Online

Indicates the user’s login status:

• Green check mark indicates the user is logged in

• Grey check mark indicates the user is logged out

Leads

• The admin can turn the toggle On making the user eligible to receive new leads from the distribution.

• The admin can turn the toggle Off leaving the user ineligible to receive new leads from the distribution.

• The user can change the Leads toggle on or off from the main menu bar. The Leads toggle main menu bar and the User Registration reflect one another in the system and following refreshes.

Calls

• The admin can turn the toggle On making the user eligible to receive new calls from the distribution.

• The admin can turn the toggle Off leaving the user ineligible to receive new calls from the distribution.

• The user can change the Calls toggle on or off from the main menu bar. The Calls toggle main menu bar and the User Registration reflect one another in the system and following refreshes.

Active

• Indicates the user is active or inactive

• Clicking Show Inactive Users on the upper right displays both active and inactive users

Lock

• Indicates which user is being locked

• The admin can turn the toggle On to lock specific users.

  • The user account being logged in to must not be locked by the administrator or another user.

• The admin can turn the toggle Off to unlock specific users.

• The user account being logged in to is automatically locked after a specified number of wrong tries (configurable for each organization).

Add Button

Opens the User Registration/New User page to create a new user

Export Icon

Allows admins to export a complete list of all Insellerate users from the User Administration into an Excel file that is sent to My Reports for download. Filters applied before export will not apply. It includes all fields and inactive users.

First Name

First name of the user being created

Last Name

Last name of the user being created

Password/
Confirm Password

• Password for user login 

• Defaulted to Password#1 which can easily be changed

• See the Reset Password article for more information

Email

Email of the user being created (will be the user’s login username)

Role

Dropdown menu to select the role of the user being created

Time Zone

The time zone the user currently resides in

Branch

• Specifies what branch the user belongs to

• A user can only be assigned to one branch at a time

• Click Add New Branch to create a new branch

Branch Permission

• Specifies what branch the user is able to view

• Can assign users to view all, multiple branches, or to a specific branch and the associated data

• All permissions grants access to view all branches

Middle Name

Middle name of the user

Mobile

Mobile number of the user

Work

Work number of the user

Ext and Ext Pass

Extension number and extension password for work number

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.)

Fax

Fax number of the user

NMLS#

NMLS number of the user

Report To

Who the user will report to

Job Title

Job title of the user

Phone User ID

User identification within external phone system (used for integration purpose)

SMS/Webphone

The user’s SMS or webphone number

Email Image Library Views

Allows users to choose between using company or personalized folders for images.

Peer View Permission

Gives users the ability to allow a peer within the same branch permissions to view and edit applications

SMS Number

• SMS number tied with a specific user

• SMS numbers must be purchased by Insellerate

Address 1/2

The user’s street address

City/State/Postal Code

The user’s city, state, and postal code

Personal Link

Provides a field to enter the user’s personal link to be used as a tag.

Apply Now Link

Link that pushes input from the user profile to the landing page, allowing users to apply for a loan directly.

Other Link

Link that pushes input from the user profile to the landing page,

Profile Picture

Displays the user’s profile picture

Upload Profile Picture

Allows the user’s profile to be uploaded via drag and drop

Profile Picture Link

Link that leads to the profile picture location (where the user’s picture is stored) within the User Profile

Lead Cap

• A specified number will be the maximum number of leads this user will be able to have at a given time.

• If the Lead Cap is left blank, there is no limit to the number of leads assigned/taken via distribution.

• If the Lead Cap is specified as 0, the user will not receive any leads via distribution.

Open Lead Cap

Specified number will be the maximum number of open leads this user can take per day.

Unassigned Lead Cap

Specified number will be the maximum number of unassigned leads this user can take per day.

Minimum Loan

User will not receive leads with loan amounts less than specified amount.

Maximum Loan

User will not receive leads with loan amounts greater than specified amount.

Loan Types

• The dropdown lists the loan types the user is able to take.

• The loan type mentioned in the campaign data upload or lead post must match one of the specified Loan Type values within the distribution filters to be successfully distributed.

Loan Purpose Types

• The dropdown lists the loan purpose types the user is able to take.

• The loan purpose type mentioned in the campaign data upload or lead post must match one of the specified Loan Purpose Type values within the distribution filters to be successfully distributed.

State Licenses

• The dropdown lists which state the user is able to take leads from if the distribution group has Required State License.

• The property state or mailing state of the lead mentioned in the campaign data upload or lead post must match one of the state licenses within the distribution filters to be successfully distributed.