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In this video, we'll show you how to set up clean, separated Saved Searches and Watchlists in Courted so the right contacts end up on the right side of brokerkit.
1. Recruiting vs Retention
Brokerkit has two sides — Recruiting for contacts you want to bring in, and Retention for contacts that are on your brokerage. Your Courted lists need to match.
2. Saved Search vs Watchlist
Before we continue. Lets establish that Saved Searches are dynamic, they automatically update as new contacts match your filters. A Watchlist is static, you manually add and remove contacts. Both can be imported into brokerkit, so we'll show you how to set up each one.
3. Open Agent Search Section
Let's start with recruiting — finding agents you want to bring to your brokerage. In Courted, navigate to Agent Search by clicking Search on the left sidebar, then Agent Search at the top of the sub-menu.
4. Open All Filters Panel
Click All Filters in the upper right to open the filter panel. This is where you'll make sure you're only seeing contacts you want to recruit
5. Expand Agent Type
Click on Agent Type to expand it.
6. Agent Type Filter
You'll see a list of agent categories with Include and Exclude checkboxes next to each one.
7. Exclude 'Agents at My Offices' for Recruiting Lists
Find 'Agents at My Offices' and check the Exclude box. This filters out contacts who are already at your brokerage, so they don't end up on your recruiting list.
8. Exclude 'Managing Brokers and Managers, and Likely Team Leaders' for Recruiting Lists
You may also want to exclude Managing Brokers and Managers, and Likely Team Leaders. These roles usually aren't recruiting targets, but it's up to you — every brokerage has a different strategy.
9. Choose more filters per your search
Courted has filters for location
10. Choose more filters per your search
Potential to move, approximate GCI, and more.
11. Apply Filters
Click "Apply" to activate the selected filters and update your search results.
12. Save Search Button
Now that your filters are set, you can save this as a Saved Search. Click the Save Search button
13. Naming your Saved Search
Give it a name like 'Recruiting Prospects' or 'Agents to Recruit'. This Saved Search will automatically update — anytime a new contact matches your filters, they'll appear in this list. And if you have nightly imports set up in brokerkit, those new contts will be imported automatically too.
14. Click Save
Once you've named it, click Save
15. Where to find Saved Searches
To view your Saved Searches, from the left sidebar, click Search to expand the menu. Under Saved Searches, click Agents
16. Agents under Saved Searches
This will show all your saved searches
17. Import Sources in Brokerkit
Once your lists are set up in Courted, this is where they show up in brokerkit. Under Import Source, you can choose between a Saved Search or a Watchlist — and your Courted lists will appear right here. For a full walkthrough on setting up the import, check out our video 'Courted Integration'
18. Creating Watchlists from your filtered search
To make a curated list of specific contacts, you can add them to a Watchlist. Select the contacts you want using the checkboxes
19. Watchlist Icon
Click the Manage Watchlists icon — the folder with a plus sign — in the top bar.
20. Naming your Watchlist
Give it a name like 'Recruiting Targets'. Click Create. A Watchlist gives you more control over exactly who gets imported. Use it when you want to hand-pick your recruiting targets rather than importing everyone who matches a search.
21. Where to find my Watchlists
To view your Watchlists, click Recruit from the left sidebar to expand the menu.
22. Click to expand Watchlist submenu
Under Watchlists, you'll see all the lists you've created. You can also create a new one directly from here.
23. Import Sources in Brokerkit
Just like with Saved Searches, your Watchlists will also appear in brokerkit under Import Source. For the full import setup, refer to our 'Courted Integration' video.
24. Setting up a Retention Saved Search or Watchlist
Now let's set up your retention lists — for tracking agents already at your brokerage. Go back to Agent Search
25. Open All Filters Panel
open All Filters again
26. Include 'Agents at My Offices' for Retention Lists
This time, under Agent Type, find 'Agents at My Offices' and check the Include box — the opposite of what we did for recruiting. This filters to show only contacts who are currently at your offices.
27. Apply Filters
Click "Apply" to save and apply your Retention filters
28. Retention List
Now you're looking at the people already at your brokerage. These are the contacts you would want on brokerkits retention side.
29. Save as Retention Saved Search
Save this as a Saved Search
30. Naming your Retention Saved Search
Call it something like 'My Agents' or 'Retention List'. Just like with recruiting, this will automatically stay up to date as contacts join or leave your offices.
31. Save Search
Click "Save" to store your saved search
32. Creating a Retention Watchlist
And if you want a static list as well, select the contacts and add them to a new watchlist for retention
33. Watchlist Icon
Click the Manage Watchlists icon — the folder with a plus sign — in the top bar.
34. Create Watchlist
Click "Create watchlist" to start a new watchlist with your selected filters.
35. Naming Retention Watchlist
Name it something like 'My Office Agents'. Same process as before.
36. Save Watchlist
Click "Create" to save your watchlist with the specified names and filters.
Now that you have your lists set up in Courted. Both Saved Searches and Watchlists for recruiting and retention, you're ready to set up your imports in brokerkit. Check out our 'Courted Integration' video for a step-by-step walkthrough on connecting these lists. If you have questions, reach out to our support team. Thanks for watching!