Home Getting Started: Agent Referral System Getting Your Agents and Affiliates Set Up to Send Referrals

Getting Your Agents and Affiliates Set Up to Send Referrals

Last updated on May 12, 2026

Getting Your Agents and Affiliates Set Up to Send Referrals

Also known as: share referral link with one agent, send landing page to agent, how do agents get their referral link, invite agent to refer candidates, set up referral for a specific person.

As a broker or admin, you can set up your agents and affiliates so they can start sending you referrals. There are two ways they can submit referrals: through their personal landing page (no login required from the recruit) or through their BrokerKit account (after they log in). Here's how to get them started.

Option 1: Send an Invite from Manage Team

If your agent or affiliate doesn't have a BrokerKit account yet (or hasn't accepted their invite), you can send them an invitation:

  1. Go to Account Settings → Team Members (or navigate directly to /team/members).
  2. Click the Agents or Affiliates tab, depending on their role.
  3. Find the person and click Send Invite (or Resend Invite if they were previously invited but haven't joined yet).
  4. They receive an email with an activation link. Once they accept and log in, they can:
    • Click Refer a Candidate to submit referrals manually.
    • Click Share Landing Page to get their personal referral link.
    • Share that link anywhere — email signature, social media, texts — to bring in referrals passively.

If the invite email didn't arrive: Ask them to check spam/junk. You can also resend it from the Team Members page. If it still doesn't work, contact BrokerKit support.

Option 2: Download the Roster CSV with Landing Page Links

If you want to send an agent or affiliate their landing page link directly (without requiring them to log in first), you can find it in the team roster export:

  1. Go to Account Settings → Team Members (/team/members).
  2. Click Download current CSV to export your roster as a spreadsheet.
  3. Open the CSV file and locate the person's row — the Personal Landing Page column contains their unique referral link.
  4. Copy their link and send it to them directly (by email, text, or any method you prefer).
  5. When someone submits a referral through that landing page, it appears in your BrokerKit account as a new recruiting lead with the referrer automatically attributed.

What the landing page looks like: Each agent/affiliate has their own personalized page at a URL like https://getbrokerkit.com/t/[team-slug]/[user-id]. The page displays the agent's name, photo, and contact information (pulled from their BrokerKit profile). Recruits fill out a simple form, and the lead is automatically created in your account.

What Agents and Affiliates See After Logging In

Once your agents or affiliates accept their invite and log in, they see their Agent Dashboard. From there they can:

  • Refer a Candidate — Manually enter a recruit's contact info.
  • Share Landing Page — Copy their personal referral link to share anywhere.
  • View Referral Status — Track how their referrals are progressing.
  • Update Their Profile — Change their name, photo, and contact information.

For more details from the agent's perspective, see [Joining and Using Brokerkit as an Agent or Affiliate user].

Frequently Asked Questions

Q: Can I share a referral link with just one agent?
A: Yes. Use Option 2 (download the roster CSV) to find that specific agent's Personal Landing Page link, then send it to them directly. Or use Option 1 to send them an invite so they can log in and get their own link.

Q: What's the difference between an Agent and an Affiliate?
A: Both can refer candidates and have their own landing pages. "Agent" is typically used for agents on your retention roster. "Affiliate" is for external referral partners. The referral process works the same way for both roles.

Q: Do I need to invite every agent individually?
A: Yes, each person needs their own account with their own email address and unique landing page. Use the Send Invite button on the Team Members page to invite them.

Q: Can I share my own referral link instead of the agent's?
A: Your own referral link (from the Dashboard's Share Landing Page button) would create leads attributed to you, not to the specific agent. If you want referrals attributed to a particular agent, use their personal landing page link instead.

Related Articles

  • [Joining and Using Brokerkit as an Agent or Affiliate user]
  • [Managing Users and Permissions in Your Account]
  • [Understanding Your BrokerKit Account]