Product Ideas Portal
ADD A NEW IDEA

All ideas

Showing 45

Select Time Zone on Appointments

Story Narrative:As a Brokerkit Admin or Staff member of a multi-state enterprise account, I want to be able to select the time zone for appointments scheduled using my Microsoft or Google calendar through Brokerkit. This will ensure that the corre...
Brokerkit Product Management over 2001 years ago in Appointments 1 Shipped

Notifications for Opt-outs/Unsubscribes

As an Admin/Staff user, I’d like to be notified that a contact has unsubscribed from emails or opted out of text messages. Tracking down agents who have unsubscribed/opted out using the engagement filters creates additional work, if it is even rem...
Brokerkit Product Management about 2002 years ago in Emails / Notifications 1 Shipped

Download tasks in CSV

Change Tasks CSV download to a table of tasks with contact info vs. lead export with tasks
Brokerkit Product Management over 2003 years ago in Tasks 1 Shipped

Unique column in CSV export for "Home Street Address"

As an admin user, it would be beneficial for Brokerkit CSV exports to have a column for “Home Street Address”, as we are using that information to parse and mail contacts. Currently, the street address is only included under “Home Address” which i...
Brokerkit Product Management almost 2002 years ago in Data file imports 0 Shipped

Prevent duplicate records created in UI

Prevent admin/staff users from adding contacts in recruiting or retention with the same email address or agent ID/MLS Also check for duplicates across accounts in an organization
Brokerkit Product Management over 2004 years ago in  0 Shipped

Activity in timeline when contact is archived

Story Narrative As a Brokerkit Admin or Staff member, I want to be able to track when a recruiting or retention contact is moved to the "Archived" status, including the date of the action and the name of the person who performed it so that I have ...
Brokerkit Product Management over 2001 years ago in  0 Shipped

Allow agent/affiliate referrer to be able add notes and notify lead owner of updates

As a Team Leader, I want to get feedback via Brokerkit on the leads referred by my agents so that this communication remains in Brokerkit
Brokerkit Product Management about 2005 years ago in Notifications / Referral System 1 Shipped

contact profile resume tab

Enable recruiting funnels for job applicants
Brokerkit Product Management about 2001 years ago in API / Documents / Recruiting module 1 Shipped

AI Assist - Generative AI text creation

No description provided
Brokerkit Product Management over 2001 years ago in AI Assist 0 Shipped

Text videos from video library

No description provided
Brokerkit Product Management about 2002 years ago in Texts / Videos 0 Shipped