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Status Already exists
Categories Contacts
Created by Bruce Campbell
Created on Dec 6, 2024

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

    1 reply
  • 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