Are you a broker or admin? If you want to set up your agents or affiliates to send you referrals — including how to share their referral links and invite them to BrokerKit — see [Getting Your Agents and Affiliates Set Up to Send Referrals].
Congratulations! Your brokerage has signed up with Brokerkit to help your office grow and give you a stake in the recruiting process. With Brokerkit, you'll be able to brand yourself, refer potential recruits, and track them all the way through the process.
Once you've received your invitation, click Accept Invitation.
If an Agent or Affiliate Accepted the Invitation but Can't Find Their Login Information
Have them go to getbrokerkit.com/users/sign_in and use the email address your team has on file for their Brokerkit user. Agent and Affiliate users can use the same current login page as everyone else.
They can sign in any of these ways:
- Continue with Google if their Brokerkit email is a Google or Gmail account.
- Continue with Microsoft if their Brokerkit email is a Microsoft 365, Outlook, or Hotmail account.
- Email address and password if they already created a Brokerkit password.
- Set or reset your password if they need to create or reset a Brokerkit password.
- Email me a link to receive a one-time sign-in link by email.
If they still cannot log in, first confirm the email they are using exactly matches the email on their Brokerkit user account.
Welcome to your Dashboard! Here you can see add referrals, check your current referrals, view your stats, and share your personalized landing page.
To start referring, click Refer a Candidate. Fill in their contact information, any notes, and click Save.
📝 Note: Once you click Save, you will be able to edit the notes field if you need to share updates on the referral. You will not be able to edit the other fields, so make sure you enter the data correctly.
That’s it! The broker and their staff will receive an email letting them know that they have a new recruiting referral lead to follow up on. As they make contact and work to bring your referral on board, you'll receiveDaily Digest emails updating you on what's happening.
Aside from entering referrals manually, you can also build your brand and bring in referrals passively using your personalized Landing Page.
From theDashboard, click Share Landing Page.
Copy the URL to yourLanding Page and add it to your email signature and social media to draw in potential recruits.
Your name, photo, and contact information are pulled automatically from your Brokerkit account. To update them, click your name in the upper right-hand corner of the Agent Dashboard, and click User Settings. Edit anything you need, upload your photo, and click Update User Settings.
Now start sharing that Landing Page and drawing in new recruits!
Adding an Affiliate User to Your Organization
If you're an Admin wanting to add a new Affiliate user to your Brokerkit account:
- Log into Brokerkit
- Click your name in the upper right-hand corner and select Manage Team
- Click Add Team Member
- Enter the affiliate's email address and contact information
- Select Affiliate under Role
- Click Save.
The new affiliate user will receive an email invitation to join your organization and can follow the steps in the sections above to set up their account.