Branching
- Romina Chu (Unlicensed)
- Tristy Lee (Unlicensed)
- Rebecca Kornblum
Branching enables clients to segregate data and view rights for teams or branches within an organization. This allows a corporate administrator to clearly create boundaries between users based on their business focus.
Active applications can be viewed using the Global Application Search. The search is based on the logic that an application will be associated to a branch based on the Primary Branch of the Primary Agent. For example:
If Loan Officer A is assigned to an application that has a Primary Branch of Branch 1, then any user that has Branch 1 specified in their Branch Permissions will be able to view the application within Insellerate.
If the Primary Agent of the application changes to a Loan Officer in Branch 2, then only users with Branch 2 specified in their Branch Permissions can view the application in Insellerate.
Warning once a branch is assigned to a company it can not be reassigned to another company
Branching Details and Impacts
Section | Details | What is impacted? |
User Registration | Defines a Primary Branch and Branch Permissions for each user |
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inLead Campaigns | Associate inLead campaign to specific branches
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Referral Partners | Define which branches a user can assign a referral partner to | Enables branches to keep their referral partners confidential from other branches or teams |
inTouch | Defines unique branch logo and information for email campaigns | When a new email is sent via inTouch, an administrator can define unique branch information and branding to be included in the email. |
Reports | Segregate reporting data by branch | A user will only see data in reports based on their branch permissions. |
Global Search | Segregates search results by branch | A user will only see search result data based on their branch permissions. |
Prospect Search | Segregates Prospect Search data by branch | A user will only see prospect search result data based on their branch permissions and the branches the inLead campaign is associated with. |
Unassigned Leads | Segregates Unassigned Leads data by branch | A user will not be able to search for prospects within a campaign that does not include their branch. |
Open Leads | Segregates Open Leads data by branch | A user will only see leads that belong to users within their branch or within a campaign associated with their branch. |