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Personalized disposition

We’re unable to separate the NI. Creating separate labels for NI, DNC, and Callback leads is useful because it improves lead organization, allowing for more targeted follow-ups and cleaner reporting. It will be easier in identifying the lead statu...
Guest 3 months ago in Filters and Search 1

More configuration options for texting compliance messages (sender ID, opt out)

Add more options to the automated texting compliance messages for sender ID and opt out
Brokerkit Product Management 3 months ago in Texts 0

Email/text template page where we can create, categorize, view and edit all templates.

It would be very helpful if, in the "select a template," the different categories appeared. You can select a category, and all the email templates for that category appear (i.e., Cobroke emails, retention emails, invite emails, etc.). We can choos...
Guest 3 months ago in Emails / Texts 1

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 10 months ago in Dashboards & Reports 1

Calendar view for campaign scheduling

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 about 2 years ago in Appointments / Campaigns 2

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 7 months ago in Retention module 0

Email notifications for "no contact" in the last 30 days

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Guest 4 months ago in Notifications 1

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 about 2 years ago in Emails 0

Multiple email signatures

Allow Brokerkit to have more than one email signature under a profile to be able to choose from
Terry Young about 1 year ago in Emails 1

Save CC and BCC in email templates

Templates are regularly copied to others
Terry Young about 1 year ago in Notes 1