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Tech changes for Feb 2024 Google/Yahoo email compliance requirements

Tech changes to support these new email deliverability requirements from Google and Yahoo: Google - New Gmail protections for a safer, less spammy inbox | Email sender guidelines Yahoo - More Secure, Less Spam: Enforcing Email Standards for a Bett...
Brokerkit Product Management about 1 year ago in Emails / Inbox 1 Shipped

Add a search filter when Merging Duplicates

It would work as a filter and only bring up duplicates with that particular name
Tyler Brenner about 1 year ago in Data file imports / Relitix Integration 1 Shipped

Separate selector to restrict staff role users on unassigned contacts

Useful because we need to protect the privacy of our staff while giving them the power to find their own recruits without an admin having to assign those unclaimed prospects
Guest over 1 year ago in Users & Roles 3 Shipped

Sync changing the status of the lead in notes

It would help streamline the process and prevent losing track of each agent
Guest over 1 year ago in  1 Shipped

Log activity when Referrer set/changes

Would give right person the credit and not cause conflict in office
Brynn Shorkey over 1 year ago in Referral System 1 Shipped

Feature flag for retention

Feature flag to turn off retention Tooltip on file imports
Brokerkit Product Management over 1 year ago in Retention module 0 Shipped

Remove blast from Staff so that only Admins can blast

Can we please remove the Blast email and text button from all users except Admins? We are putting our managing brokers on as staff and if they send a blast out it will go to all of our offices instead of just their office they manage. We definitel...
Jared Blank over 1 year ago in Emails 0 Shipped

Agent alerts on listing related events (new, pending, contract, closing,...) via Relitix integration

Capture listing-related alerts (new listing, new pending, new contract, new closing) for listings for agents in Brokerkit using the Relitix integration. View the alerts for an agent in recruiting or retention in their contact profile. View new ale...
Brokerkit Product Management about 2006 years ago in Campaigns Triggers / Relitix Integration 4 Shipped

Campaign setting to pause on text replies to campaign messages

Have a way for campaigns to stop on text replies
Brokerkit Product Management over 2004 years ago in Campaigns Triggers / Dialer / Emails / Texts 1 Shipped

Document Management

The ability to upload, view, delete, and update documents Ability to link documents to contacts and tasks and view them there Available in recruiting and retention
Brokerkit Product Management about 2005 years ago in Documents / Retention module 3 Shipped