Home Getting Started: Organizations Managing accounts linked in an Organization

Managing accounts linked in an Organization

Last updated on Nov 27, 2025

Primary Features of an Organization

Organizations in Brokerkit serve three main functions:

1 - Enable the transfer of recruiting leads and retention team members across offices. To learn more about transferring profiles in Brokerkit Recruiting and Retention, click here.

2 - Enabling rolled-up reporting for the organization in the reporting tab. To learn more about reporting, click here.

3 - Enable the donation of campaigns to the campaign library within the organization. To learn more about donating campaigns, click here.

Managing Pipeline and Activity Reports

About the Campaign Library