Content Comparison

Alias

Distribution Type

This determines how a lead will be dispersed to agents.

Distribution Group

Administrators can define groups of agents who can receive leads via a campaign.

Max Call Agents

This defines the maximum number of agents to be called before the call is transferred to the call forwarding number.

Timeout (sec)

This defines the amount of time Insellerate will ring the eligible agent before moving to the next agent/group in the queue.

Hourly Lead Cap

The number of lead calls an agent can win within the current one hour (60 minutes) of winning the first call.

Daily Lead Cap

The number of lead calls an agent can win within the current one day (24 hours) of winning the first call.

Minimum Lead Cap
Call Duration

Call Forwarding
Confirm Key Toggle

Auto Create
Application Toggle

Direct Mail Toggle

Display Lead
Caller ID ToggleWhen the call duration meets or exceeds the minimum seconds specified, it will add +1 to the agent’s lead count for the lead cap check. If the call duration lasts shorter than the minimum specified, it will not add to the lead count for the lead cap check.

Call Forwarding
Confirm Key Toggle

If the toggle is switched to Yes, the call taker at the call forwarding service will hear a message informing them what key to press to accept the inbound call. 

If the toggle is switched to No, the call is still sent to the call forwarding service but there is no message informing the call taker which key to press.

Auto Create
Application Toggle

If the toggle is switched to Yes, when an agent answers an inbound call and presses “1” to win the lead, an application is automatically created.

If the toggle is switched to No, when an agent answers an inbound call, an application is not created.

Direct Mail Toggle

When the toggle is switched to Yes, the Prospect Search Results window opens when an agent wins an inbound call.

Display Lead
Caller ID Toggle

When the toggle is switched to Yes, the phone number calling in (typically the borrower) is displayed as the caller ID to all agents Insellerate rings.

When the toggle is switched to No, an Insellerate number is displayed as the caller ID to all agents Insellerate rings.

Call Routing Recording

The recording should welcome the inbound call and provide hold music while the eligible agents are called.

Disclosure Recording

The recording should inform the borrower the call is being recorded.

Confirm Key Recording

Informs the agent what key to press to take the call and can be customized to provide the agent with information about the call.

Initial Status

A status is the disposition of a lead and where the lead currently stands within the loan process.

Initial Activity

Activities are actions to be completed or can be completed within the loan process.

Inbound Routing Number

This number can be purchased via Insellerate and can only be associated to this inLead campaign.

Call Forwarding Number

If no agent is available, the call will be forwarded to the number provided.

Call Routing Flow

This defines how users want the call to be routed if the incoming call number (borrower) matches an existing application.

• Call Primary Agent Only

  • Calls will be routed to the primary agent of the existing application.

• Call Primary Agent -> Send to Distribution

  • Calls will be routed to the primary agent of the existing application first. If the primary agent does not pick it up, it will then be routed through distribution.

• Send to Distribution Only

  • Calls will be routed through distribution.

Timeout for Primary Agent (secs)

The wait duration for the primary agent to pick up the phone is configurable.

• Minimum wait time: 8 seconds

• Maximum wait time: 60 seconds

This field is not available when the user selects Send to Distribution Only in the Call Routing Flow field.

Post Primary Agent Call Recording

• During the transition from primary agent to distribution, a default Ytel message plays: “Please wait while we transfer you to the next available agent.”

• Users may upload a custom recording to replace the default message.

• This field is only available when users choose Call Primary Agent -> Send to Distribution in the Call Routing Flow field.

Post URL

When a post is made to the Action Post URL, it will attempt to update an existing application from the same campaign (matched by borrower phone number) or remain a prospect until a call comes in from the same borrower phone number listed and an application is assigned to the user who answered the call.

Show Incoming
Call Detail Toggle

Custom Status Distribution Logic

allow users to define how inbound calls should be distributed based on the current record status