Classic - User Profile
- Rebecca Kornblum
Analytics
This article provides the steps to access the User Profile and describes the fields included in the dropdown.
How to Access the User Profile
Click the User Settings icon in the main menu bar to open the dropdown.
Click User Profile to open the User Profile popup window. Only an administrator can edit grayed-out fields.
A user profile containing an ICR number creates a loop between the user profile and inbound call campaigns. ICR numbers should never be used as user profile phone numbers. This will result in an error and not be added to the user profile.
Fields in the User Profile
Field Name | Information |
|---|---|
First Name | The user’s first name |
Last Name | The user’s last name |
User’s email | |
NMLS # | User’s NMLS # |
Role | User’s role |
Job Title | User’s job title |
Mobile | User’s mobile # |
Work | Work phone number. This must be defined to perform outbound calls within Insellerate. For more information, see the Click-to-Call Overview article for details. |
SMS | This is the user’s SMS texting number if applied. This must be defined to start SMS conversations. Contact Insellerate Support to use and purchase numbers. |
Phone User ID | Deprecated field no longer is use |
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.) When a user clicks to call in Insellerate, and the Caller ID field is blank, it displays the work number in the User ID to the client. |
Global Search Default Type | This search defaults to Last Name when searching. |
Address 1 | First line of the user’s address |
Address 2 | Second line of the user’s address |
City | City in the user’s address |
State | State in the user’s address |
Postal Code | Postal code in the user’s address |
Encompass Username | Loan operating system name for the user |
Encompass Password | Loan operating system password for the user |
LendingQb | Loan operating system name for the user |
Profile Picture | The picture uploaded to the user’s profile. |
Upload Profile Picture | Drag and drop an image to use as the profile picture. |
Profile Picture Link | This link leads to the Profile Picture location (where the user’s picture is stored) within the User Profile. |
InTouch Toggles: | If the user is a sender of an inTouch task and the toggle(s) are turned to Off, the corresponding recipients of the inTouch Task will not receive the SMS or email. |
Third-Party Integration Fields |
|
Calendar Integration | Contains the Outlook 365 toggle which permits or denies the user’s Outlook Calendar to sync with Insellerate.  The Reauthenticate button will appear when the user’s integration request is approved. If the user changes their Outlook password, they must click the Reauthenticate button. |
Facebook Integration | When the user's Facebook is integrated, the Deauthenticate button is visible in the User Profile. When the user’s Facebook is not integrated, the Connect Facebook button is visible in the User Profile. |
LinkedIn Integration | When the user's LinkedIn is integrated, the Deauthenticate button is visible in the User Profile. When the user’s LinkedIn is not integrated, the Connect Facebook button is visible in the User Profile. |
AgentConnect Fields | Optional fields used by clients with the AgentConnect, flyers, and landing pages |
Facebook Link | User's Facebook link |
LinkedIn Link | User's LinkedIn link |
Website Link | User's website link |
Apply Now Link | Users input the link to the Point-of-Sale link to take an application |
Time Zone | User’s time zone |
Enable Flyer Notifications | Toggle is set to Yes by default. Emil notification is sent when someone accesses the landing page from a flyer. |
Office Phone | User’s office phone if applicable |
About Me | Users should follow the direction of their organization. |