Agent Alerts

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What Are Agent Alerts?

Agent Alerts notify you when there are significant changes in your agents' activities, such as:

• New Listings - The home is listed for sale on the market.
• New Pending Sales - The home becomes pending once all contingencies are met, such as inspections and financing.
• New Contracts - A buyer submits an offer, and the seller accepts it. Both parties sign a contract.
• New Closings - This is the final step, where all paperwork is signed, and the property officially transfers ownership to the buyer. A great way to find co-ops agents: By reviewing the Agent Alerts for New Closings on your retention agents, you'll see the co-ops who participated in the transaction.
• Email Changes - They update their email in the MLS. This could be from a brokerage change.
• Name Changes
• Office Changes - They update their email in the MLS. This could be from a brokerage change.
• Status Changes - They go inactive or reactivate with the MLS.

Setting Up Agent Alerts

Enable Alerts for Relitix Import Queries

Note: This feature is available to recruit import queries or retain import queries for your agents.

1. Navigate to your import query settings (setting up your queries is detailed here)
2. Look for the Agent Alerts toggle

Enable the toggle to start receiving alerts for agents in that query

Note: You'll need a valid Relitix API key that supports agent alerts. If your API key doesn't support this feature, you'll receive a notification to contact Relitix support at support@relitix.com.

Configuring Notifications

1. Go to User Settings > Notifications
2. Find the "Agent Alerts" section under Relitix Integration
3. Choose your preferred notification methods:
   1. Email notifications
   2. Notification Center Bell alerts
4. Customize the filter on which agents you will receive alerts for:
   1. All agents
   2. Only agents assigned to you
   3. Agents assigned to you and unassigned agents

Can daily Agent Alert emails be separated by MLS or user?

There is no direct recipient setting by MLS or import query. Each user controls their own Agent Alert delivery under User Settings > Notifications and can choose All agents, Only agents assigned to me, or Agents assigned to me and unassigned.

To give different users different alert sets, assign the relevant contacts to each user and have each user select Only agents assigned to me. Separate Relitix import queries by MLS can organize which agents enter Brokerkit, but the query itself does not choose the email recipient.

Viewing Agent Alerts in Contact Profiles

1. Open an agent's contact profile.
2. Look for the "Agent Alerts" panel in the right sidebar of the contact profile
3. View alerts in a table showing:
   1. Alert Date
   2. Alert Type
   3. Role
   4. Address
4. Click "View" on any alert to see full details, including MLS information and agent details.

Viewing Agent Alerts in the Notification Center

In the Notification Center, alerts are organized by type in the top left filter, allowing easy access and review.

• Agent Alert - New Listing
• Agent Alert - New Pending
• Agent Alert - New Contract
• Agent Alert - New Closing
• Agent Alert - Misc (email, name, office, or status changes)

Viewing Agent Alerts in your Email Notifications

Daily email updates include:

• Grouped alerts by category
• Up to 10 alerts per section
• Total count of alerts by type
• Direct links to contact profiles by clicking view
• Each category includes a "See all Alerts" button, which will take you directly to the Notification Center, applying the appropriate category filter for your convenience.

Using Agent Alerts to Trigger Campaigns

Agent Alerts can also be used to automatically start or stop Smart Campaigns. This lets you follow up when important MLS activity happens, without manually reviewing the alert and assigning a campaign yourself.

For example, you can:

• Start a recruiting campaign when a target agent has a new listing, pending sale, contract, or closing.
• Start a retention campaign to congratulate one of your team members on a closing or listing.
• Use an Agent Alert Role condition to focus the trigger on the agent's role in the transaction.
• Add a cooldown period so the same contact is not triggered into the campaign too often.

To set this up, go to Automation > Campaign Triggers, create a new trigger, and choose Agent Alert as the trigger type. You can then select the alert event, choose whether it applies to Recruiting or Retention, and assign the campaign that should start or stop.

See Create and Manage Campaign Triggers for the full trigger setup walkthrough.

Using Agent Alert Variables in Messages

Agent Alert campaign content can include variables that reference the alert details. This helps your emails, texts, and tasks mention the specific activity that caused the follow-up.

Available Agent Alert variable groups include:

For Agent Alert-triggered campaigns, Brokerkit keeps the alert details tied to the campaign subscription, so later campaign steps continue to reference the same alert even if the contact receives another alert later.

Finding Contacts with Agent Alerts in Advanced Filters

Agent Alerts are available in Advanced Filters, so you can build a reusable audience from the same alert data shown on contact profiles and in notifications.

