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Download tasks in CSV

Change Tasks CSV download to a table of tasks with contact info vs. lead export with tasks
Brokerkit Product Management about 2004 years ago in Tasks 1 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 about 2005 years ago in  0 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 over 2002 years ago in Data file imports 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 almost 2002 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 over 2005 years ago in Notifications / Referral System 1 Shipped

contact profile resume tab

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

AI Assist - Generative AI text creation

No description provided
Brokerkit Product Management almost 2002 years ago in AI Assist 0 Shipped

Text videos from video library

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

Filter to roll up pipeline report at organization level

Story Narrative As a manager, I want to be able to see the pipeline report filtered at the organizational level, so I can see the activity of the regional managers in one place without logging into all 30 accounts
Brokerkit Product Management almost 2004 years ago in Dashboards & Reports / Organizations 1 Shipped

add optout language to outbound texts by default

As a BK admin/staff user, I want leads and agents to be able to unsubscribe to future texts so that I don't have to remove them from lists and campaigns if they ask not to receive more texts. Note that Brokerkit already has stop words (e.g., stop,...
Brokerkit Product Management over 2005 years ago in Texts 1 Shipped