IXACT Contact Launches Broker Portal, Recruiter Enhancements

IXACT Contact announced the addition of significant new features to their Brokerage Program.

The first is the Broker Portal, which represents the next step in the evolution of IXACT Contact from a best-in-class CRM for individual agents and teams to a broker-level solution. The Broker Portal makes it easy to administer an organization-wide CRM and further leverage IXACT Contact in order to attract and retain the best agents and teams.

The Broker Portal lets brokerages create and publish consistent branding and marketing collateral for their agents by taking advantage of the following features:

• A fully customized version of the Monthly e-Newsletter
• Custom graphical email and letter templates
• Custom Marketing Activity Plans (including drip email)
• Custom Listing and Closing Activity Plans
• Pre-loaded company logo and agent customizable standardized branding

The Broker Portal also includes the following agent roster management features:

• A searchable list of all agents with CRM accounts
• Visibility to key data points on each agent including account status, created date, last login and number of contacts
• The ability to deactivate and reactivate accounts

This first release of the Broker Portal is just the beginning, as IXACT will continue to add new features based on feedback they get from their broker partners.

IXACT Recruiter Enhancements

Their recruiting CRM, IXACT Recruiter, is another key part of IXACT Contact's Brokerage Program. Along with the release of the Broker Portal, IXACT Contact announced some important new features that will help you do more with IXACT Recruiter.

The new Goal Setting feature takes you through a series of simple questions in order to set your annual prospecting and hiring goals. And the customizable Dashboard now includes a new Prospecting Activities widget that summarizes your prospecting activities and allows you to see how you are performing against your goals.

The contacts Advanced Search function now includes a number of new ways to search your contact database, including 'keyword' searches on your contacts' history and notes, as well as the ability to easily search for those contacts that are missing key data points like email address and phone number.

If your organization is a member of IXACT Contact's Brokerage Program and you're interested in the Broker Portal or IXACT Recruiter, or you want to learn more about the program, please reach out to [email protected].