Brokerkit Help Center

Getting Started: Agent Referral System

How to Invite (and Remind) Your Agents to Refer Using Brokerkit

Joining and Using Brokerkit as an Agent or Affiliate user

Sharing Activity Updates with Agents and Affiliates

Getting Your Agents and Affiliates Set Up to Send Referrals

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Agent Recruiting & Retention Best Practices: Smart Campaigns and Mass Email

Bulk Email Best Practices

Smart Campaign Best Practices

Ideas and Templates for Recruiting

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FAQs: Emails

Will mass emails appear in my Google Sent Email folder?

Are email replies shown in Brokerkit?

Adding an Email Signature

Spelling and grammar checker

Email Deliverability Troubleshooting

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Getting Started: Organizations

Managing accounts linked in an Organization

Transferring leads and team members between accounts in an organization

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FAQs: Logging Into Your Account

Creating or Changing Your Account Password

Why can't I see my Admin or Staff view?

Is a Google or Microsoft-hosted account required to use Brokerkit?

Setting Up Different Email Domain Configurations

How to Update Your User Profile in BrokerKit

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FAQs: Texts

The recipient did not receive my texts

How does text replies work?

How to manage opt-out requests for SMS/MMS text messages

Can I use my phone number to text on Brokerkit?

How can I find who is texting me from Brokerkit if I can't find the first informational text?

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Getting Started: Email

How to improve email deliverability

Adding Images, Links, and Attachments to Emails

Using engagement tracking with your leads and agents

How to Set Up Brokerkit Forwarding in Gmail?

Configuring Email Sending Domains

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Getting Started: New User Onboarding Checklist

Logging in to Brokerkit

New User Getting Started Checklist

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FAQs: Appointments

What should I do if my email or calendar appointments aren't sending?

I assist multiple recruiters. How can everyone see my appointments?

Can I set appointments in Retention?

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Getting Started: Integrations

Integrating with Zapier for importing leads or agents

How does Michael Lewis Marketing Suite (MLMS) integrate with Brokerkit?

How to integrate with Wizehire via Zapier

Integrating SmartSetter with Brokerkit

Brokerkit API

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Getting Started: Landing Pages

How to configure conversion tracking in Google Analytics for Landing Pages

Customizing your Landing Pages

Forwarding your Godaddy domain to your Brokerkit landing page to brand your URL

Integrating Facebook Ads with Brokerkit

How to add a landing page from BrokerKit to your site with iframes

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Getting Started: Notifications

Navigating the Brokerkit Inbox

Notification Center

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Getting Started: General

Understanding and Setting Up a Forwarding Number for Calls and Messages

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Getting Started: Setting Up your Team and Managing Your Agents

Managing Departing Agents - Archiving, Affiliating, and Re-recruiting

Adding a New Account (Office) to Your Organization

Understanding the Admin, Staff, Agent, and Affiliate Roles

@Mentions for notifying your team

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Getting Started: Text Messaging

Registering Your Business Profile for Verified Calling and Texting

Setting Up and Sending Texts

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Getting Started: Video

Adding Videos to your Emails or Texts

Video Library & Video Recorder

How to add YouTube URLs to your Video Library

How to add YouTube URLs to your Video Library

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FAQs: Billing and pricing

Brokerkit pricing

How to update your payment method for your Brokerkit subscription

Viewing and Changing Your Plan

Pausing or Canceling Your Subscription

How do I determine limits and track my email, text, and call usage?

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Getting Started: Jobs

Jobs for Job posting - Clone Job & Zip Code Lookup

How to create a Job for Job Posting

Indeed: Getting Started with Brokerkit Jobs

LinkedIn: Getting Started with Brokerkit Jobs

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FAQs: Reports

Why isn't my lead showing up in my Pipeline report?

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Getting Started: Tasks

Using Today, Leads, Tasks, and Reports

How to Manage your Tasks

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Getting Started: Finding and Organizing your Contacts

Configuring your production labels

Custom Contact Statuses

Logging activities for a lead

Excluding a Label from your search results

Using Labels to Group your Contacts

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Getting Started: Getting Started with Retention

Mass Text and Email Your Team

Starting Retention Calls and Setting Follow-ups

Uploading and Adding Agents to Your Retention Roster

Understanding Retention

Updating and Merging Data Into Your Retention Roster

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Getting Started: Dialer

Outbound Calling with the Dialer

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Getting Started: Reports

Exporting and Sharing your Pipeline Report

Viewing and Using Your Pipeline Report

Activity Report

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FAQs: Notifications

How do you unsubscribe from Brokerkit emails?

Managing Recruiting Agenda and Retention Emails

How to disable agenda and new referral notifications

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FAQs: Importing and updating contacts

How can I view all my leads or team members at once?

How often should I update BrokerMetrics production?

How does social media lookup work?

How do I remove agents from the same franchise from my leads?

Can I Undo or Revert Actions in BrokerKit?

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Getting Started: AI Assist

Using AI Assist

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Getting Started: Importing and updating contacts

Adding and Editing Individual Leads

Importing and Updating Contacts from MarketView Broker

Importing and Updating Contacts from BrokerMetrics

How to configure the Relitix Integration in Brokerkit

Identify & Merge Duplicate Contacts

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Agent Recruiting & Retention Best Practices: Generating Recruiting Leads

Where to find state real estate license reports

Expanding Your Lead Sources

Landing Page Best Practices

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FAQs: Campaigns

Do you have campaign templates for the campaign triggers?

My Campaign Emails and Texts are not sending

How to Remove Campaigns

Can I use specific dates to send Smart Campaigns?

How to Stop or Remove Campaigns

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Getting Started: Campaigns

Campaign Library

How to use variables in Smart Campaigns

Create and Manage Campaign Triggers

Pre-Built Campaign Templates for Triggers

Smart Campaigns: Automating Your Recruiting & Retention Outreach

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FAQs: General

How to Take Ownership of a Contact in Brokerkit

How to Access the Calendar Link for Scheduling Meetings

How to Create and Utilize Separate Contact Lists in Brokerkit

How to Identify Unsubscribed Contacts in Your Email List

How to Access the Previous Month's Report in Brokerkit

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FAQs: Managing Your Team

How do I filter out affiliates in Retention?

How can I view my team's contacts?

How to switch teams

Change or Update your email address

How can I track my staff's progress with my leads?

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Agent Recruiting & Retention Best Practices: Communicate with your team in Brokerkit

Tips for Recruiting and Retaining Real Estate Agents

Ideas and Templates for Retention

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Getting Started: Documents

Documents

Resume Tab in the Contact Profile

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FAQs: Using Brokerkit

How to request Brokerkit product enhancements

Are there training videos for Brokerkit?

My screen is freezing or text is too small

Why can't I see certain menu items in BrokerKit?

Does Brokerkit have an app? Can it be accessed with my mobile device?

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Getting Started: Appointments

Logging and Rescheduling Appointments

Setting Appointments for Yourself and Others

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