Quick Filters, Advanced Filters, and Saved Searches
Brokerkit gives you four ways to narrow your audience: the Search bar for text lookups, Quick Filters for common one-off
criteria, Advanced Filters for precise multi-condition queries, and Saved Searches for reusable filter combinations. All
four live on the same row right under the search bar on Recruiting Today and Leads, on Retention Today and Team, and on
Archived contacts.
Today screen with Quick Filters, Advanced Filters, and Saved Searches links
Search bar
Click the Search bar at the top of the page.
If you need an exact match, put your search in "quotes" to pull only exactly what you've typed. Leaving the bar empty
and pressing enter will return all your leads in the Recruiting or Retention menu, depending on which side of Brokerkit
you're working on.
You can search for names, email addresses, phone numbers, company names, office IDs, or agent IDs. If you want an exact
match on a company name, add it also in quotes like "Keller Williams."
If you find that some leads are unsearchable, they are likely newly imported leads, and there may be a delay in creating
the new contact.
📝 Note: If you're having trouble identifying whom you're texting with, reply to the text with ? who to get information
texted to you or find them with the Engagement filter.
Quick Filters
Use Quick Filters for common one-off criteria, such as Status or Owner. For multiple conditions or a reusable list, use
Advanced Filters.
Advanced Filters
Click the Advanced Filters link to open the slide-out panel on the right side of the screen. The same panel works on
Tasks, Documents, and Videos pages too — the property list adapts to whatever you're filtering.
Empty Advanced Filters panel with one filter row
How a filter row works
Each row in the panel is built in four steps:
1. Select category — pick a group like Contact Info, Location, Production & Performance, or Activity & Engagement.
2. Select property — pick the specific field within that category (e.g., City, Status, Engagement, Last Activity).
3. Select operator — pick how the value should be matched (is, is not, is any of, is none of, contains, is between, in
the last, etc.). The operators that show up depend on the property type.
4. Value — type a value, pick from a dropdown, or pick a date. Some operators (like is empty or today) don't need a
value — you'll see "No value required."
Click + Add another filter to stack more rows. You can stack up to 20 conditions in a single search. Each row has a
Clear link to wipe the value, and a trash icon to remove the row entirely.
AND vs. OR
When you add a second row, an AND / OR toggle appears between rows:
- AND — results must match every filter row.
- OR — results must match any filter row.
Two filter rows joined by AND
Two filter rows joined by OR
You can flip the toggle to switch the whole search between AND and OR at any time. AND and OR cannot be mixed in the
same search — the whole search is either all-AND or all-OR. This keeps results predictable.
Operators by property type
The operator list adapts to whatever property you pick:
| Property type | Operators | |---|---| | Text (Name, Company, City, Note) | is, is not, contains, does not contain,
starts with, ends with, is empty, is not empty | | Number (Production $, Average Sales Price) | is, is not, greater
than, greater than or equal, less than, less than or equal, between, is empty, is not empty | | Date — exact (Birthday,
License Expiration) | on, before, after, between, is empty, is not empty | | Date — relative (Last Activity, Task Due
Date) | in the last, in the next, more than ago, today, this week, this month, this quarter, this year, is empty, is not
empty | | Yes/No | is true, is false | | Single-select dropdown (Status, Owner, Source) | is any of, is none of, is
empty, is not empty | | Multi-select dropdown (Labels, Campaigns) | is any of, is none of, is empty, is not empty |
What you can filter on (contacts)
Properties for contacts are organized into categories. The fields you see depend on your view and the integrations
enabled for your team:
- Contact Info — name, company, source, license details, birthday, anniversary, phone and email fields
- Location — home address and home/office city, state, county, and ZIP/postal code
- Ownership & Assignment — owner and referrer
- Agent ID and Owner are different fields. Use Contact Info → Agent ID to match a contact's Agent ID. Use Ownership &
Assignment → Owner to match the Brokerkit user assigned to the contact.
- Production & Performance — production totals, units, changes, average sales price, production value, and rating
- Status & Pipeline — status and contact type
- Dates — referred and joined dates
- Calls — call count and date, who called, direction, disposition, duration/talk time, and whether a recording exists
- Activity & Engagement — last activity plus event-specific email, text, call, note, appointment, and unsubscribe
activity
- Appointments — appointment activity and last appointment. You can filter by appointment dates and appointment count,
but there is no appointment-owner filter. Use the available appointment filters to narrow the contacts, then review
the relevant contact timelines when you need owner-specific context.
