Client Activity Notification Settings
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How do I change my notification settings
Getting There: Account menu (top right) → Notification Settings OVERVIEW BrokerBay's fully automated, customizable notification system means that you'll only ever receive the updates you want. You can make adjustments to the types of brokerage ...
Client Portal
When you add a Client’s information to your contact list, connectBLC automatically generates a personalized Client web page for your Client, branded with your information. Here, connectBLC logs all of the communication between you and your Client ...
Prospecting Default Settings
When prospecting searches are created with specific details for clients, you can specify key settings from this page which will be used each time you create a prospect search. The settings here can be overridden when you create or change individual ...
Client Activity Notifications
If your client completes an action in the Client Activity feed, you will receive an email to notify you. It is from this email that you can click the link to view the details.
Client Activity Widget
Any activity by your Clients will be recorded and displayed in the Client Activity Widget. Like a social media feed, the widget can populate with more entries the farther you scroll. Every entry is timestamped, and you or your Client can comment on ...