Home FAQs: Logging Into Your Account

FAQs: Logging Into Your Account

By Brokerkit Product

• 5 articles

Creating or Changing Your Account Password

How Do I Change My Password? Covers: change my password, reset my password, forgot password, recover account password, password recovery, password reset link, update password. Short answer: Click Set or reset your password on the BrokerKit login page at getbrokerkit.com — you'll get a password reset link by email. If you sign in with Google or Microsoft SSO, your password is managed there, not in BrokerKit. How Do I Reset My Password? If you forgot your password or want to reset it: 1. Go to getbrokerkit.com and click Log In. 2. Enter your email address. 3. Click Set or reset your password. 4. Check your email for the password reset link. 5. Click the link and set a new password. If you don't see the reset email, check spam/junk. If it still doesn't arrive, contact support. Login Options for All Users All Brokerkit users—regardless of role (Admin, Staff, Agent, or Affiliate)—can log in using any of these methods: 1. Single Sign-On (Google or Microsoft) - Click "Sign in with Google" or "Sign in with Microsoft" on the login page 2. Email and Password - Enter your email and password 3. Email me a link - Request a one-time sign-in link sent to your email (no password required) Changing Your Password Step-by-Step If you log in with Google or Microsoft SSO: Your password is managed by Google or Microsoft, not Brokerkit. To change it: - Google: Visit myaccount.google.com and click Security - Microsoft: Visit account.microsoft.com and go to Security If you log in with email/password: Visit getbrokerkit.com, click Log In, enter your email, and click Set or reset your password to receive a password reset link. If you prefer no password at all: Use the Email me a link option to receive a one-time sign-in link via email. Why We Recommend SSO for Admin/Staff While all login methods work for all users, we recommend Admin and Staff users log in with Google or Microsoft SSO because it enables additional features: - Send emails directly from contact profiles (via Google/Microsoft integration) - Schedule and send calendar appointments from contact profiles - Email sync in contact history Without SSO, Admin/Staff can still use bulk emails, campaigns, and blast emails—but contact profile email/appointment features require the Google/Microsoft integration. Agents and Affiliates don't have access to contact profile email/calendar features, so SSO is optional but still available if preferred. For more details on login methods, see Logging in to Brokerkit. Why is Google or Microsoft asking me to change my password when I log in? If you use Sign in with Google or Sign in with Microsoft, that password prompt comes from Google or Microsoft, not from Brokerkit. Brokerkit does not manage or reset your Google Workspace or Microsoft password. If Google or Microsoft requires a password change before it lets you continue, follow your organization's normal IT/security process. When in doubt, contact your internal IT team before entering credentials. After the Google or Microsoft account is working again, return to Brokerkit and sign in with the same SSO option.

Last updated on Jun 04, 2026

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

Sometimes, a contact may log in with the email they were not recruited with and create a new account with their new company email that doesn't have Staff or Admin permission. From Brokerkit, click your name in the upper right-hand corner and select Manage Team. Verify that the user's email has Admin or Staff access and verify with them that they are logging in with that email address. mceclip0.png If they have multiple accounts, consider merging the duplicates to avoid issues in the future. Please see the article here on how to merge duplicate contacts. I can see my Admin or Staff view, but I can't see all the contacts in Recruiting or Retention If you can log in and see the Admin or Staff menus but only see your own contacts (or a limited list), you may have the view filter set to "My" instead of "Show all": 1. Go to Recruiting or Retention. 2. Look for the "My" / "Show all" filter at the top of the contacts list. 3. Select "Show all" (or "All") to see every contact in the account. For Staff users: Even with "Show all" selected, your visibility may be limited by Lead Access rules. An admin can adjust these at Account Settings → Lead Access to give you access to all leads, only your own, or your own plus unassigned leads. For a full explanation of roles, Lead Access rules, and the view filter, see Managing Users and Permissions in Your Account.

