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Add additional variables in tasks

As an Admin/Staff User, I would like to be able to add _more_ *Variables* into *tasks* such as: ownerName ownerCompany ownerPhone
Brokerkit Product Management almost 2003 years ago in Tasks 0

Recurring tasks

No description provided
Brokerkit Product Management over 2003 years ago in Tasks 0

Native Zapier app to create/update appointments in Brokerkit from apps like Calendly, Acuity,...

A native app in Zapier to create calendar appointments in Brokerkit when a contact books an appointment via Zapier from scheduling applications like Calendly, Acuity,...
Brokerkit Product Management about 2004 years ago in Appointments / Integrations 0

Lead routing configurations

Story Narrative,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 over 2004 years ago in Recruiting module 0

update API to enable pushing contacts/updates to other systems

As a staff/admin user, I would like to push leads or agents from Brokerkit to other systems via Zapier, so that I can have an automated integration between my two key systems
Brokerkit Product Management about 2005 years ago in API / Integrations 0

Merge Duplicates via bulk action

As a BK admin user, I would like to merge contacts as part of a bulk action instead of doing this manually from the Merge Duplicates page.
Brokerkit Product Management over 2001 years ago in Data file imports 0

Custom domain for landing pages

As a Brokerkit Admin/Staff user, I’d like to have the ability to set a custom domain in the URL of my landing pages vs getbrokerkit.com so that the URL has my company branding in it
Brokerkit Product Management over 2001 years ago in Landing Pages 0

Google calendar integration appointment synchronization

No description provided
Brokerkit Product Management over 2001 years ago in Appointments 2

Ability to customize landing page form fields

As an Admin user, I’d like to customize the available landing page forms
Brokerkit Product Management about 2002 years ago in Landing Pages 1

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 over 2002 years ago in Notifications / Referral System 0