turned on

  • If the toggle is turned to Yes, leads will be distributed based on state licenses.

Required

  • Require Login:

if turned on

  • If the toggle is turned to Yes, leads will only be distributed to agents who are logged in to Insellerate

Preview

All selected agents are displayed in the preview table.

Notes

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Dropdowns are used to select a user based on fields defined in User Registration

  • Loan Type

  • Loan Purpose

  • Roles

  • Supervisors

  • Agents

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  • .

  • Require Loan Type: If the toggle is turned to Yes, leads will be distributed to those agents who are eligible based on the loan types listed in their User Registration.

  • Require Loan Purpose Type: If the toggle is turned to Yes, leads will be distributed to those agents who are eligible based on the loan purpose types listed in their User Registration.

  • Roles: Leads will be distributed to the roles selected from the dropdown list.

  • Supervisors: Leads will be distributed to the supervisors selected from the dropdown list.

  • Agents: Leads will be distributed to the agents selected from the dropdown list.

  • Exclude Agents: Leads will NOT be distributed to the agents selected from the dropdown list. The exclusion list overrides all other filters.

Preview

All selected agents are displayed in the preview table.

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Edit a Distribution Group

  1. Click the Edit (pencil) button to edit an existing Distribution Group.

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  2. The Distribution Group window opens. Make the desired changes and click Update.

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