Can Territory Check replies be tailored by broker network or brand?

Can Territory Check replies be tailored by broker network or brand?

Yes. Territory Check replies can be tailored by broker network, broker group, workflow, and brand.

What you can tailor

  • Response text for each brand or broker group

  • Recipients and CC settings for each brand

  • Whether to include nearby or cross-brand alternatives

  • Whether to include a map or territory details

  • Whether checks are enabled for a broker group or workflow at all

Choosing the right experience

The best setup depends on:

  • Your brand's territory rules

  • How much territory detail you are ready to share

  • How each broker network prefers to receive information

For platform brands

Multi-brand organizations can set per-brand responses, roll up reporting across brands, and suggest alternates from other brands in the family.

Info
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