Brokerage Engine Support

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As we approach the end of 2023, we wanted to take a moment to express our gratitude to you and your team. We appreciate your partnership with Brokerage Engine and look forward to continuing to support your success in the coming year. We wish you all a joyful holiday season!

NEW SYSTEM UPDATES

Email Project Status Recap

We have introduced a new feature in Brokerage Engine that allows you to send project status update emails directly within the system. The email will include a task list and details about the status of each task. This feature can help you easily keep agents and other team members informed about the project's progress.

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NEW TASK TRIGGER OPTIONS

Enhance your task management with our latest addition of three new task trigger options for closed transactions. These new options will help streamline your workflow and increase productivity.


    • transaction.status-closed.side-listing 
    • transaction.status-closed.side-buying
    • transaction.status-closed.side-both

INCREASED PROJECT FLEXIBILITY

Do you need to create a new project for a staff member or have a special marketing project that requires task tracking? We have updated our projects template to provide you with more flexibility to create new projects without linking them to an agent, listing, or transaction. This enhancement allows for broader use of projects. 
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If you're interested in any of the new reports mentioned above, please contact your Customer Success Manager. If you're not sure who your CSM is, please reach out to our support team at help@brokerageengine.com.

 

- The Brokerage Engine Team

 

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