Core CRM
By Jarrett1 author7 articles
- Dashboard overviewCheck today's priorities, key numbers, tasks, and emails waiting for your approval.
- Contact review queueWhen Broki isn't sure a new contact matches someone you already have, it saves the new contact for you to review and merge.
- Pipeline board and moving dealsSee mortgage files as cards on the Pipeline board and move a file to another stage by dragging it.
- Contacts — add, edit, and dedupeAdd, edit, or merge contacts, and see when Broki updates an existing person instead of creating a new one.
- Leads pipeline and application linkTrack prospects on the Leads board and email them a Broki application link so they can apply online.
- Partner referral forms and portalShare a partner's referral form so new clients land in Broki, linked to the partner who sent them.
- Partners page and portalAdd realtors, lawyers, and other partners, follow them by stage, and share each partner's portal link.