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Add to Activity Report # Offers Sent

We use this measurement to see how engaged they are with their recruiting leads. It's a clear indicator of the seriousness of their engagement with a prospect and gives better clarity to the pipeline numbers.
John MacGilvary 7 months ago in Dashboards & Reports 1

At A Glance Camp Calendar/Manager

When setting up various email camps., it's very helpful to have the ability to see everything on a calendar. Everything that is set to go out and on what days/times. It's also helpful to have all of your "stuff" set on the calendar as a link to ed...
Guest almost 2 years ago in Appointments / Campaigns 2

Bulk actions to add labels

I highlight all the leads and add a tag aka label to all the leads and it’s done in a few clicks instead of having to go lead by lead.
Guest 3 months ago in Labels 1 Already exists

Save CC and BCC in email templates

Templates are regularly copied to others
Terry Young 10 months ago in Notes 1

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...
Brie Bender 3 months ago in Notifications / Onboarding 1

Humaniz.io integration

Integration with Humaniz to push over recruiting leads to Brokerkit
Brokerkit Product Management 3 months ago in Integrations 0

Ability to switch between emails to send from within one user (not just main)

It would be great to be able to select from alternate email addresses for a team member, depending on the objective of the email. For instance, I want all recruiting emails to come from my Main email address, which is associated with my recruiting...
Tracy Hare almost 2 years ago in Emails 0

Filter on team leaders or brokers in Relitix data

Members of teams are great to recruit, but not the team leaders and same for brokers
Brokerkit Product Management 7 months ago in Relitix Integration 0

Notifications change of contact owner in account

We want our entire recruiting team to take part in the customer service of the contact. If their assigned recruiter isn't available, but their contact has questions or needs help, another recruiter can step up and assist. But they can't be able to...
Tyler Brenner about 1 year ago in Notifications 1

Priority Note Option (pin note to top of timeline)

when inputting a note; it would be advantageous to have a checkbox that allows the note to be pinned to the top of the feed at Recent Activity>All
Guest over 1 year ago in Notes 2