Home FAQs: General

FAQs: General

By Brokerkit Product
• 15 articles

How to Take Ownership of a Contact in Brokerkit

Summary: This article explains how to assign, change, or remove the owner of a contact in Brokerkit. Methods to Assign or Change Contact Ownership There are two ways to assign or change the owner of a contact in Brokerkit: Method 1: From the Contact List (Bulk Change Owner) 1. Select one or more contacts by clicking on the checkbox to the left of each contact's name. 2. Click on "Change Owner" from the bulk action options that appear at the top of the screen. 3. Choose the new owner from the dropdown menu and save your changes. Important: The bulk "Change Owner" action only lets you reassign contacts to another team member. It does not include an option to set contacts to "no owner" or "unassigned." To remove ownership from contacts in bulk, please contact Brokerkit support at support@brokerkit.com. Method 2: From the Contact Profile (Single Contact) 1. Click on the contact to open the Contact Profile. 2. Navigate to the "Recruiting" section located on the right side of the profile. 3. Click on the "Edit" button. 4. Assign or modify the owner and save your changes. Can I Remove an Owner from Contacts in Bulk? The bulk "Change Owner" feature is designed to reassign contacts from one team member to another. There is currently no bulk option to set contacts to "unassigned" or remove the owner entirely. If you need to remove ownership from multiple contacts at once, please contact Brokerkit support at support@brokerkit.com and provide: - The number of contacts that need the owner removed - The current owner's name - Any filters to identify the contacts (e.g., status, label) Our support team can remove ownership from contacts in bulk on your behalf. Filter Contacts by Ownership You can filter contacts based on ownership using the options available at the bottom of the contacts page: - All: View all contacts. - My + unassigned: View your contacts and those without an owner. - My: View only your contacts. Conclusion These steps will allow you to effectively assign or change ownership of a contact within the Brokerkit system. If you require further assistance, please reach out to support@brokerkit.com.

Last updated on Apr 07, 2026

How to Access the Calendar Link for Scheduling Meetings

Summary This article provides guidance on how to access the Brokerkit Training Calendar to schedule sessions with our Customer Success team. Accessing the Calendar Link (https://getbrokerkit.com/home/training-calendar/) Need to schedule time with our Customer Success team for setup help, training, coaching, or just Q&A? We can definitely help! You are able to schedule an unlimited number of these sessions as a customer at no additional cost. Available Sessions: 1. CB1 - New User Tech Setup: This session is targeted for existing customers adding new users (only technical setup). 2. CB2 - Brokerkit Product Training: This session will cover product navigation and basic operations. 3. CB3 - Agent Recruiting w/ Brokerkit: Once you attended CB2 - Join here! We cover strategies and tactics for agent recruiting with Brokerkit. 4. CB4 - Advanced Recruiting & Retention Strategies: Once you attended CB3 - Join here! We cover advanced recruiting AND retention strategies with Brokerkit. 5. Monthly Webinar - Brokerkit Success Strategies: This session will be covering new product releases, and various agent recruiting / retention best practices. 6. Brokerkit Support: This is a live Q&A with the Brokerkit Customer Success team to ask them any questions about product or technical issues. Conclusion Accessing the training calendar is a straightforward process that allows you to schedule sessions conveniently. If you have any further questions or need assistance, feel free to reach out to our support team. Are BrokerKit-hosted meetings on Google Meet, Zoom, or another platform? Meetings that BrokerKit hosts with you — onboarding sessions, sales/demo calls, support calls scheduled through the Training Calendar — are held on Google Meet. Your calendar invite from us will include the Google Meet link. If you are sending an appointment to someone from BrokerKit (using Set Appointment on a contact profile), the platform on the invite depends on how you signed in to BrokerKit: - Signed in with Google (SSO): BrokerKit creates a Google Calendar event on your calendar. If your Google Calendar settings are configured to automatically add a Google Meet video conference to events, the invite that goes out to your contact will include a Google Meet link. Toggle this from your Google Calendar settings under Event settings → Automatically add Google Meet video conferences to events I create. - Signed in with Microsoft (SSO): BrokerKit creates a Microsoft Outlook event. Microsoft 365 can be configured similarly to attach a Microsoft Teams link by default. - If you are not using SSO, the appointment is logged in BrokerKit but no calendar event is automatically created on the recipient's side. See Setting Appointments for Yourself and Others for the full appointment workflow.

