Home Getting Started: Integrations

Getting Started: Integrations

Barb Bibiana Jim Turner
By Brokerkit Product and 2 others
• 12 articles

Integrating with Zapier for importing leads or agents

Brokerkit offers several ways to connect with external tools and platforms. You can use the Social Media Lookup feature within contact profiles to connect your contacts with their respective social networks. Here you'll find additional articles covering different integrations available in Brokerkit. In this particular article, you'll learn how to set up an integration using Zapier. The procedure below details the steps to integrate Zapier with Brokerkit to import leads or agents into Brokerkit via the Brokerkit API from apps on the Zapier platform. You will first need to set up a Zapier account at zapier.com and then connect Zapier with one of your apps where you capture leads like these on the Zapier platform. Get stuck? If you have trouble setting up your Zapier integration, you can schedule a free support call with our BrokerKit Support team through the Training Calendar. Look for the BrokerKit Support event to book a time. These sessions are included with your account at no additional cost. Helpful Resources: For a full reference of all API parameters, valid values, and response formats, visit the BrokerKit API Documentation Portal. You can also use the portal to test API queries interactively before setting up your Zap. For a general overview of the BrokerKit API, see the BrokerKit API help article. 1. Create a Zap in Zapier: Log in to your Zapier account. Once logged in, click on the Create Zap button located at the top left corner of the dashboard. 2. In the Trigger section, you'll see an option to Choose App & Event. In the search bar, type "Google Contacts" and select it from the dropdown menu. Step 2 3. Choose Google Contacts as the Trigger App: Under Trigger Event, choose the appropriate event that will start your Zap. Click Continue. 4. Connect Google Contacts to Zapier: Click Sign into Google Contacts. A window will open to connect your account. Once Google Contacts is connected, a green check should confirm that the account has been successfully connected. Click Continue. 5. Click Test Trigger to ensure Zapier is able to pull in a sample record from your Google Contacts account. If successful, you will see sample data appear on your screen. Pull in a Sampleand clickContinue with selected record. Step 5 6. Add Step 2to your Zap. Click on Add a Step (usually a plus icon "+") below your trigger step). In the search bar, type "Webhooks by Zapier" and select it. Step 6step 15.2 7. Choose Action Event as POSTand select Continue. step 16 8. Type in the URL and select Payload Type for Brokerkit, as shown below. - URL: https://api.getbrokerkit.com/v2/leads - Payload Type: Json (select from dropdown) 9. As shown below, you can map the fields on the right from your integration in the Zap with the related Brokerkit field on the left. For a complete list of all available fields and their valid values, see the BrokerKit API Documentation Portal. Here are the most commonly used fields to map for import: | | | | --- | --- | | Brokerkit Fields | Zapier Inputs | | first_name | * String value for First name. | | last_name | * String value for the Last name. | | phone | * Valid phone numberin US format(+1XXXXXXXXXX) * If the phone number is not in the correct format from the other system, you can use the Zapier Formatter app to change the phone number to this format | | email | * Valid email address. | | note | * String value for Referral/Agent Notes * For any fields in your other system that don't have an equivalent field in Brokerkit, you can map them to the notes field here | | source | * Hard-code the source name you want to show on the lead profile in Brokerkit. * Please select one of the existing options in the Source field dropdown and type it the same way. * You can create new custom sources to leverage in your Brokerkit account at Account Settings>Sources. * You can use this combined with Source-based Campaign Triggers described here to automatically trigger campaigns on the new records. | | owner_email | * Use this attribute if you want to assign an Owner to new leads * Owner email must be the "Main" email address set for an existing Brokerkit user in this account with the Admin or Staff role | Here is a screenshot of what that looks like in Zapier: Here are some other fields you can map for import that are less common: | | | | --- | --- | | currently_at | * String value for the company where the recruiting lead currently works. | | birthday | * Date of birth. * String value for birthday, format dd/mm/yyyy. | | alt_address | * Use this field for the home address * String value for street address. | | alt_city | * Use the field for home address city * String value for the city. | | alt_zip | * Use this field for home address zip code * String value for zip code. | | office_address | * Use this field for the office address * String value for street address. | | office_city | * Use this field to capture the office city * String value for the city. | | office_zip | * Use this field to copy the office zip code * String value for zip code. | | product | * Only use this field to create an agent for retention vs. a lead for recruiting in Brokerkit. * Please enter retention as the input if you'd like to create an agent vs. a recruiting lead. | | rating | * Pipeline Rating. * Integer value from 4 to 10 | | production_ytd | * Total sales volume (buy-side and sell-side) in dollars for the LTM (Last Twelve Months) | | production_label | * Production Label. * Must be one of these mega, super, mid, low, new, in_school, not_licensed | | owner_email | * This field can assign the contact to an existing Brokerkit user. * You can enter their Brokerkit user email address as the input if you'd like to assign the contact to a user. | | referrer_email | * This field can be used to assign a member of your team who referred the recruiting lead. * Enter their Brokerkit user email address as input if you wish to assign a member of your team as the recruiting lead's referrer. | | resume_url | * Value refers to an URL that contains a contact's resume in PDF format * The file should be public | | document_urls | * Value refers to an URL that can contain these supported file types: + PDF + Image (PNG, JPG, JPEG) + MS Word (DOC, DOCX) + MS Excel (XLS, XLSX) + PowerPoint (PPT, PPTX) + Plain Text (.txt) (can be uploaded but can not be displayed in the BK UI) + Rich Text Format (.rtf) (can be uploaded but can not be displayed in the BK UI) + CSV (can be uploaded but can not be displayed in the BK UI) * The file should be public | 10. Please select/type in fields under Wrap Request In Array, Unflatten, and Headers. (You may copy and paste values from the table below). When pasting in the Brokerkit API, remove the double-quotes. Select Continue. Wrap Request In Array select no from the drop-down Unflatten select yes from the drop-down Headers Content-Type application/json Authorization Token token="paste Brokerkit API Key here with no spaces" step 19 11. To find your API key for Brokerkit, visit the Team Settings section of your Brokerkit account, then under Team Api Key click the Copy to Clipboard button to copy your API Key for your Team. step 20-1 12. With all the fields specified above completely filled out, test your integration by clicking Test Step, as shown below. Tip: Before testing in Zapier, you can verify your API request works correctly using the BrokerKit API Documentation Portal, which lets you test queries interactively and see the expected response format. step 21 13. A green checkmark will indicate the test was successful and would enable you to Publish your newly created Zap. If the test is successful, click Turn on Zap to activate both the integration and email notifications. You will receive a confirmation that your Zap is live. Verify Email Notifications: Ensure that every time a new lead is added to Brokerkit, you receive an email notification. This will help you stay on top of new leads without having to constantly check your Brokerkit dashboard. step 22-1 14. Verify the Integration in Brokerkit: Log in to your Brokerkit account. Navigate to your dashboard to check if the leads from Google Contacts are appearing correctly. The leads should appear in Search Results. If everything is set up properly, new leads will automatically be added to Brokerkit. You are then all set! Need Help Setting Up Your Zapier Integration? Setting up a Zapier integration can be tricky, especially if you're not familiar with API configurations. If you get stuck at any step or would prefer a guided walkthrough, our BrokerKit Support team is here to help. Schedule a free support call: Training Calendar Just go to the Training Calendar and look for the BrokerKit Support event to book a time that works for you. These sessions are included with your account at no additional cost — you can schedule as many as you need. Additional Resources - BrokerKit API Documentation Portal — Full API reference with all endpoints, parameters, and interactive testing - BrokerKit API Overview — General API setup, authentication, and key concepts