1. Go to Recruiting or Retention, then open Advanced Filters.
2. Select Relitix, then choose an Agent Alert property such as New Closing, New Listing, New Contract, Largest Closing, or Largest Listing.
3. Choose the operator and time window. For example, use Agent Alert - New Closing → in the last → 7 days to find agents with a recent closing.
4. Add more conditions when needed, including transaction role, co-broke details, or other contact and production filters.
5. Apply the filters and click Save Search to reuse the audience. You can then run bulk actions such as email or text from the results.

When composing a follow-up, Agent Alert variables can personalize the message with the address and other details from the listing, contract, pending sale, or closing. See Quick Filters, Advanced Filters, and Saved Searches for Saved Search details.

Data Retention

• Alerts are retained for 90 days
• Older alerts are automatically purged on the first Saturday of each month

Best Practices

1. Consider creating more focused import queries with agent alerts activated to ensure you receive notifications about agents relevant to your and your team's needs and that you don't get overwhelmed with too many notifications.
   1. The goal is to use the agent alerts as a reason to soft-contact your agents or agents you are looking to recruit to stay in touch.
   2. Ultimately, it would be best if you considered them a tool to help you stay in touch with potential recruits and your agents and strengthen your relationships.
2. Regular Monitoring: Check your Agent Alerts daily to stay current with agent activities
3. Prioritize Follow-ups: Focus on high-priority alerts like new listings and closings.
4. Customize Notifications: Adjust your notification preferences to avoid alert fatigue.
5. Use Filters: Utilize the Notification Center filters to focus on specific alert types.
6. A recurring question is where do I find co-ops agents? This is where you can find co-ops agents — also known as cooperating agents or co-broker agents. By reviewing the Agent Alerts for New Closings on your retention agents, you'll see the co-ops who participated in the transaction.

Common Issues

1. I received an alert email but don't see alerts when I log in

   1. Check the Notification Center (bell icon): Agent alerts appear in the Notification Center, not on a standalone alerts page. Click the bell icon in the top-right corner of BrokerKit to view your alerts.
   2. Toggle to show read notifications: By default, the Notification Center only shows unread notifications (blue toggle). If you already clicked a link in the email, those alerts may be marked as read. Switch the toggle to gray to see both read and unread notifications.
   3. Use the correct filter: In the Notification Center, use the filter dropdown in the top-left to select the specific alert type (e.g., "Agent Alert - New Listing"). Selecting "All" will show all notification types.
   4. Check the email links: Each alert in your daily email has a "View" link that goes directly to the contact profile, and a "See all Alerts" button that opens the Notification Center with the correct filter applied.
   5. 90-day retention: Alerts older than 90 days are automatically removed. If the alert email referenced older activity, the alert may no longer be available.

2. Missing Alerts (not receiving any alerts)

   1. Verify that your Relitix API key is configured correctly
   2. Check if agent alerts are enabled for your import queries
   3. Confirm that your notification preferences are set correctly in User Settings > Notifications.

3. API Key or Subscription Key Issues

   1. If you receive an "Invalid Agent Alerts API Key" or "Invalid Subscription Key" message, it typically means one of the following:
      • Your Relitix subscription does not include Agent Alerts. Agent Alerts is an add-on feature and must be enabled on your Relitix account. Contact Relitix support at support@relitix.com to have Agent Alerts added to your plan.
      • Your import query is targeting an MLS that is not covered by your Relitix subscription. Each Relitix subscription only covers specific MLSs. Contact Relitix support to confirm which MLSs are included in your subscription or to expand your coverage.
      • Your API key does not have the required permissions for monthly and daily agent alert imports. Contact Relitix support to update your key permissions.
   2. For any of these issues, reach out to Relitix at support@relitix.com to verify or update your subscription. These errors originate from Relitix and must be resolved on the Relitix side — Brokerkit is simply passing the error message through.

4. Do archived contacts receive Agent Alerts?

   1. Alert data is still imported: When Relitix sends nightly alert updates (new listings, closings, etc.), archived contacts are included if they match your import query. Their alert data continues to be updated.
   2. Contact profile shows alerts: If you open an archived contact's profile, you will see their Agent Alerts in the right sidebar panel, just like active contacts.
   3. Notification Center (bell) does NOT show alerts for archived contacts: Archived contacts are filtered out of the Notification Center. You will not see bell notifications for archived agents.
   4. Email notifications do NOT include archived contacts: Your daily Agent Alert email summary will not include alerts for archived contacts.
   5. Summary: Archived contacts continue to have their alert data updated behind the scenes, and you can view alerts on their profile page. However, they will not appear in your Notification Center or email notifications, so they won't add to notification noise.

Agent alerts are included as part of the subscription benefits for users on the Relitix Enterprise plan.

Drafting follow-up with AI Assist

After reviewing an Agent Alert, AI Assist can help draft follow-up from the relevant contact workflow. Use the Library tab to choose a Relitix prompt when available, and review alert details before sending. See Using AI Assist for details.