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Romina Chu (Unlicensed)

Rebecca Kornblum

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Description

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

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Main

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Grid

Main The main grid contains a list of existing distribution group that user has created

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  • Click on ADD button to create a new distribution group

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

1.1 Filter type of each column

all Distribution Groups that exist within an organization.

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Columns

Column Name

Column Filter Type

Description

Name

Multi+search

This column displays the name of the Distribution Group as saved within the Distribution Group.

Distribution

Multi+search

This column displays the description as saved within the Distribution Group.

Require
State License

Multi+search

  • If the Require State License toggle switch is turned On for the Distribution Group, a green check mark is displayed.

  • If the Require State License toggle switch is turned Off for the 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, a green check mark is displayed.

  • If the Require Login toggle switch is turned Off for the Distribution Group, a grey check mark is displayed.

Require
Loan Type

Multi+search

  • The loan types selected within the 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 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 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, the supervisor’s name is displayed in this column.

Agents

Multi+search

  • Agents selected within the 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

2. Create a new distribution group

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

  4. Click Update.

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Distribution Group Fields

Field Name

Description

Name

  • Name of the group

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  • Must be at least 5 to 28 characters

Description

Information about

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the Distribution Group

Distribution Filters

Specify restrictions using the

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Distribution Filters. If no filters are defined, all users

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are included in the group.

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  • Require State License

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  • : If the toggle is turned

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  • to Yes, leads will be distributed based on state licenses.

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  • Require Login

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  • : If the toggle is turned

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  • to Yes, leads will only

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  • be distributed to agents who are logged

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  • in to Insellerate

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Dropdowns

  • Selects 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

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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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