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Add hosted video links (e.g. Youtube) to video library

As an Admin/Staff User of video emails, I would be able to add a link to an existing hosted video vs one uploaded or recorded in BK, so that I can leverage my existing hosted assets with the new video email functionality
Brokerkit Product Management over 2005 years ago in Videos 0

Header and Footer fields for email- Account Settings

As a Brokerkit Admin user, I’d like the ability to add in email headers/footers that would include our company/branch/franchise logo, This would allow me to utilize email variables when building campaigns/bulk emails, instead of having to add them...
Brokerkit Product Management over 2001 years ago in Emails 0

Templates for Appointments

User Narrative As a broker, I want the ability to create Appointment templates that be saved, edited, and applied later so I won't have to re-write common messages.
Brokerkit Product Management about 2003 years ago in Appointments 0

Document E-Signing

Ability to e-sign documents, store them in the document library, and link them to a contact profile This could be used for example, to have new agents e-sign an independent contractor agreement. This could be native functionality or via an integra...
Brokerkit Product Management over 2003 years ago in Documents / Integrations 0

Expand/collapse Today view widgets

As a recruiter, I want the option to shrink or collapse my New Lead and Followup panels in the Today screen, so I more easily see what I need if I have my “view leads per page” set to a high number.
Brokerkit Product Management over 2005 years ago in Dashboards & Reports / Recruiting module / Retention module 0

Folders for Smart Campaigns in account library

As an admin user, I would like to be able to sort my campaigns into folders. It would really be nice to have the option for “new agent” campaign folders, or “retention” folders. This would really help to organize our space and keep us more on task.
Brokerkit Product Management about 2002 years ago in Campaigns 2

Top level menu item for agent referral system

As a BK user, I would like to see the “invite agents” option on the right side of the BK dashboard instead of in the dropdown menu or the banner, see below and include a feature flag to turn the feature on and off.
Brokerkit Product Management over 2002 years ago in Referral System 0

Add additional variables in tasks

As an Admin/Staff User, I would like to be able to add _more_ *Variables* into *tasks* such as: ownerName ownerCompany ownerPhone
Brokerkit Product Management almost 2003 years ago in Tasks 0

Recurring tasks

No description provided
Brokerkit Product Management over 2003 years ago in Tasks 0

Native Zapier app to create/update appointments in Brokerkit from apps like Calendly, Acuity,...

A native app in Zapier to create calendar appointments in Brokerkit when a contact books an appointment via Zapier from scheduling applications like Calendly, Acuity,...
Brokerkit Product Management about 2004 years ago in Appointments / Integrations 0