Content Comparison

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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	The admin can turn the toggle On making the user eligible to receive new leads from the distribution. The admin can turn the toggle Off leaving the user ineligible to receive new leads from the distribution. The user can change the Leads toggle on or off from the main menu bar. The Leads toggle main menu bar and the User Registration reflect one another in the system and following refreshes.
Calls	The admin can turn the toggle On making the user eligible to receive new calls from the distribution. The admin can turn the toggle Off leaving the user ineligible to receive new calls from the distribution. The user can change the Calls toggle on or off from the main menu bar. The Calls toggle main menu bar and the User Registration reflect one another in the system and following refreshes.
Active	Indicates the user is active or inactive Clicking Show Inactive Users on the upper right displays both active and inactive users
Lock	Indicates which user is being locked The administrator admin can turn the toggle On to lock specific users. The user account being logged in to must not be locked by the administrator or another user. The administrator admin can turn the toggle Off to unlock specific users. The user account being logged in to is automatically locked after a specified number of wrong tries (configurable for each organization).
Add Button	Opens the User Registration/New User page to create a new user
Export Icon	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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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	Allows users to choose between using company or personalized folders for images.
Peer View Permission	Gives users the ability to allow a peer within the same branch permissions to view and edit applications
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	Provides a field to enter the user’s personal link to be used as a tag.
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	Link that pushes input from the user profile to the landing page,
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

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Description

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Branch NMLS

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Brand ID

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User ID

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About Me

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Enable Flyer Notifications

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Office Phone

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Facebook Link

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Website Link
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Logo Link
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Special Disclosure Link
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User Disclaimer

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.

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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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Third-Party Information

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

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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 by contacting Insellerate’s Customer Support. Fields are available in the User Registration Export Files. They are not available for use in Custom Queues, Custom Reports, or My Pipeline.

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