Sending an Appraisal to Multiple Wholesalers and Wholesaler Groups

Sending an Appraisal to Multiple Wholesalers and Wholesaler Groups

Overview

Included as part of the 24.5.1 Release, a user that would like to send a wholesale quote request to multiple Wholesaler Groups and Wholesalers at once is now able to create a new group on the fly and send the newly created group in one go

Provisioning

To have access to the Wholesaler and Wholesaler Group settings screens, a user will be required to have access to the wholesale quotes role.


Workflow

A user will navigate to the wholesaler option they would like to use (SMS or Email)

A new option if present to create a new wholesaler group


By clicking through on the New Wholesaler Group button the user will be prompted with



  1. Enter a name for the new group
  2. Select multiple existing Wholesaler Groups and Individual Wholesalers

The Appraisal is then able to be sent to the newly created group, which will also be available to send to for future appraisal communications.

A Wholesaler will only be added once to a group if they are included in several selected groups.