Last updated on Apr 22, 2026

How to integrate with Wizehire via Zapier

Below are the procedures on how to integrate Wizehire with Brokerkit via Zapier: 👉 Tip: First, go here to get a 10% referral discount on Wizehire: https://wizehire.com/brokerkit 1. Create a Zap in Zapier: Log in to your Zapier account. Once logged in, click on the Create Zap button located at the top left corner of the dashboard. In the Trigger section, you'll see an option to Choose App & Event. In the search bar, type "WizeHire" and select it from the dropdown menu. Step 1-2 2.Choose WizeHire as the Trigger App: Under Trigger Event, choose the appropriate event that will start your Zap. Click Continue. Step 2.1 Step 2.2 3. Connect WizeHire to Zapier: Click Sign in to WizeHire. Step 3 4. A window will open to enter your WizeHire API Key. Step 4 5. Your Wizehire API Key for Zapier can be found on your Wizehire dashboard by clicking your Name on the upper right side ->Settings > Integrations.Copy theAPI Keyand paste it on the Zapier pop-up window in Step 4.step 5 6. Click Yes, Continue to connect your WizeHire account to Zapier. Once the Wizehire API Key is added, a green check should confirm that the account has been successfully connected. step 6 7. Pull in a Sampleand click Continue with selected record. Click Test Trigger to ensure Zapier is able to pull in a sample record from your WizeHire account. If successful, you will see sample data appear on your screen. step 7 8. Add Step 2 to your Zap. Click on Add a Step (usually a plus icon "+" below your trigger step). step 8 9. SelectFormatter by Zapier. In the search bar, type "Formatter by Zapier" and select it. step 9-1 10. Select Numbers for Action Event and click Continue. Step 10� 11. Under Transform, select Format Phone Number.step 11 12. In the Values field, select the Phone number field that Zapier pulled from the WizeHire sample. step 12 13. Under To Format field,  choose the desired phone number format. Click Continue. step 13 14. Select Test Step. A G****reen check should confirm it has successfully processed 2nd Step. Click Continue. step 14 15. Choose 3rd Step: Add a third step to your Zap for Webhooks by Zapier. Click Add a Step (the plus icon "+"). In the search bar, type "Webhooks by Zapier" and select it. step 15.1step 15.2 16. Choose Action Event as POSTand select Continue.step 16 17. Type in the URL and select Payload Type for Brokerkit, as shown below. - URL: https://api.getbrokerkit.com/v2/leads - Payload Type: Json (select from dropdown) step 17 18. Match the fields below with the parameters on the left exactly as shown below. (Please copy and paste and or select as applicable): | | | | --- | --- | | Brokerkit Fields | Wizehire Inputs | | first_name | select First name on the drop-down | | last_name | select Last name on the drop-down | | source | type in Wizehire | | office_address | select Job location on the drop-down | | note | Type in: job title: + select Job title on the dropdown DISC URL: + select DISC URL assessment URL: + select Assessment URL on the drop-down | | phone | select Step 2 Phone on the drop-down | | email | select Email on the drop-down | | resume_url | select Resume PDF Url on the drop-down | | document_urls | select Documents Urls on the drop-down | step 18 19. Please select/type in fields under Wrap Request In Array, Unflatten, and Headers. (You may copy and paste values from the table below). When pasting in the Brokerkit API, remove the double-quotes. Select Continue. | | | | --- | --- | | Wrap Request In Array | select no from the drop-down | | Unflatten | select yes from the drop-down | | Headers | | | Content-Type | application/json | | Authorization | Token token="Paste Brokerkit API here with no spaces" | step 19 20. To find your Brokerkit API key, visit the Team Settings section of your Brokerkit account, then under Team Api Key click the Copy to Clipboard button to copy your Brokerkit API Key for your Team.step 20-1 21. With all the fields specified above completely filled out, test your integration by clicking Test Step, as shown below. step 21 22. A green checkmark will indicate the test was successful and would enable you to Publish your newly created Zap. If the test is successful, click Turn on Zap to activate both the integration and email notifications. You will receive a confirmation that your Zap is live. Verify Email Notifications: Ensure that every time a new lead from WizeHire is added to Brokerkit, you receive an email notification. This will help you stay on top of new leads without having to constantly check your Brokerkit dashboard. step 22-1step 22.1-1 23. Verify the Integration in Brokerkit: Log in to your Brokerkit account. Navigate to your dashboard to check if the leads from WizeHire are appearing correctly. Open advanced search, select WizeHire as the Source and click Search. The leads should appear in Search Results. If everything is set up properly, new leads from WizeHire will automatically be added to Brokerkit. You are then all set!step 23-1

