In our last video, we walked you through setting up the Courted integration and importing your first contacts. Now let's show you how to actually find those contacts in brokerkit. You can locate Courted imports by source, through the search bar, with labels, or by using Courted fields directly in Advanced Filters.
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1. Find by Source
The first way to find your Courted contacts is by source. Every contact imported from Courted is automatically tagged with the source 'Courted'.
2. Open Quick Filters
Click Quick Filters to open the menu
3. Source Dropdown
Locate and click "Source"
4. Enter Courted Source
Type 'Courted' in the search bar, select it and your results will filter to show all contacts where Courted is the source. This is the fastest way to see everyone you've brought in from Courted.
5. Contact Profiles
When you import contacts from Courted, their Courted data is available on the contact profile. Contacts with Courted data will show a dedicated Courted panel with key details grouped into sections such as profile information, predictions, classifications, production and activity, geography, and metadata.
Courted data is also still included in Referrer Notes, which means you can continue searching by Courted values from the search bar. Let’s go over what that looks like.
6. Select a Contact Profile
Keeping the source as courted, select a contact profile from the search results
7. Source in the Contact Profile
In the Recruiting right sidebar, you can see where the Source is set in the contact profile
Courted Panel Note
The Courted panel includes a Last Updated field when that timestamp is available. For some existing Courted contacts, Last Updated may temporarily show - in the panel. If that happens, you can still check the timestamp in the Courted data block in Referrer Notes. The value will begin showing in the panel after Courted sends a fresh update for that contact.
8. Open Referrer Notes
Click the plus sign to expand the Referrer Notes, if it’s not already open
9. Courted Data Details
You can see all the Courted data right here between the Courted Data markers — things like likelihood to move, estimated GCI, most transacted city, and agent type tags.
10. Search with Courted Data
Here's the powerful part — all of this data is searchable using the free form search bar. So if you want to find every agent with a high likelihood to move, Copy the text
11. Back to Search Bar
Open a new tab, or close the contact profile to see the search bar again
12. Enter Move Likelihood
Type or paste 'Likelihood to Move=high' in the search bar.
13. Likelihood to Move=high Results
The contacts matching the search will populate for you here
14. Viewing the results
You can verify your search results by clicking on a contact and seeing their Likelihood to move and decide how you want to reach out to them
15. Enter City Filter
Or if you're targeting a specific market, you can search by city. Type 'Most Transacted City=Austin' to find all agents active in Austin. You can search for any attribute you see in those Referrer Notes.
Use Courted Fields in Advanced Filters
For structured, reusable targeting, open Advanced Filters and select the Courted category. Available fields include Agent Classification, Agent Tenure, Average Time at Office, Brand Name, Future Growth, Last Updated, Likelihood to Move, LTM Estimated GCI, Office Rank, Pending Listings, and most-transacted location.
For example, to find agents with a high likelihood to move who produced 2–10 units:
- Add Courted → Likelihood to Move → is any of → High.
- Add Production & Performance → Total # Production LTM → greater than or equal to → 2.
- Add another Total # Production LTM → less than or equal to → 10.
- Join the rows with AND, apply the filters, and click Save Search to reuse the audience.
This is more precise than free-form search when you need multiple conditions or numeric ranges. See Quick Filters, Advanced Filters, and Saved Searches for the full workflow.
16. Label Search
The third way to find your Courted contacts is through labels. During import, you had the option to tag all incoming contacts with a label.
17. Added Labels during Import
If you used that option — for example, tagging contacts as 'Courted Import' or 'High Potential'
18. Type in your Label name set at Import
You can use that label here to filter your contacts. This is especially useful if you've run multiple imports and want to see contacts from a specific saved search or watchlist.
19. Labels in the Contact Profile
You can verify the label in the contact profile here in the Labels section
So to recap — four ways to find your Courted contacts in Brokerkit: First, search 'Courted' to find all imports by source. Second, search any Courted attribute from the Referrer Notes — like likelihood to move, city, or GCI. Third, use Courted fields in Advanced Filters for structured, reusable audiences. And fourth, filter by any labels you applied during the import. If you have questions, reach out to our support team. Thanks for watching!