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Email templates shared across users in an account

Story Narrative As a broker, I want to share my email templates with my staff so we have consistent formatting and pre-written messages without having to clutter the Smart Campaigns section.
Brokerkit Product Management almost 2006 years ago in Emails 0

Document E-Signing

Ability to e-sign documents, store them in the document library, and link them to a contact profile This could be used for example, to have new agents e-sign an independent contractor agreement. This could be native functionality or via an integra...
Brokerkit Product Management almost 2004 years ago in Documents / Integrations 0

Recorded voicemail drop within a call for dialer

This will enable folks to make more calls daily
Brokerkit Product Management over 2005 years ago in Dialer 2

Add hosted video links (e.g. Youtube) to video library

As an Admin/Staff User of video emails, I would be able to add a link to an existing hosted video vs one uploaded or recorded in BK, so that I can leverage my existing hosted assets with the new video email functionality
Brokerkit Product Management almost 2006 years ago in Videos 0

Templates for Appointments

User Narrative As a broker, I want the ability to create Appointment templates that be saved, edited, and applied later so I won't have to re-write common messages.
Brokerkit Product Management over 2003 years ago in Appointments 0

Add Bulk Texting in recruiting side

Ability to send a bulk text in recruiting like in retention
Brokerkit Product Management almost 2006 years ago in Texts 0

Header and Footer fields for email- Account Settings

As a Brokerkit Admin user, I’d like the ability to add in email headers/footers that would include our company/branch/franchise logo, This would allow me to utilize email variables when building campaigns/bulk emails, instead of having to add them...
Brokerkit Product Management almost 2002 years ago in Emails 0

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

Outbound contact API webhooks

As a Brokerkit user with multiple business systems, I want contact changes in Brokerkit to automatically trigger webhooks to external systems, So that I can keep my contact data synchronized across platforms without manual updates. Acceptance Crit...
Brokerkit Product Management over 2005 years ago in API / Integrations 0

Expand/collapse Today view widgets

As a recruiter, I want the option to shrink or collapse my New Lead and Followup panels in the Today screen, so I more easily see what I need if I have my “view leads per page” set to a high number.
Brokerkit Product Management almost 2006 years ago in Dashboards & Reports / Recruiting module / Retention module 0