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Rebecca Kornblum

Rebecca Kornblum

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The distribution group selected within the campaign determines which agents will see the available lead. Each of the agents who match the Distribution Group filters and the distribution filters in the User Registration receives a call simultaneously. Image Removed

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  1. When the agents answer the call for the available lead, a recorded message is played asking the user to Press 1.

  2. The agent who presses 1 first successfully takes the lead and becomes the primary agent of the newly created application.

  3. After pressing 1, the agent is then connected to the borrower’s mobile phone number.
    Note: The caller ID of the call

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  1. the

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  1. borrower receives depends on the caller ID present in the User Registration of the agent.

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  1. Leads that do not have eligible or available agents to receive them are sent directly to the Default Agent if one has been assigned. If a Default Agent has not been assigned, the leads are sent to Lead Exception and on inFlow in the Unassigned Leads section. If a lead is received after hours, the lead will be placed in the Unassigned queue.

Info

Notes:

  • While posting a lead via Distribute Ring All, the result for the post contains a prospect ID but not an application ID. This is because the prospect is not converted to an application until an agent takes it rather than immediately after distribution.

  • All agents within an organization can be included in a distribution group but for Distribute Ring All, only ten agents are called at one time.

  • Two agents with the same work phone number in the same distribution group for a Distribute Ring All campaign will cause the distribution to fail.

  • The default setting applies TCPA rules. Based on the time a newly posted lead is received, Insellerate will check the area code associated to the lead and confirm if the lead is within TCPA calling hours for that state. If outside the state’s TCPA calling hours, the lead will be posted to the Unassigned queue and not distributed out to users.

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Call Recording

Within the Call Activity section of the lead, the call made during the distribution process is displayed along with the call details. The call is recorded and the recording can be accessed in the Recording popup.

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Lead Availability

When the Lead Availability button is turned On, the lead can be distributed to the logged-in user when leads are available and the logged-in user is a qualified agent.

When the Lead Availability button is turned Off, the lead will not be distributed to the user even if the user is a qualified agent.Image Removed

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Columns in Call Activity

Column Name

Filter Type

Talk Time

Number

Date

Date+time

Phone

Multi+search

By

Multi+search

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