Last updated on May 04, 2026

How to Identify Unsubscribed Contacts in Your Email List

Summary This article explains how to find out who has unsubscribed from your email communications and how Brokerkit automatically protects you from being blocked. Finding Unsubscribed Contacts To identify contacts who have unsubscribed from your emails, you can use the Engagement Filter in both the Recruiting and Retention sections. Here are the steps to follow: 1. Navigate to Recruiting or Retention depending on where you want to search for unsubscribed contacts. 2. Click on "Show Advanced Options" to access the Engagement Filter. 3. Select "Email Unsubscribes" from the dropdown menu. 4. Choose the time period for your search to narrow down the results. 5. Apply the filter to display the list of contacts who have unsubscribed from your emails. Important Notes Brokerkit automatically suppresses emails to unsubscribed contacts. When a contact unsubscribes, they are immediately added to a suppression list. This means Brokerkit will automatically prevent any emails from being sent to them, even if they are included in bulk emails or smart campaigns. This automatic suppression protects you from being blocked or blacklisted by email providers. Regularly cleaning your contact lists by archiving unsubscribed or bounced contacts can help improve email deliverability and avoid failed sends, even though unsubscribed contacts are already suppressed automatically. Conclusion By using the Engagement Filter and selecting "Email Unsubscribes," you can easily identify which contacts have unsubscribed from your email communications. Remember that Brokerkit automatically prevents emails from being sent to these contacts to protect your email reputation and avoid blacklisting.

Last updated on Feb 10, 2026

How to Add Custom Fields for Leads in Brokerkit

Summary This article explains how to add custom fields for leads in Brokerkit, including the use of standard fields, notes, and labels. Adding Custom Fields for Leads Standard Fields Brokerkit allows users to add and edit a variety of standard fields for each lead. These include: - Multiple email addresses - Phone numbers - Owner - Referrer - Production details - Source - Status - Notes Custom Lead Statuses Users can also create custom lead statuses. For guidance on how to add these custom statuses, refer to the how to add custom statuses guide. Using Notes for Additional Information If you need to store information that does not fit into the standard fields, you can utilize the 'Notes' field. This field can be used to capture any extra data relevant to the lead. Labels for Segmentation Another effective method for adding custom fields is through the use of labels. Labels allow you to segment your contacts for better organization and management. More details on how to use labels can be found in the using labels to group your contacts article. Requesting Advanced Customization For users who require more advanced customization options beyond the built-in features, it is recommended to request this functionality from Brokerkit support. Conclusion While Brokerkit does not support fully custom fields, users can effectively manage lead information using standard fields, notes, and labels. For any additional customization needs, contacting Brokerkit support is advisable.

Last updated on Nov 27, 2025

How to Improve Email Deliverability and Avoid Spam Filters

Improving Email Deliverability Summary: This article provides key steps to enhance your email deliverability and reduce the chances of your emails being marked as spam. Key Steps to Improve Email Deliverability 1. Set Up and Verify Your Sending Domain - Ensure your sending domain is properly configured with DKIM and SPF records. - Implement DMARC if you send over 5,000 emails per day. This is crucial for establishing trust with email providers. 2. Segment Your Email Lists - Avoid sending large, generic email blasts. Instead, create smaller, targeted campaigns tailored to specific groups. This increases engagement and reduces spam complaints. 3. Optimize Your Email Content - Use text-based, conversational messages that are concise (ideally under 50 words). - Limit the use of HTML and the number of links in your emails to avoid triggering spam filters. - Personalize your subject lines and the body of your emails to make them more engaging. - Utilize tools like Mail-Tester to check your content for spam characteristics before sending. 4. Monitor Engagement and Suppression Lists - Regularly track metrics such as open rates, click rates, and spam reports. This data can help you identify issues with your email campaigns. - Maintain a clean email list by checking for invalid email addresses and removing or correcting them. Contacts with invalid addresses can be found under the label “Email Bounces.” Conclusion By following these steps, you can significantly improve your email deliverability and ensure that your messages reach your intended audience. Regular monitoring and optimization of your email practices will help maintain a healthy sender reputation and enhance engagement with your campaigns.

