Automated notification to admin staff when agent is onboarded
It would be nice to have a summary e mail that went out daily like the Agent Alerts email we receive that notifies the rest of our admin staff when someone has completed their onboarding. An idea would be to have an automation that is triggered by...
Follow agents for data updates/agent alerts when not in import queries
I need this feature to be able to maximize the use of the platform, as I use a hybridized recruiting strategy where I get leads from multiple sources, and not all of my relationships will originate with an import query.
Log agent end date in retention to track attrition
When an agent leaves and you are moving tthe agent in retention to either archive, recruiting or affiliate then it allows you to send an end date on the agent tenure with the brokerage to enable attrition tracking and reporting
Brokerkit Product Management
about 2 months ago
in Retention module
0