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Referral System

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Lead routing auto-assignment to users for contacts

As a broker, I want to configure who my leads are routed to so that we can have standardized lead follow up
Brokerkit Product Management almost 2005 years ago in Data file imports / Landing Pages / Referral System / Relitix Integration 0

Top level menu item for agent referral system

As a BK user, I would like to see the “invite agents” option on the right side of the BK dashboard instead of in the dropdown menu or the banner, see below and include a feature flag to turn the feature on and off.
Brokerkit Product Management over 2002 years ago in Referral System 0

No automated invites/notifications to agents in retention

As an admin user, I would like to have total control over inviting my agents to refer through their landing page, and *remove all* auto-invite notification features. When importing agents or adding them manually, I would like no invite to go out, ...
Brokerkit Product Management almost 2003 years ago in Notifications / Referral System 0