Last updated on Nov 27, 2025

Brokerkit API

Overview The BrokerKit API allows you to programmatically create and update contacts (leads and agents) in your BrokerKit account. You can use it for integrations with other platforms, automated imports, and custom workflows. For the complete API documentation — including all endpoints, parameters, request/response formats, and interactive testing — visit the BrokerKit API Portal: BrokerKit API Documentation Portal The portal lets you browse all available endpoints, see detailed parameter descriptions, and test API queries directly without writing any code. Getting Started API URL The API base URL is: https://api.getbrokerkit.com/v2 All request URLs must be appended to this base URL. For example, to create a lead, make a POST request to https://api.getbrokerkit.com/v2/leads. Finding Your API Key 1. Log into your BrokerKit account 2. Navigate to Team Settings 3. Under Team Api Key, click the Copy to Clipboard button API Key Location Request Headers With every request, you must include the following headers: - Authorization: Token token=YOUR_API_KEY - Content-Type: application/json What Can You Do with the API? - Create contacts — Add new recruiting leads or retention agents - Update contacts — Modify existing records (duplicate detection by email or agent ID) - Test requests — Validate your API calls without saving data by setting test: true - Attach files — Include resumes and documents via public URLs For the full list of endpoints, parameters, valid values, and example requests, see the API Documentation Portal. Using Zapier (No Code Required) If you prefer a no-code approach, you can connect BrokerKit with hundreds of apps using Zapier. See our step-by-step guide: Integrating with Zapier for Importing Leads or Agents Quick Reference Response Codes | Response Code | Returned When | | --- | --- | | 200 OK | Successful GET request | | 201 Created | Resource successfully created | | 204 No Content | Resource successfully updated | | 400 Bad Request | Erroneous request (e.g., missing required parameter) | | 401 Unauthorized | Invalid API key | | 403 Forbidden | No access to the resource | | 404 Not Found | Requested resource not found | | 422 Unprocessable Entity | Validation errors (e.g., invalid email format) | Key Things to Know - Duplicate detection: Records match on email address or agent_id. If a duplicate is found, the existing record is updated; otherwise, a new record is created. - Test mode: Include "test": true in your request to validate without saving data. You can also test queries interactively using the API Documentation Portal. - Recruiting vs. Retention: To create an agent in retention instead of a recruiting lead, include "product": "retention" in your request. - File attachments: Use resume_url for a PDF resume and document_urls for other files. Files must be publicly accessible. For the complete parameter reference, example requests, and response formats, visit the API Documentation Portal.

Last updated on Jan 27, 2026

How to set up a Corporate Microsoft Account for use in BrokerKit

BrokerKit_Need_Admin_Approval_Screen.png Step 1: Accessing the Azure Portal 1. Open your web browser and navigate to the Azure Portal. 2. Sign in with an account that has administrative privileges within your corporate Microsoft account. This is crucial as only users with admin roles can adjust permissions and consent settings required by BrokerKit. Step 2: Navigating to Enterprise Applications 1. Once logged into the Azure Portal, locate the Search bar at the top of the page. 2. Type in "Enterprise applications" and press Enter. This action directs you to the Enterprise Applications section within the Azure Portal, which manages your organization's application settings and permissions. ______________2019-10-14___23_04_58 Step 3: Adjusting Consent and Permissions 1. On the Enterprise Applications page, you will see a variety of options. Look for the "Consent and permissions" link located on the left side menu under the "Security" section and click on it. This section allows you to manage how permissions and consent are handled within your organization for external applications like BrokerKit. 2. Within the Consent and Permissions page, find the setting titled "User consent for applications". It's important to adjust this setting to enable individual users within your organization to consent to applications themselves, streamlining the process for using BrokerKit. Step 4: Allowing User Consent 1. Change the setting for "User consent for applications" to "Allow user consent for apps". This setting empowers individual users to grant consent to BrokerKit and similar applications without needing each request to be approved by an admin, facilitating smoother onboarding and usage. 2. After selecting this option, don't forget to click the "Save" button to apply your changes. It's essential to note that changes may take between 10 to 15 minutes to take effect across your organization's Microsoft services. Zrzut ekranu 2024-02-8 o 21.00.01 1. Identifier (Entity ID): api://1aa3644b-7d82-4d4b-a0d5-dd51d2cc2eed 2. Reply URL (ACS Url): https://getbrokerkit.com/users/auth/microsoft_graph/callback 3. Sign-on URL: https://getbrokerkit.com/users/sign_in Need Help? If you or a team member still can't log in after these changes, we're happy to walk you through it. Just say "talk to human" in the chat and it will escalate to a person, or email support@brokerkit.com and we'll schedule a meeting to help you set this up. You'll need someone with Microsoft Office 365 administrative privileges available during the call. **📝 *Note:***This setting will be applied within 10-15 minutes.

