AgentConnect — Setting Up Branches
- Tristy Lee (Unlicensed)
- Rebecca Kornblum
Overview
Setting up branches to use with AgentConnect allows 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.
This article describes how to access the branch configuration panel and how to set up a branch.
How to Access the Branch Configuration Panel
Click the Admin tab.
Select Org Settings.
Expand the Configuration section.
Select Branches.
The Branch Configuration Panel opens.
Buttons and Icons in the Branch Configuration Panel
Button/Icon | Image | Function |
|---|---|---|
Add button | Use to create a new branch | |
Edit icon | Use to open an existing branch to update the information in the branch | |
Copy icon | Use to create a new branch with the same information as an existing branch. Use it as a template | |
Trash icon | Use to delete an existing branch setup |
Columns in the Branch Configuration Panel
Column Name | Description |
|---|---|
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 | Name of a contact associated with the branch. |
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 Insellerate’s Engagement product to send emails. Contact Customer Support to set these up. |
Terms & Conditions | Provides the link to the terms and conditions displayed in AgentConnect. |
How to Set Up a Branch
Click Add in the Branch Configuration Panel to enter a new branch.
In the General Information section, complete the following fields.
About Us: 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.
In the Address section, complete the following fields.
Address1
Address 2 (if applicable)
City
State
Postal Code
In the Branding Information section, upload the brand logo in the Branch Logo field.
The fields in the Signatures section are used for inTouch Engagement not AgentConnect. Unless you are familiar with HTML signature blocks, set up a time with your customer success manager to set these up.
Complete the following fields in the AgentConnect section.
Primary Color: Obtain your marketing department's primary color codes. They should be entered as a six-digit hex code.
Secondary Color: Obtain your marketing department's secondary color codes. They should be entered as a six-digit hex code.
Do NOT use any of these fields:
Disable Itemized Fees
Disable Recipient Emails
Disable Subscription Emails
AgentConnect Org ID
AgentConnect Brand ID
Non Bank
Completing the fields in the Social and External Links section is optional. You can enter the information on the branch.
Completing the fields in the Disclaimers section is optional.
Complete the fields in the Custom Fields section. Your organization can use these fields to store custom information for the branch. To use these fields, contact Customer Support to help rename the fields to names logical for your organization.