Last updated on May 18, 2026

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

It is possible to use a Brokerkit account without a Google or Microsoft-hosted email, but you cannot use certain features detailed below. You will need a Google or Microsoft-hosted email account to fully use the Brokerkit email and calendar functions. Brokerkit is designed to integrate with your Google or Microsoft email and calendar to minimize the need for double data entry, which is often the reason we stop using a CRM. A few things to note on how the integration works: - Admin/staff users - As a Brokerkit user with the admin or staff role, when you log in on the signing page here, you should click Sign In with Google or Sign In with Microsoft and sign in with the same account set for your Brokerkit main email address for your user account. - Without a Google/Microsoft-hosted account, Brokerkit will still work but without certain features: - Login: You will not be able to single-sign in, but you can log in via your email and then set a password or request a magic login, which will email you a link to click on to access your account without an email/password. - Sending emails/Appointments: - You will be able to send bulk or campaign emails. If you set up the sending domain for your email domain, then the emails will be sent through our email services from your domain. If not, those emails will be sent "on behalf of" your domain, and the email deliverability will be lower than if you set up your sending domain. - You cannot send emails or appointments through the contact profile, as these emails are sent directly through your Google/Microsoft account. If you try to send emails this way, it will request that the user sign in with Google/Microsoft to enable the features. - Using External Calendar Booking Services While Brokerkit allows you to schedule and send appointments through Google/Microsoft integration, it does not provide calendar booking links for recipients to schedule their own appointments. To enable leads and agents to book time on your calendar directly: 1. Set up an account with a third-party calendar booking service such as Calendly or Cal.com 2. Copy your booking link from the service 3. Add the booking link to your emails, text messages, or include it in campaigns. - Agent/Affiliate users - Since Agents and Affiliates don't have email/calendar CRM functionality (only the ability to refer and track referrals), a Google/Microsoft account is optional. - You can sign in with your Google/Microsoft account or enter your email on the login page, which will allow you to set a password. Alternatively, you can email yourself a magic login link, which you can click on to access your account without a username or password. Things to note: - Types of accounts that will work: - Google: Google Workspace (branded) or Gmail (free) - Microsoft: - Office 365, outlook.com, or hotmail.com. - If you use Outlook with a hosted Exchange hosted by a 3rd party vs. Microsoft, the calendar/email integration will not work. - Note that free unbranded email accounts from Google or Microsoft do not allow you to set up email-sending domains, which are needed to optimize email deliverability. - Based on the way the integration is built, you will not be able to use an email alias to send emails from your Google/Microsoft account. You will need to log in with the primary email address for the account. Emails will be sent from, and replies will go to the primary account. 📝 Note: If you are using Microsoft Outlook as your email client, but the email is hosted by a provider like Rackspace or Godaddy instead of Microsoft, this will not work as Brokerkit needs to connect with the Microsoft APIs. This includes hosted Microsoft Exchange or POP/SMTP email. Click here to learn how to change your primary domain in your G Suite account Click here to learn how to forward your Brokerkit Gmail to another email address Click here to learn how to integrate your Google Calendar with Outlook Do all users on the same account need to use the same email domain? No. Each user signs in with their own email address, and those addresses do not need to share a domain with the account or with each other. For example, on a single account you can have: - Admin signs in with name@yourcompany.com - Staff signs in with name@gmail.com - Another staff signs in with name@personaldomain.com Each user's email simply needs to be unique within Brokerkit and (where the user wants email/calendar features) hosted on Google Workspace, Gmail, or Microsoft 365 / Outlook as described above. The domain itself does not have to match yourcompany.com or anyone else's. If you want every outbound email from your team to appear to come from your branded domain, that is controlled separately by configuring an email sending domain, not by which login email each user uses.

Last updated on May 03, 2026

Setting Up Different Email Domain Configurations

The table below is a valuable resource to guide you in selecting the most effective email strategy for sending bulk communications or campaigns, ultimately enhancing your email deliverability rates. The table details different email configurations available and the pros and cons of them. | | | | | --- | --- | --- | | Scenario | Description | Pros/Cons | | Branded email sending domain that matches your Google or Microsoft email account | * This is the optimal solution * This requires that you own your email domain (the part after the @sign), it is used by your Google or Microsoft email account, and you have access to edit the DNS settings where it is hosted (e.g. Godaddy). * No matter the structure of your brokerage—whether it is part of a franchise, independent, company-owned, virtual, or hybrid—if you have a personalized domain for your brokerage, you can follow the steps provided here. * If you have been using a free email (e.g. gmail.com) or a franchise email (e.g. kw.com) the easiest way to to do this is create a Google Workspace account here with your new domain (e.g kwcolorado.com vs. kw.com). | Pros: * The best situation for email deliverability * You can SSO (single sign on to your Google/Microsoft account) Cons: * More complex to set up than other options. | | Sending via clients.getbrokerkit.com on behalf of your email | * Applicable for: + You have a Google or Microsoft free email account + You are using a Google/Microsoft email account for a franchise (e.g. kw.com) and you don't have a separate domain * While sending a bulk or campaign email. In the From dropdown, select your email "firstname@kw.com" as the sender for your bulk or campaign email. | Pros: * You can still use your email even without your domain verified * You can use a franchise or free email account Cons: * Emailing limits are lowered * The deliverability is potentially lower than a branded domain * The receipt will see you sent on behalf of brokerkit instead of your domain | | Logging in via magic link or password (not Google or Microsoft SSO) | * You use an email address not tied to a Google or Microsoft account. This could be because: + You don't have a Google/Microsoft account + You want to use a different email in Brokerkit for recruiting campaigns. * In the login page towards the bottom, under the Google and Microsoft buttons, enter the email into the field, click next * Set a password or choose the magic link to sign in * After you have been successfully logged in via password or magic link into your Brokerkit. When sending a bulk or campaign email. In the From the dropdown, select, e.g., marketing@kwdistance.com as the sender for your bulk or campaign email. * Take note you will have to get the domain kwdistance.com verified first, follow the steps here * You can then add an alias on your main kw.com for marketing@kwcolorado.com to get replies in your main Google/Microsoft email | Pros: * Can use several emails to prospect new leads or reach out to your own team with specific emails Cons: * you will not be able to send emails or appointments via the contact profile since those require Google or Microsoft SSO | | Additional user on a different sending domain for sending bulk/campaign emails | * This is similar to the variation above, but here you have a separate Brokerkit user who has a totally different email domain which you set up just to send bulk/campaign emails to preserve your email sending domains * In this scenario, you: + use your main Google/Microsoft email address to login and do 1 on 1 communications (e.g. bob@kw.com) + add another user with a different domain (e.g. recruiting@kwcolorado.com) and use this for bulk/campaign emails. * You will login via username/password or magic link vs. SSO since the second user is not a Google Microsoft account * You will need an alias or forwarding rule in Google/Microsoft to get your email replies. | Pros * You can use your main Google/Microsoft email for SSO and 1 on 1 communications * Reduced risk of having email sender reputation issues on your main domain Cons: * Need to buy an additional seat for bulk/campaign mails sending * Can't SSO with secondary user * Can't send emails/appointments via contact profile as requires SSO. | How can I bypass Microsoft/Google"log in" and sign in using a username and password instead? If you're being redirected to Google or Microsoft SSO, it's because you've previously logged in using one of those methods. To switch to username and password login, we need to remove the associated tokens, please contact our support team with your email, and we'll assist you in resolving this..