Last updated on Jun 09, 2026

How to configure the Courted Integration in Brokerkit

How to configure the Courted Integration in Brokerkit Brokerkit's Courted integration is a direct integration that automatically syncs agent data from Courted into your Recruiting and Retention databases — this is one of Brokerkit's two automatic MLS data source integrations (the other being Relitix). Once you configure your Courted API key and import query, Brokerkit runs nightly automatic imports to keep your contacts up to date with the latest MLS agent information from Courted. No manual exports or imports are required. Other MLS data providers like BrokerMetrics, REality, and MarketView Broker require manual CSV exports and imports — only Relitix and Courted sync automatically. https://www.youtube.com/watch?v=9HQABgtVflQ Related Articles - Setting Up Courted Lists for Brokerkit Import - Finding Your Courted Contacts 1. Before we get started Before we get started, make sure you have: Admin access to Brokerkit. An active Courted subscription with API access. At least one watchlist or saved search is configured in Courted with contacts you want to import 2. Open Brokerkit Today Page Let's start by setting up your Courted API key. First, navigate to your Brokerkit today page Open Brokerkit Today Page 3. Access Contact Import and click Contact Import under the Data menu Access Contact Import 4. Click MLS Settings Click the MLS Settings tab Click MLS Settings 5. Add New MLS Click Add MLS to start adding new MLSs to your account. Add New MLS 6. Enter MLS Name Search the name of your MLS and select it from the dropdown menu Enter MLS Name 7. Update MLS Settings Click Update MLS to save the new MLS configuration. Update MLS Settings 8. Access MLS Configuration Click to open the detailed configuration for the selected MLS. Access MLS Configuration 9. Manage MLS Data Source In the MLS Data Source settings Manage MLS Data Source 10. Select Courted Option Click Courted as the selected Data Source Select Courted Option 11. Open API Key Field Enter your Courted API key Open API Key Field 12. Save API Key Click Update to save the API key and enable the integration. Save API Key 13. Return to Data Menu Click Back to return to the MLS Settings main menu Return to Data Menu 14. MLS List Access the list of MLS services associated with your account. MLS List 15. Review Phone Mapping Recommendation Note the recommendation to activate Preferred Phone mapping for this specific MLS integration. Review Phone Mapping Recommendation 16. Access Phone Mapping Settings Click the gear to turn on Preferred Phone setting Access Phone Mapping Settings 17. Enable Phone Mapping Option Some MLSs don't provide cell phone numbers, they only have a preferred phone field. When you enable this option, Brokerkit automatically maps the preferred phone to the cell phone field for contacts from those MLSs. This applies to about 13 MLSs that are configured this way. Enable Phone Mapping Option 18. Save Phone Mapping Changes Click Update to save the changes to phone mapping settings. Save Phone Mapping Changes 19. Creating Your First Courted Import Query Now lets create your first Courted Import Query Creating Your First Courted Import Query 20. MLS Import Tab Click the MLS Import Tab MLS Import Tab 21. Choose Courted Provider Click the Add Import Query button and select Courted Choose Courted Provider 22. Access Courted Email Field First is the Courted Email field. This automatically populates with your Brokerkit account email. If your Courted account uses a different email address, update it here. This email must match a Courted account that has access to the watchlists or saved searches you want to import. Access Courted Email Field 23. MLS Multi Select Next, select the MLSs you want to import agents from. Only MLSs that have been configured with your Courted API key will appear here. MLS Multi Select 24. Review Selected MLS Options You can select multiple MLSs. Selected items show as green tags. Click the X to clear all selections if needed. Review Selected MLS Options 25. Import Source The Import Source dropdown lets you choose between importing from a Watchlist or a Saved Search. Both options pull contact data from Courted, but watchlists are curated lists you've created, while saved searches, are dynamic queries, that update automatically. Import Source 26. Watchlist or Saved Search Once you select an import source, the Source List dropdown becomes active. This will show all watchlists or saved searches associated with your Courted email. Select the one you want to import. Watchlist or Saved Search 27. Naming the Query The Import Query Name field lets you name this import. By default, 'Use watchlist or saved search name' is toggled on, which automatically uses the name set in Courted. Toggle it off if you want to enter a custom name. Naming the Query 28. Select "Recruiting" or "Retention" This important