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Create a brokerage affilliate category for keeping in touch with affilliates and service partners (escrow, home warranty, etc.)

My guess is all Brokerkit users would find this beneficial

Jobs To Be Done

Creating a 3rd category to go with Recruiting and Retention

Pain

We often need to include affilliates with our team notifications, but not on all notifications. Currently do not know how to separate the two.

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    • Bruce Campbell
      Reply
      |
      Dec 6, 2024

      Thank you.

      Will the affiliates be included in a text or email when we select 'Blast Team'?

      Bruce Campbell

      Career Services Manager|Realtor�
      HomeSmart ICARE Realty
      1891 E. Roseville Parkway, #180| Roseville, CA 95661
      Office: 916-993-8680 extension 100
      Cell: 916-905-5039
      Email: bruce@hsicare.com
      Website: www.hsicarerealty.com
      DRE#: 01981582
      [cid:0ee4b58b-1d73-4008-bece-603a16d4e41a]
      HomeSmart ICARE Realty - Where agents come to prosper both financially and professionally

    • Bruce Campbell
      Reply
      |
      Dec 6, 2024

      Thank you. I will utilize this right away.

    • Admin
      Brokerkit Product Management
      Reply
      |
      Dec 6, 2024

      Bruce,

      Thanks for the suggestion. I am setting this idea to Already Exists for now as we have the Role filter below in the Brokerkit retention advanced search which allows you to filter on your agents vs. affiliates in retention and then do bulk actions on the selected contacts. This will let you trigger emails, campaigns or texts to each separately.

      This seems to address what you were hoping to see with existing functionality. Can you please confirm that addresses your need?

      Jim