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Configure/update columns in contact search results

As an admin user, I'd like to have the ability to edit the columns that appear in my contact search results under the Leads and Team views Attributes that can be added to the search Last Contacted Number of contacts (email, text, call) Engagement ...
Brokerkit Product Management over 2003 years ago in Contacts / Filters and Search / Recruiting module / Retention module 5

Native Zapier integration app to create/update contacts in Brokerkit

Native app on the Zapier platform with these functions: Action to create/update a contact in Brokerkit in recruiting or retention Trigger campaigns upon creation/update of a contact in Brokerkit in recruiting or retention via source based campaign...
Brokerkit Product Management over 2006 years ago in Integrations 0

Manage jobs and post to job boards

This contains this scope: create and manage open jobs apply form for jobs which will log candidates in Brokerkit and capture their resume and documents Ability to syndicate jobs to job boards (e.g. Indeed) via integrations
Brokerkit Product Management over 2002 years ago in Integrations 0 Planned

Screen recording for video recorder

Videos are known to increase engagement, so anyone looking to recruit and retain agents will benefit from these added video integration features. Plus, we know a good portion of our population are virtual learners. The ability to share our screen,...
Brokerkit Product Management over 2002 years ago in Videos 0

User Level Landing Page Customization

The current team landing page settings can be edited for each user landing page
Brokerkit Product Management about 2006 years ago in Landing Pages 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 over 2004 years ago in Documents / Integrations 0

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 over 2006 years ago in Videos 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 almost 2006 years ago in API / Integrations 0

Recorded voicemail drop within a call for dialer

This will enable folks to make more calls daily
Brokerkit Product Management about 2006 years ago in Dialer 2

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 over 2006 years ago in Emails 1