dropdown determines whether imported contacts go into your Recruiting or Retention pipeline. Choose Recruiting for contacts you want to recruit to your brokerage, or Retention for contacts already with your brokerage that you want to track. Select 'Recruiting' or 'Retention' 29. Review Import Query Summary Pro tip: Keep your Courted lists separate: one for recruiting, one for retention. When you import, whichever option you choose applies to the entire list. Mixed lists mean some contacts will end up in the wrong place. Review Import Query Summary 30. Add Labels You can add labels that will be automatically applied to all imported contacts. Enter comma-separated labels like 'Courted Import' or 'High Potential' to help organize your contacts. Add Labels 31. Activate Email Notifications Enable email notifications if you want to receive emails when imports complete or encounter issues. This is off by default. Activate Email Notifications 32. Save Import Query When everything is configured, click Save Query. Brokerkit validates your settings - if anything is missing, you'll see specific error messages. Save Import Query 33. MLS Import grid Your import query now appears in the MLS Import grid. You can see its name, provider shows 'Courted', and the status is 'Never Run' since we just created it MLS Import grid 34. Trigger the Import To run an import immediately, click the Trigger Query Import button. This starts a manual import right away. Trigger the Import 35. Nightly Schedule The schedule button controls nightly automatic imports. By default, it's enabled - your query will run automatically every night to capture any updates from Courted. Click it to disable scheduled imports if you prefer manual control. Nightly Schedule 36. Confirm Import Start Notification You'll see a confirmation that your import has started. If you enabled email notifications, you'll receive an email when it completes. Confirm Import Start Notification 37. Query Count Notice the Query Result Count shows how many agents are in your selected watchlist or saved search. Courted has a maximum export limit of 1000 contacts - if your query exceeds this, you'll see a warning. Consider refining your watchlist or saved search in Courted if needed since only the same first 1000 contacts will be imported each time. Query Count 38. Status The query status updates as the import progresses - from In Progress to Success. Status 39. Last Run The Last Run column shows when the import is completed. Last Run 40. Partial Fail If any issues occur, you'll see Failed or Partial Fail with tooltip explanations. For example Partial Fail 41. Review Partial Import Notice Partial Fail status: it tells you exactly how many contacts were skipped and why. Usually, this happens because your watchlist or saved search contains contacts from MLSs that weren't selected in your query. Review Partial Import Notice 42. Add missing MLSs to query dropdown Simply edit the query, select the additional MLSs from the dropdown, and re-run the import to capture those missing agents. Add missing MLSs to query dropdown 43. MLS Settings to add missing MLSs in the query dropdown Now, if you don't see an MLS listed in the dropdown at all, that means it hasn't been configured yet. Head over to MLS Settings tab, and add that MLS with your Courted API key. Once it's configured there, it'll appear in your query dropdown for you to select. MLS Settings to add missing MLSs in the query dropdown You have successfully configured the Courted integration within Brokerkit, ensuring seamless synchronization between Courted and Brokerkit. Thanks for watching. Please reach out to support@brokerkit.com for any questions. How many API calls does a Courted pull or reconciliation use? The number of Courted API calls used in a sync depends on what kind of pull you are running: - Standard monthly Courted integration pull (recruiting or retention). The integration pulls roughly one API call per agent per active query. Total volume for a normal monthly refresh is approximately the number of agents in your queries times the number of queries you have configured. - Reconciliation (recruiting or retention). A reconciliation requires more API calls because BrokerKit pulls the data both ways to compare against the canonical Courted dataset. The BrokerKit team has to pull all queries for all agents and pull every matching contact in BrokerKit, then run queries on those to compare. Volume can be up to roughly double the agent count in the recruiting or retention scope being reconciled, depending on overlap. Reconciliations are run on request through Customer Success — they are not a routine self-serve flow today. If you need a specific call-volume estimate before scheduling one, contact your CS or onboarding lead at support@brokerkit.com with the scope (recruiting only, retention only, or both, and the number of agents involved) and we will produce an estimate.

