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

These agents are excluded from the Distribution Group. The exclusion list overrides all other filters.

Name

Multi+search

Distribution

Multi+search

State License

Multi+search

Require Login

Multi+search

Loan Type

Multi+search

Loan Purpose

Multi+search

Roles

Multi+search

Supervisors

Multi+search

Agents

Multi+search

Name

• Name of the group

• Must be at least 5 to 28 characters

Description

Information about

the Distribution Group

Distribution Filters

Specify restrictions using the

Distribution Filters. If no filters are defined, all users

are included in the group.

• Require State License

• : If the toggle is turned

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

• Require Login

• : If the toggle is turned

• to Yes, leads will only

• be distributed to agents who are logged

• in to Insellerate

• .

• 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

are displayed in the preview table.