- Campaigns — campaign membership, status, start date, and end date
- Labels & Tags — labels
- Tasks — task category, status, and due date
- Candidate Score — candidate scoring fields when viewing candidates for a job
If your team has the Relitix MLS integration enabled, you will also see Relitix Analytics fields such as switch risk,
listing effectiveness, production geography, office distances, and update dates. Teams with Relitix Agent Alerts can
filter by new or largest listings and closings, new contracts, transaction role, co-broke details, property information,
and when the alert occurred.
If your team has the Courted integration enabled, a Courted category includes fields such as Agent Classification, Agent
Tenure, Average Time at Office, Brand Name, Future Growth, Last Updated, Likelihood to Move, LTM Estimated GCI, Office
Rank, Pending Listings, and most-transacted location. See Finding Your Courted Contacts for an example.
See How to configure the Relitix Integration in Brokerkit for Relitix setup.
Why a user isn't showing in the Owner filter
The Owner dropdown in Quick Filters and Advanced Filters → Ownership & Assignment → Owner lists users who already own at
least one contact; it is not the full team roster. Assign the new user as Owner of any contact (or use the Change Owner
bulk action), then refresh after a short indexing delay.
Filtering by a production-value range (concrete example)
To find agents whose annual production sits inside a specific dollar range — for example, agents making between
$3,000,000 and $9,000,000 in Total $ Production LTM:
1. Open the Advanced Filters panel.
2. Add a filter row:
- Property: Total $ Production LTM (under Production & Performance)
- Operator: between
- Value: 3000000 and 9000000
3. Click Apply Filters.
The between operator also works with other numeric production properties. Add more rows with AND to narrow the list; a
search uses either all-AND or all-OR.
Applying a filter and viewing results
Click Apply Filters at the bottom of the panel. The main view replaces the contact list with a results view that shows:
- A Back to Contacts link at the top to return to the normal view.
- Active filter pills for each condition. Click the X on a pill to remove that condition.
- Pipeline tabs to switch between Recruiting, Retention, and Archived matches.
- The standard contact table with checkbox selection and a 10 / 25 / 50 / 100 page-size selector.
- The full bulk action toolbar when you select contacts — Add Label, Send Email, Add to Smart Campaign, Add Task, Add
Note, Move to, Delete, and more.
Closing or minimizing the panel
- X (close) — fully closes the panel and clears your in-progress filters.
- Cancel — closes the panel and clears your in-progress filters.
- Reset — wipes all filter rows back to one empty row.
- Clicking outside the panel or pressing Escape minimizes it (your filters are kept).
Your in-progress filters are remembered in your browser for 7 days, so they're still there when you come back. The saved
state is per-browser and per-user — your teammates don't see your in-progress filters.
Saved Searches
When you have a filter combination you'll run again, save it as a Saved Search so you don't have to rebuild it every
time.
Saving a search
1. Build your filter in the Advanced Filters panel.
2. Click Save Search in the panel footer.
3. Enter a name (up to 100 characters) and an optional description (up to 500 characters).
4. Click Save. You'll see a "Search saved successfully" confirmation.
The filters stay in the panel after saving, so you can keep refining or apply them right away.
Finding and running a saved search
Click Saved Searches next to Advanced Filters to view your teams saved searches, including their name, owner, contact
count, and available actions.
- Click the name to open the results view — same table and bulk actions as a regular filter run, plus pipeline tabs.
- Star ★ — favorite the search to pin it to the top of your list. Favorites are per user, so your favorites don't
change anyone else's view.
- Edit ✏ — open the search in the Advanced Filters panel for tweaking. Editing mode hides Reset, Apply, and Minimize
so you don't lose your edits.
- Delete 🗑 — remove the saved search (with a confirmation prompt). Admins can edit or delete any team Saved Search,
including one created by another teammate. Internal Staff users can edit or delete only Saved Searches they own.
External users, such as Agent or Affiliate users, cannot use these controls.
Sharing within your team
Saved Searches are team-wide: every member of your team sees the same list, while favorites stay private to each user.
Saved Searches are not shared across teams within the same organization. When you copy or bookmark a Saved Search URL,
Brokerkit keeps the team context in the link so it reopens for the intended team.
Bulk actions on the Saved Searches list
Tick the checkboxes for one or more saved searches to use the two list-level bulk actions:
- Change Owner — reassign saved searches to a different teammate.
- Delete — remove multiple saved searches at once.
Saved Searches vs. Labels
Saved Searches and Labels solve different problems:
- Use a Saved Search when membership is defined by criteria (e.g., "Top producers in Denver" — anyone who matches the
filter is in, anyone who doesn't is out, automatically).
- Use a Label when membership is defined by hand (e.g., "VIP relationships" — you decide who gets the tag).
You can also combine the two — filter by a Label inside a Saved Search to layer manual curation on top of dynamic
criteria. See Using Labels to Group your Contacts.