Last updated on May 04, 2026

Understanding MLS Preferred Phone Mapping in Brokerkit

Understanding MLS Preferred Phone Mapping in Brokerkit What is MLS Preferred Phone? Some Multiple Listing Services (MLSes) provide a "Preferred Phone" field for agent contact information. This field contains the phone number the agent has designated as their preferred contact number, but the MLS does not specify what type of phone it is (mobile, office, or home). This is part of the RESO Data Dictionary standard used by MLSes across North America, where "Preferred" simply indicates "this is the member's preferred phone." Why Does This Matter? SMS/Text messaging requires a mobile phone number. If you try to send a text message to a landline or office phone, the message will not be delivered. When you import contacts from your MLS integration, the contact's cell phone field may be empty if: - The agent didn't provide a mobile number to the MLS - The MLS doesn't have a separate mobile phone field - The agent only listed their office or preferred phone What Does the Preferred Phone Mapping Setting Do? When you enable Preferred Phone Mapping in your MLS configuration: - Brokerkit will use the MLS Preferred Phone number as a fallback - It will only be added to the Cell Phone field if no cell phone number is already available from the MLS integration - This gives you more phone numbers to work with, but with an important tradeoff The Tradeoff Pros: - More contacts will have a phone number populated - You can attempt to reach more agents Cons: - The "preferred" phone might be an office or home landline - Text messages sent to landlines will fail to deliver - You may need to verify phone numbers before texting campaigns How to Enable Preferred Phone Mapping 1. Navigate to Data > MLS Settings 2. Click the Settings (gear) button next to your MLS 3. Check the box for "Map Preferred Phone to Cell Phone if Cell Phone is not available." 4. Click Save Recommendation Enable this setting if: - You want to maximize the number of contacts with phone numbers - You primarily use phone calls (not texts) for outreach - You're willing to verify phone types before texting campaigns Keep this setting disabled if: - You rely heavily on SMS/text campaigns - You want to ensure all cell phone numbers are confirmed mobile numbers Related Articles - How to configure the Relitix Integration in Brokerkit - How to configure the Courted Integration in Brokerkit

