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This article details the features of branching and its impacts on a user’s experience.
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Branching enables clients to segregate data and view rights for teams or branches within an organization.  This allows a corporate administrator to clearly create boundaries between users based on their business focus. 
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  • If Loan Officer A is assigned to an application that has a Primary Branch of Branch 1, then any user that has Branch 1 specified in their Branch Permissions will be able to view the application within Insellerate.
  • If the Primary Agent of the application changes to a Loan Officer in Branch 2, then only users with Branch 2 specified in their Branch Permissions can view the application in Insellerate.
 Warning
Warning once a branch is assigned to a company it can not be reassigned to another company
Branching Details and Impacts
Section
Details
What is impacted?
User Registration
Defines a Primary Branch and Branch Permissions for each user
  • Applications a user can view in Global Search
  • Data a user can view in Reports
  • Define which branch a user can assign to Referral Partners
inLead Campaigns
Associate inLead campaign to specific branches
 
  • Impact what prospect data a user can view using Prospect Search
  • Enable data segregation of prospects
Referral Partners
Define which branches a user can assign a referral partner to
Enables branches to keep their referral partners confidential from other branches or teams
inTouch
Defines unique branch logo and information for email campaigns
When a new email is sent via inTouch, an administrator can define unique branch information and branding to be included in the email.
Reports
Segregate reporting data by branch
A user will only see data in reports based on their branch permissions.
Global Search
Segregates search results by branch
A user will only see search result data based on their branch permissions.
Prospect Search
Segregates Prospect Search data by branch
A user will only see prospect search result data based on their branch permissions and the branches the inLead campaign is associated with.
Unassigned Leads
Segregates Unassigned Leads data by branch
A user will not be able to search for prospects within a campaign that does not include their branch.
Open Leads
Segregates Open Leads data by branch
A user will only see leads that belong to users within their branch or within a campaign associated with their branch.