Skip to end of banner
Go to start of banner

Inbound Call Routing

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

Version 1 Next »

Borrowers can call an inbound marketing number present in the action template and connect with an agent depending on the action item they have received via inTouch.

The inbound call routing settings consist of the following

  • Source

    • The user can select from two sources of inbound marketing numbers – Client number and Insellerate number

  • Inbound marketing number

    • Insellerate number requires the user to buy a toll free or area code specific number. Client number is any number that they can manually input

  • No Match Call Forwarding Number

    • A call forwarding number is required to be input in case the borrower cannot be connected to any agent

  • If the primary agent of the borrower is inactive or does not have a work phone number, the borrower will be connected to the primary agent’s manager

  • If the primary agent does not report to a manager, the borrower will be connected to the org phone number

  • If an org phone number does not exist, the borrower will be connected to the call forwarding number

  • No labels