Setting up branches to use with AgentConnect will allow you to group users and set up the branch information, including colors, logos, and disclosures to use in AgentConnect. As admins, you will need to set up these branches.
Branch Configuration Panel
Click on the Admin Tab
Select Org Settings
Expand the Configuration section
Then select Branches
Options in the Branch Configuration Panel
Use the Add button to create a new branch
Use Edit to open an existing branch to update the information in the branch.
Use the Copy Icon to create a new branch with the same information as an existing branch. Use it as a template.
The trash icon can be used to delete an existing branch setup
Columns in the Branch Configuration Panel
Branch Name: Unique name for a Branch
Organization Name: This is the highest level of an organization. Several branches can belong to an Organization.
Contact: Contact name of a contact associated with the branch.
Email: Email should be the default email for the branch.
Phone: Phone number for a contact associated with a branch.
NMLS: NMLS number associated with a branch.
Website: A website associated with a branch.
State: The state associated with a branch.
Logo: Logo updated for the branch.
Signature Tag: Used with clients using our Engagement Product to send emails. Reach out to customer support to set these up.
Terms & Conditions: Should have the link to the terms and conditions that should be displayed in AgentConnect
How to set up a Branch
Click Add to enter a new branch
About Us Section
This section is not currently being pushed to AgentConnect. For future use, you can use this section as an organizational description or mission statement.
Branch Name:
Enter a unique name for a branch
Branch Organization Name:
Enter the highest level of an organization. Several branches can belong to an Organization.
Phone:
The phone number for a contact associated with a branch.
Email:
Enter the email for the associated branch
Branch NMLS
Enter the NMLS number for the associated branch
Website:
Enter the website associated with the branch
Branch Contact
Contact name of a contact associated with the branch.
Fax
Enter an applicable fax number associated with the branch
Time Zone
Select the appropriate time zone for the branch
Address:
Enter the address in the applicable fields
Branding Information
Logo:
Upload the brand logo
Signature Section:
Unless you are familiar with HTML signature blocks, set up a time with your customer success manager to set these up. These are used for Intouch Engagement, not AgentConnect.
AgentConnect Section:
Do NOT use any of these fields:
Disable Itemized Fees-
Disable Recipient Emails
Disable Subscription Emails
AgentConnect Org ID
AgentConnect Brand ID
Non Bank
Primary Color
Obtain your marketing department's primary and secondary color codes. They should be entered as a #6-digit be entered as HEX code.
Secondary Color
Obtain your marketing department's primary and secondary color codes. They should be entered as a #6-digit be entered as HEX code.
Social and External Links:
These are optional fields. You can enter the information on the branch.
Disclaimers:
These fields are optional and can be used to input disclaimers
Custom Fields
Your organization can use these fields to store custom information for the branch. If you want to use these fields, contact Customer Support to help rename the fields to names that will make sense for your organization.