Last updated on Jan 28, 2026

Importing and Updating Contacts from REality Software

REality Software has a built-in BrokerKit export feature that formats your agent data specifically for BrokerKit's Leads Importer. This makes it easy to transfer your prospect lists and agent data from REality directly into BrokerKit without any manual reformatting. Step 1: Create Your Prospect List in REality 1. Log in to REality Software and navigate to Reports in the menu. 2. Select Combined Agents to view your agent data. 3. Use Advanced Search (top-right corner) to filter agents by criteria such as: - Transaction volume (e.g., enter "5…7" in the Units field for agents with 5-7 transactions) - Sales value (e.g., enter ">=10000000" in the Value field for agents with $10M+ in sales) 4. Optionally, refine by location using the Filter menu to narrow by City, Zip Code, Community, District, or Area. Step 2: Export Using the BrokerKit Template 1. Once your agent list is filtered and ready, click the blue Export button at the top of the screen. 2. Specify the number of rows to export (maximum 1,100 rows per day). 3. Select the option to export using the BrokerKit Template in Excel Format. This ensures the file is pre-formatted with the correct column headers that BrokerKit expects. Step 3: Review Your Export File (Optional) 1. Open the exported Excel file. 2. You may add supplementary data to the file if needed (e.g., notes or labels). 3. Do NOT rename or remove any column headers. BrokerKit matches data by column header name, and changing them will cause your import to fail. Step 4: Import into BrokerKit 1. Log in to BrokerKit and click Data in the left-hand menu. 2. Select Contact Import. 3. Choose the Leads Importer option. 4. Upload your exported REality file. 5. Follow the on-screen prompts to complete the import. For a more detailed guide on BrokerKit's import process, see: How To Import or Upload Contacts Common Issues and Troubleshooting - "Source does not exist" error or all rows skipped: The REality export assigns the contact source as "REality Software." If this source does not already exist in your BrokerKit account, the import will skip all records. To fix this, go to Account Settings → Sources in BrokerKit and add "REality Software" as a new source, then re-import the file. - Some contacts skipped on import: Records that are missing both an email address and an Agent ID/MLS number cannot be imported. Check the error CSV file provided after import for details on which records were skipped and why. - Column header mismatch: If you renamed or removed columns in the exported file, BrokerKit won't be able to match the data. Re-export from REality without modifying the headers. Additional REality Resources For more detailed instructions on exporting from REality Software, see these guides from REality: - How to Use REality Software BrokerKit Tools to Retain Top Real Estate Agents - Exporting Agent Data from REality Software into BrokerKit Need Help? If you run into any issues with your import, email your file to support@brokerkit.com and our team will assist you with the upload.

