Understanding Your BrokerKit Account
Your BrokerKit account is the workspace that holds all your leads, campaigns, tasks, templates, and users. Every action in BrokerKit happens within an account.
This article explains what an account is, how to switch between Recruiting and Retention modes, and where account-level settings live (as opposed to user-level settings).
A note on terminology: In BrokerKit, we use "account" to refer to your workspace, since "team" in real estate usually means something more specific (a producer's sub-group). Users belong to an account. Accounts can be linked together under an organization.
What Is an Account?
A BrokerKit account is an independent workspace with:
- Its own leads (recruits and current agents)
- Its own users (roles: owner, admin, staff, agent, affiliate)
- Its own campaigns, templates, appointments, tasks, and documents
- Its own settings — brand, timezone, working hours, lead-access rules
If your brokerage has multiple locations, you may belong to multiple accounts, each gathered under an organization (a container that shares billing and optionally shares leads across accounts).
Recruiting vs. Retention Modes
Every BrokerKit account has two modes, and both are always available:
| Mode | Purpose | URL prefix |
|---|---|---|
| Recruiting | Pipeline for recruiting new agents to your brokerage | /recruiter/... |
| Retention | Pipeline for retaining and engaging your current agents | /retention/... |
How to switch between modes
- In the top navigation, click Recruiting or Retention to move between modes.
- The same pages (Today, Leads, Tasks, Reports, Campaigns) exist in both modes — but each mode shows only the contacts in that pipeline.
- A contact is sorted into Recruiting or Retention based on its Status stage:
- Statuses like Lead, Contact Attempt, Contact Made, Offer Sent live in the Recruiting pipeline.
- Statuses like Onboarding, Active, Productive, Departing live in the Retention pipeline.
- Moving a contact between pipelines = changing their status to one in the other stage.
When to use each mode
- Recruiting mode: outreach, drip campaigns, and pipeline tracking for new agents you want to hire.
- Retention mode: monthly check-ins, production reviews, and stay-interview tasks for agents who already joined.
Account-Level vs. User-Level Settings
Some settings belong to the whole account (and only admins/owners can change them). Other settings belong to individual users.
Account-level settings (Account Settings, admins only)
- Account name, address, logo, and brand settings
- Default timezone for campaigns and reports
- Working hours for call/text throttling
- Lead-access rules — who can see which leads (all, mine, or mine+unassigned), configured separately for Recruiting and Retention
- Cross-account sharing — whether leads are visible to other accounts in the organization
- Phone number, caller ID, SMS compliance profile
- Integrations — Relitix MLS, Courted, career site, etc.
See your account settings page to edit these.
User-level settings (My Profile)
- Your name, email, phone, profile photo, timezone
- Your email signature
- Your password
- Your notification preferences (email/bell alerts)
See [How to Update Your User Profile in BrokerKit] to edit these.
Account vs. Organization
- An account is an operational workspace — one office, one pipeline.
- An organization is a parent container for one or more accounts, typically used by brokerages with multiple offices. Organizations share billing and may enable cross-account lead sharing.
If you belong to multiple accounts in the same organization, switch between them from the account selector in the top-right corner.
Frequently Asked Questions
Q: Can I turn off Recruiting if I only do Retention (or vice versa)? A: Both modes are always available on every account — simply don't use the mode you don't need. Contacts you haven't created in a given mode will never appear there.
Q: Does a lead in Recruiting automatically move to Retention when they're hired? A: Only when you change their status to one that's in the Retention stage (e.g., Active or Onboarding). Status changes drive pipeline movement.
Q: Can staff see each other's leads? A: This depends on your account's lead-access rules. Admins configure this in account settings separately for Recruiting and Retention (options: all leads, mine only, or mine + unassigned).
Q: What's the difference between an account and an organization? A: An account is a single workspace. An organization groups multiple accounts under one billing umbrella (e.g., a brokerage with offices in different cities, each as its own account).