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Distribution Groups

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Administrators can define groups of agents who can receive leads via campaigns.

Main Grid

The main grid contains of a list of all distribution groups that exist within an organization.

Functions

  • Click the Add button to create a new distribution group.

  • Click the Edit (pencil) button to edit the existing distribution group.

Columns

Column Name

Column Filter Type

Description

Name

Multi+search

This column displays the name of the distribution group as saved within the distribution group.

Distribution

Multi+search

This column displays the description as saved within the distribution group.

State License

Multi+search

  • If the Require State License toggle switch is turned On for the distribution group, a green check mark is displayed.

  • If the Require State License toggle switch is turned Off for the distribution group, a grey check mark is displayed.

Require Login

Multi+search

  • If the Require Login toggle switch is turned On for the distribution group, a green check mark is displayed.

  • If the Require Login toggle switch is turned Off for the distribution group, a grey check mark is displayed.

Loan Type

Multi+search

  • The loan types selected within the distribution group are grouped together and displayed in the form of a blue link with the count of the number of loan types selected

  • Hovering over the link will display the list of the loan types

Loan Purpose

Multi+search

  • The loan purpose types selected within the distribution group are grouped together and displayed in the form of a blue link with the count of the number of loan purposes selected.

  • Hovering over the link displays the list of the loan purposes.

Roles

Multi+search

  • The roles selected within the distribution group are grouped together and displayed in the form of a blue link with the count of the number of roles selected

  • Hovering over the link displays the list of the roles selected.

Supervisors

Multi+search

If a supervisor is selected within the distribution group, the supervisor’s name is displayed in this column.

Agents

Multi+search

  • Agents selected within the distribution group are displayed with the count in a blue link.

  • Hovering over the link displays the list of the agents selected.

Create a New Distribution Group

Fields

Field Name

Description

Name

  • Name of the group

  • Must be at least 5 to 28 characters

Description

Information about distribution group

Distribution Filters

  • Specify restrictions using the filters; if no filters are defined, all users are included in the group

  • Required State License: if turned on, leads will be distributed based on state licenses

  • Required Login: if turned on, leads will only be distributed to agents who are logged in to Insellerate

Preview

All selected agents are displayed in the preview table.

Notes

  • Dropdowns are used to select a user based on fields defined in User Registration

    • Loan Type

    • Loan Purpose

    • Roles

    • Supervisors

    • Agents

  • Manually selecting agents from the Agent dropdown overrides all other dropdown filters.

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