Operations
By Jarrett1 author8 articles
- Lender HubLook up a lender, see your volume with them, and find the contacts your team uses.
- Action plansAction plans are not available yet. Use Automations for follow-up sequences and Task Hub for manual steps.
- Task Hub (global)See every open task, condition, and checklist item across your files and complete or reassign them.
- Automations and workflows overviewBuild a workflow that runs when something happens in Broki, then creates tasks, sends email, or moves files.
- Prebuilt automationsReady-made automations are not available yet. Build birthday and renewal touchpoints yourself in Automations.
- Email and document templatesSave email and document templates once, then reuse them on files, contacts, and partners.
- Calculators and embed widgetsEstimate a mortgage scenario, save it for your team, or embed the calculator on your website.
- Commission moduleTrack commission on each file, see what you are owed, and mark entries as paid.