Secure One Capital Wholesale

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Wholesale Documentation and FAQs

New Wholesale Account Executive Setup

 

Please make a selection:

email mobile email computer phone
autodialer headset support 


 

Email Account Setup – PC

 

Go to “secureonecapital.com” or “login.microsoftonline.com”

Enter your provided email address and password then click ‘Sign in’

email login

Click ‘Mail’ to access your @SOCCWholesale.com emails.

email

DO NOT ADD A SIGNATURE TO YOUR EMAILS

Signatures are added automatically by the server on all outbound emails.

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Email Account Setup – Mobile Device

android

For an Android Phone or Android Tablet, follow the instructions here:

https://support.office.com/en-us/article/Set-up-email-on-an-Android-phone-or-tablet-886db551-8dfa-4fd5-b835-f8e532091872

apple

For an Apple iPhone or Apple iPad, follow the instructions here:

https://support.office.com/en-us/article/Set-up-email-on-iPhone-iPad-or-iPod-Touch-b2de2161-cc1d-49ef-9ef9-81acd1c8e234

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PC Phone Setup – Ytel

Before setting up Ytel, please purchase a USB headset.

logitech headset

Logitech h390 is the preferred headset that is used in our main office.

Plug your headset into your computer and allow Windows to download the correct drivers automatically. (This may take several minutes).

Install Google Chrome or Mozilla Firefox on your work PC.

If you choose to use Firefox, visit “http://support.safesoftsolutions.com/index.php?pg=kb.page&id=2031” for instructions on how to install Zoiper for Firefox.

Using Google Chrome or Mozilla Firefox, go to “secureone.ytel.com”

Click ‘Agent‘

agent

Enter your User ID and password

agent login

Click ‘Get Campaign’

Click the ‘Select a Campaign’ drop down and select ‘Remote – Wholesale’

select campaign

Click ‘Sign in’

If using Google Chrome, follow the instructions below:

chrome fix

If using Mozilla Firefox, click ‘Allow…’ on the popup bar near the top of your screen:

firefox zoiper fix new

Click ‘Allow and Remember’.

Check all the boxes then click ‘Allow access’

firefox zoiper fix 2

If you hear “You are now connected” or “You are the only person in this conference” and see this green bar(with a green bar) at the bottom right of the window, then you have successfully completed the Ytel setup.

 

 

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Using the Ytel Auto-dialer

Login to Ytel.

dialer login

Set you status to “Active”.

dialer active

The auto-dialer will begin dialing for you. If a potential borrower picks up the phone or it goes to their voicemail, your headset will beep to indicate that you are on a live call.

At the end of the call, you will be asked to disposition.
dialer dispo
Choose the correct disposition selection that pertains to the call you just made. At this point you can choose to go to pause when you close the disposition. If you do not choose to “Pause Dialing”, the auto-dialer will begin searching for a new borrower for you.

Troubleshooting:
If there appears to be an abnormally long wait for the dialer. Send an email to helpdesk@secureonecapital.com and we will reset the dialer for you.

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Headset Troubleshooting

Make sure it is plugged in.

Ensure that exclusive mode is not checked.

Wireless Logitech Headset?

  • Download the Logitech h600 pairing utility and follow instructions.

Can’t hear other end of line

  • Check volume

Other end of line can’t hear

  • Check mute button

I’ve tried all of the above, still doesn’t work.

  • Uninstall then reinstall the device

Device still does not function

  • Send an Email to IT- helpdesk@secureonecapital.com

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Technical Support

If you have any issues pertaining to the above subject or any general IT questions, please contact our IT Help Desk at helpdesk@secureonecapital.com.

You can also reach us by phone or text message at (714) 642-5478.

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CONTACT US

555 Anton Blvd. Suite 900
Costa Mesa, CA 92626

Phone: (800) 278-4281
Fax: (949) 870-3981
info@soccwholesale.com

Better Service, Better Rates, a Better Mortgage Experience

Secure One Capital Corporation is a full-service retail and wholesale mortgage lender. Secure One originates loans through various channels and transaction types, including wholesale, retail and correspondent lending, specializing in conforming and non-conforming loan programs for purchase and refinance such as conforming, jumbo, government and portfolio products.

555 Anton Blvd.
Suite 900
Costa Mesa, CA 92626
Phone: (949) 337-4700
Fax: (949) 870-3981
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