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Categories Filters and Search Relitix Integration
Created by Brokerkit Product Management
Created on Nov 25, 0021

RELATED IDEAS

Filter to identify contacts imported by Relitix but not being updated

As a BK user, I want filters in recruiting and retention to identify:

  • Old agent contacts that are no longer in the MLS, so I can archive or delete them

  • Agents who were initially imported but then are not getting updated as they are no longer in one of the active import queries getting updated monthly


This would allow you to filter on the last update from the Relitix property which can be seen in the Relitix panel in the contact profile



Jobs To Be Done

Find agents who were imported but are no longer being updated as they are no longer in the results in active import queries
Pain

  • There could be records that were imported in from the past that are no longer in the queries and don't get updated

  • They might not be in the current import queries because:

    • They are no longer in the MLS (and likely not in real estate anymore)

    • Something about their parameters changed, or the import queries changed. An example would be: there is query filtering on agents who sold 6-12 units in the last 12 months and they no longer meet this as it is now 4.
  • Attach files
0 MERGED

label inactive agents imported with the Relitix integration

Merged
A monthly update process
Brokerkit Product Management 7 months ago in Relitix Integration 0