Last updated on Nov 27, 2025

How to Find and Manage Your Tasks in Brokerkit

Summary This article provides guidance on how to find your tasks within the Brokerkit platform. Finding Your Tasks To locate just your tasks in Brokerkit, follow these steps: 1. Navigate to the Task Section: - Ensure you are in the Task section located on the left side of the screen. 2. Filter Your Tasks: - At the bottom of the task page, use the filter settings to display tasks. You can choose to show: - All tasks - Tasks assigned to you - Tasks assigned to you + Unassigned - Make sure your filter is set to "just yours" to view only your assigned tasks. 3. Check Task Tabs: - Look at the top of the task page where there are tabs for tasks due today and tasks due later. Ensure you are checking the correct tab for the tasks you need. 4. Utilize Search Options: - If you are looking for specific tasks, you can use the general search or advanced search options. These allow you to find tasks by: - Status - Priority - Category - Owner - Specific date ranges (start and end dates) Conclusion By following these steps, you can efficiently find and manage your tasks within the Brokerkit platform. If you have any further questions or need assistance, feel free to reach out for support. Where to See Your Overdue Tasks Overdue tasks — tasks with a due date in the past that haven't been completed — appear at the top of the task list automatically. Here's how to find them: 1. Go to the Task section in the left-side menu. 2. Look at the Due Today tab — overdue tasks appear alongside today's tasks, sorted oldest-first, with a red "Overdue" indicator. 3. Alternatively, use the Advanced Search filter on Due Date and set the end date to yesterday. Tasks Due Today vs. Due Later The Task section has two primary tabs at the top: - Due Today — tasks with a due date of today (or earlier if overdue). - Due Later — tasks with a future due date, grouped by upcoming days/weeks. Switching between these tabs lets you plan your day (Today) or look ahead at your pipeline (Later). Assigning a Task to Another Team Member You can create a task on behalf of a teammate or reassign an existing task: Assign when creating a task 1. Open the contact's profile. 2. Click Add Task (or the follow-up button in an email/text composer). 3. In the task form, find the Assigned To (or Owner) dropdown. 4. Select the team member you want the task assigned to. 5. Save. The task appears on their Task page. Reassign an existing task 1. Open the task (from your Task list or the contact profile). 2. Click Edit or the pencil icon. 3. Change the Assigned To field to a different team member. 4. Save. The new assignee will see the task in their Due Today / Due Later tab, and the prior owner will no longer see it on their list. See Also - How to Manage your Tasks — the companion article covering how to create, edit, complete, and recur tasks.

Last updated on Apr 16, 2026

Troubleshooting Brokerkit Loading Issues: Causes and Solutions

Summary: This article addresses common issues related to Brokerkit not loading and provides information on potential causes and solutions. Why Brokerkit Might Not Load If you are experiencing difficulties accessing Brokerkit, it may be due to service interruptions caused by external factors. Here are some common reasons: Service Interruptions 1. Cloudflare Outage: There have been instances where Brokerkit was affected by a global outage with Cloudflare, one of its main service providers. During such outages, users may be unable to access the system. 2. Amazon Web Services (AWS) Issues: Brokerkit may also experience downtime due to outages at Amazon Web Services (AWS). Elevated error rates and latency in specific AWS regions can impact the functionality of Brokerkit. Steps to Take If Brokerkit Won't Load 1. Check for Service Updates: If you suspect an outage, check for any announcements regarding service interruptions from Brokerkit or its service providers. 2. Refresh the Page: Sometimes, simply refreshing the page can resolve temporary loading issues. 3. Try Again Later: If the issue is due to an outage, wait for the service provider to resolve the issue and try logging in again later. 4. Talk to Our Support Team: If the issue persists or you'd like someone to look into it for you, just type "talk to support" and we'll connect you with a team member who can investigate and keep you updated. Conclusion If Brokerkit is not loading, it may be due to external service interruptions such as outages with Cloudflare or AWS. Refreshing the page and checking for updates can help you determine the status of the service. If problems persist, type "talk to support" to connect with our team — we're happy to investigate and help.

Last updated on Mar 18, 2026

How to Prevent Your Phone Number from Being Flagged as Spam

Summary: This article addresses whether your phone number may show up as spam to the recipients you call and provides steps to mitigate this issue. Understanding Spam Flags on Phone Numbers When making calls, your phone number can potentially be flagged as spam by carriers. This usually occurs due to a high volume of outbound calls or if your number is not properly verified. Steps to Ensure Your Calls Are Not Flagged as Spam 1. Register for Verified Calling and Texting: - Ensure that you have registered your Business Profile for Verified Calling and Texting. This registration helps verify your calls and prevents them from being filtered out by carriers. - To check your registration, navigate to the "Phone Number" menu option in your account settings. 2. Check Registration Status: - In the "Register for Verified Texting & Calling" section, confirm that all four checkmarks indicating successful registration are green. This status indicates that your number is properly verified. 3. If you are doing heavy calling, register your phone number for free at hiya.com. Registration is completely free — there is no cost to register your number with Hiya. - By registering your number you increase your answer rates, brand trust, and productivity. - Reduce the risk of your calls being labeled spam. 4. Consider Changing Your Number: - If your phone number continues to show up as spam despite following the above steps, you may want to consider releasing your current number and selecting a new one. This can help resolve persistent issues with call filtering. Conclusion To prevent your phone number from being flagged as spam, ensure that your Business Profile is registered and verified. Registering your number with Hiya is free and provides additional carrier-level spam protection. If problems persist, changing your number may be a viable solution. Following these steps can help ensure that your calls reach their intended recipients without being marked as spam.

Last updated on May 18, 2026