Last updated on Dec 14, 2025

How to Update Your User Profile in BrokerKit

How to Update Your User Profile in BrokerKit Your BrokerKit user profile stores your personal details — name, email, phone number, profile photo, timezone, and email signature. These are account-level settings that travel with you no matter which team workspace you're in. This article covers how to update your user profile. For team-level settings (brand, working hours, etc.), see [Understanding Your BrokerKit Team Workspace]. For changing your password, see [Creating or Changing Your Account Password]. Where to Find Your Profile 1. Click your avatar in the top-right corner of BrokerKit. 2. Select My Profile from the dropdown. 3. You'll land on the profile edit page (/users/edit). Editable Profile Fields | Field | What it does | |---|---| | First name / Last name | Appears on outbound emails, notes, and in team member lists. | | Email address | Your login email and the reply-to address for outbound emails you send. Changing this updates your login credentials. | | Phone number | Your direct cell number for call-forwarding and SMS engagement. Formatted as (555) 123-4567. | | Job title | Displayed on your profile and in team member directories. | | Profile photo (avatar) | Upload a square image — displays in the inbox, on outbound emails, and in team views. | | Timezone | Controls how times display throughout BrokerKit (tasks, appointments, campaign send times, reports). Pick any US/Canada zone — Eastern (EST/EDT), Central (CST/CDT), Mountain (MST/MDT), or Pacific (PST/PDT). | | Email signature | HTML signature appended to emails you send. Use the built-in editor to add links and images. (Visible to users with lead-management permissions.) | How to Update Your Profile 1. Open My Profile (see above). 2. Edit any field inline. 3. Click Save — changes take effect immediately. Updating Your Phone Number Your phone number is used for: - Call forwarding from your BrokerKit phone number - SMS reply notifications - Caller ID when dialing out from BrokerKit To update it, open My Profile, edit the Phone number field, and click Save. The change applies immediately. Update on a new phone? Test forwarding by calling your BrokerKit number — see [How to set or update my Brokerkit phone number or forwarding number]. Changing Your Profile Photo Click your existing avatar (or the placeholder) on the profile page and upload a new image. PNG or JPG, square crops work best. Changing Your Timezone Your profile timezone controls how times appear in tasks, appointments, campaign send times, and reports. 1. Open My Profile. 2. In the Timezone dropdown, pick the zone you want — for example, switch from Eastern Time (EST/EDT) to Pacific Time (PST/PDT). 3. Click Save. The change applies immediately and updates how times display in tasks, appointments, campaign send times, and reports going forward. If you've changed timezones (for example, you used to be in EST and are now in PST), update this field once and BrokerKit will use the new zone everywhere. What's NOT on the User Profile Page These live elsewhere: - Password → [Creating or Changing Your Account Password] - Notification preferences (email/bell alerts) → Settings → Notifications - Team workspace settings (brand, working hours, lead routing) → Team Settings (admins only) - Billing & subscription → Settings → Billing Frequently Asked Questions Q: I changed my email but my login still uses the old one. A: You're signed in with a session token. Log out and sign in with the new email to confirm the change. Q: My teammates still see my old photo. A: BrokerKit caches avatars. Ask them to refresh; the new photo will appear within a few minutes. Q: Timezone is wrong on my reports. A: Reports use your profile timezone. Update it, then re-run the report. Q: Can I switch from EST to PST (or any other timezone)? A: Yes. Open My Profile, choose the new zone in the Timezone dropdown (Eastern, Central, Mountain, Pacific, or any other supported zone), and click Save. Times in tasks, appointments, campaign send schedules, and reports will use the new zone immediately. Q: Can I have different profile info on different teams? A: No — profile fields are user-level and apply across all teams you belong to. Team-specific settings (role, permissions) are managed by each team admin.

Last updated on May 03, 2026