Common use cases
- Maintain a contact list with email bounces — add Activity & Engagement → Engagement → Email Bounces and Activity &
Engagement → Time Period (for example, Unlimited), apply, then click Save Search.
- Find agents with a recent closing — Relitix → Agent Alert - New Closing → in the last → 7 days. Save the search,
then use the alert variables in a bulk email or text to personalize the follow-up with property details.
- Find Courted agents most likely to move with 2–10 production units — Courted → Likelihood to Move → is any of → High
AND Production & Performance → Total # Production LTM → greater than or equal to → 2 AND less than or equal to → 10.
- Build a call-accountability list — use the Calls category to filter by call count, date, caller, direction,
disposition, duration, or recording, then combine it with reply activity when needed.
- Find campaigns that already ended — filter by campaign end date or status, then save the result for follow-up.
- Exclude text opt-outs from an audience — Activity & Engagement → Text Unsubscribes → is empty. Use is not empty to
review opted-out contacts. See How to manage opt-out requests for SMS/MMS text messages.
- Exclude your own franchise or another brand from outreach — add one Contact Info → Company → does not contain row
for each known name variation and join them with AND. Review the results, then save the filter for bulk email or
campaign audiences.
- Find contacts with upcoming follow-ups — Tasks → Task Due Date → in the next → 7 days.
- Find contacts NOT in any campaign — Campaigns → Campaigns → is empty.
- Find contacts missing a license number — Contact Info → License Number → is empty.
- Re-engage stale leads — Last Activity → more than ago → 60 days AND Status → is any of → Contact Made, Contact
Attempt.
Finding Bulk Email and Campaign Recipients
If you sent an email to a large group (bulk, blast, or campaign) and need to verify it was sent or find who received it
— without knowing individual names — use these methods:
If you sent via a Smart Campaign:
1. Go to Campaigns in the left sidebar and find your campaign by name.
2. Click the Reporting tab to see aggregate stats (enrolled, sent, opened, clicked).
3. Use the Campaigns filter in Advanced Filters to see all contacts enrolled in that campaign.
4. Use the Engagement filter → Email Opens or Email Clicks with a time period to find everyone who engaged.
If you sent as a Bulk/Blast Email:
1. Check the Notification Center (bell icon, top right) for send confirmations.
2. Use the Engagement filter in Advanced Filters → Email Opens or Email Clicks, with a time period that matches when
you sent.
3. Bulk email recipients cannot be found via the Last Activity filter — bulk emails don't update the Last Activity
date.
If you sent individual 1-on-1 emails:
- Use the Last Activity filter with a date range matching when you sent. Individual emails sent from a contact profile
DO update the Last Activity date.
For text messages (all types):
- Texts (individual, bulk, and campaign) DO update the Last Activity date.
- Use the Last Activity filter with a date range, OR the Engagement filter → Text Replies.
For more details, see How Do I Find Who Received My Bulk Email or Campaign?.
Postal Code / ZIP Filtering
Use the standard Location filters for home or office ZIP/postal code. Depending on the contact data available, you can
also filter by home address, city, state, or office county.
If your team has the Relitix integration, the Relitix Analytics category also includes specialized Center of Production
Postal Code and Office Postal Code fields. See How to configure the Relitix Integration in Brokerkit for setup.
Sorting and Organizing Contacts
In the Leads table, you can sort contacts by any column: Status, Contact Name, Total $ Prod LTM, Company, Referred On,
and Owner. Click a column heading to sort; click again to reverse direction. Sorting works on top of any Advanced
Filters you've applied — filter first, then sort the results.
Exporting Filtered Contacts to CSV
Once you've applied your filters, the list shows only the contacts that match.
1. Click the Download CSV button on the right.
2. The system generates a CSV exported file and emails it to you. The email comes from noreply@u.getbrokerkit.com with
the subject "[Brokerkit] Exported data" and contains a download link.
For a full-account export, first click Search with nothing entered to show everyone, then click Download CSV. Run the
export separately in Recruiting, Retention, and Archived if you need all three lists. See How can I view all my leads or
team members at once?.
Troubleshooting: Not Receiving the CSV Export Email?
If you are not receiving the email with your CSV export, here are the most common causes:
1. You may be on our email suppression list. If you previously clicked an "unsubscribe" link on one of our internal
notification emails, your address was added to a suppression list. This prevents you from receiving all notification
emails from Brokerkit, including CSV export downloads, import results, and other system notifications.
2. Check your spam/junk folder. The email comes from noreply@u.getbrokerkit.com with the subject "[Brokerkit] Exported
data."
If you believe you are on the suppression list, please contact our support team at support@brokerkit.com and we will
remove your email so you can receive notifications again.
