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add field to get to specific page quickly

it takes to long to navigate through each page separately

Melanie Meyer 7 months ago in Filters and Search 3

Add a “year licensed “ and or possibly a way to tag a newly licensed agent and see where they land

keep an eye out and send 60 -90 day checks ins which is a point in time many brokers either feel they made a good or bad decision.

Guest 7 months ago in Filters and Search 0

2 VOTE

Send from other than "Main" email address

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 1 year ago in Emails 0

2 VOTE

Embed video content directly into Emails

Currently, when I want to add a video clip into our emails in Brokerkit, the look is not clean or sharp. It looks small and very dated. When the user clicks to view the video, you're then redirected to a "Get Brokerkit page with the small video. I...

Guest about 1 year ago in Videos 1 Will not implement

1 VOTE

Give the ability to merge duplicates to "Staff" role

Since this wouldn't be relevant for all companies, it could be a check mark similar to other features you can choose to allow Staff to have access to

Tyler Brenner 8 months ago in Users & Roles 2

1 VOTE

Give credit and keep logs for appointment setters

Have the appointment show under the person who set the appointment if re-assigned in the Appointments Set column of the Activity Report There would need to be separate fields for the appointment setter and appointment holder with the credit for th...