Last updated on Feb 16, 2026

Setting Up Courted Lists for Brokerkit Import

https://youtu.be/ejoz4FBAaSA Related Articles - How to configure the Courted Integration in Brokerkit - Finding Your Courted Contacts In this video, we'll show you how to set up clean, separated Saved Searches and Watchlists in Courted so the right contacts end up on the right side of brokerkit. 1. Recruiting vs Retention Brokerkit has two sides — Recruiting for contacts you want to bring in, and Retention for contacts that are on your brokerage. Your Courted lists need to match. Recruiting vs Retention 2. Saved Search vs Watchlist Before we continue. Lets establish that Saved Searches are dynamic, they automatically update as new contacts match your filters. A Watchlist is static, you manually add and remove contacts. Both can be imported into brokerkit, so we'll show you how to set up each one. Saved Search vs Watchlist 3. Open Agent Search Section Let's start with recruiting — finding agents you want to bring to your brokerage. In Courted, navigate to Agent Search by clicking Search on the left sidebar, then Agent Search at the top of the sub-menu. Open Agent Search Section 4. Open All Filters Panel Click All Filters in the upper right to open the filter panel. This is where you'll make sure you're only seeing contacts you want to recruit Open All Filters Panel 5. Expand Agent Type Click on Agent Type to expand it. Expand Agent Type 6. Agent Type Filter You'll see a list of agent categories with Include and Exclude checkboxes next to each one. Agent Type Filter 7. Exclude 'Agents at My Offices' for Recruiting Lists Find 'Agents at My Offices' and check the Exclude box. This filters out contacts who are already at your brokerage, so they don't end up on your recruiting list. Exclude 'Agents at My Offices' for Recruiting Lists 8. Exclude 'Managing Brokers and Managers, and Likely Team Leaders' for Recruiting Lists You may also want to exclude Managing Brokers and Managers, and Likely Team Leaders. These roles usually aren't recruiting targets, but it's up to you — every brokerage has a different strategy. Exclude 'Managing Brokers and Managers, and Likely Team Leaders' for Recruiting Lists 9. Choose more filters per your search Courted has filters for location Choose more filters per your search 10. Choose more filters per your search Potential to move, approximate GCI, and more. Choose more filters per your search 11. Apply Filters Click "Apply" to activate the selected filters and update your search results. Apply Filters 12. Save Search Button Now that your filters are set, you can save this as a Saved Search. Click the Save Search button Save Search Button 13. Naming your Saved Search Give it a name like 'Recruiting Prospects' or 'Agents to Recruit'. This Saved Search will automatically update — anytime a new contact matches your filters, they'll appear in this list. And if you have nightly imports set up in brokerkit, those new contts will be imported automatically too. Naming your Saved Search 14. Click Save Once you've named it, click Save Click Save 15. Where to find Saved Searches To view your Saved Searches, from the left sidebar, click Search to expand the menu. Under Saved Searches, click Agents Where to find Saved Searches 16. Agents under Saved Searches This will show all your saved searches Agents under Saved Searches 17. Import Sources in Brokerkit Once your lists are set up in Courted, this is where they show up in brokerkit. Under Import Source, you can choose between a Saved Search or a Watchlist — and your Courted lists will appear right here. For a full walkthrough on setting up the import, check out our video 'Courted Integration' Import Sources in Brokerkit 18. Creating Watchlists from your filtered search To make a curated list of specific contacts, you can add them to a Watchlist. Select the contacts you want using the checkboxes Creating Watchlists from your filtered search 19. Watchlist Icon Click the Manage Watchlists icon — the folder with a plus sign — in the top bar. Watchlist Icon 20. Naming your Watchlist Give it a name like 'Recruiting Targets'. Click Create. A Watchlist gives you more control over exactly who gets imported. Use it when you want to hand-pick your recruiting targets rather than importing everyone who matches a search. Naming your Watchlist 21. Where to find my Watchlists To view your Watchlists, click Recruit from the left sidebar to expand the menu. Where to find my Watchlists 22. Click to expand Watchlist submenu Under Watchlists, you'll see all the lists you've created. You can also create a new one directly from here. Click to expand Watchlist submenu 23. Import Sources in Brokerkit Just like with Saved Searches, your Watchlists will also appear in brokerkit under Import Source. For the full import setup, refer to our 'Courted Integration' video. Import Sources in Brokerkit 24. Setting up a Retention Saved Search or Watchlist Now let's set up your retention lists — for tracking agents already at your brokerage. Go back to Agent Search Setting up a Retention Saved Search or Watchlist 25. Open All Filters Panel open All Filters again Open All Filters Panel 26. Include 'Agents at My Offices' for Retention Lists This time, under Agent Type, find 'Agents at My Offices' and check the Include box — the opposite of what we did for recruiting. This filters to show only contacts who are currently at your offices. Include 'Agents at My Offices' for Retention Lists 27. Apply Filters Click "Apply" to save and apply your Retention filters Apply Filters 28. Retention List Now you're looking at the people already at your brokerage. These are the contacts you would want on brokerkits retention side. Retention List 29. Save as Retention Saved Search Save this as a Saved Search Save as Retention Saved Search 30. Naming your Retention Saved Search Call it something like 'My Agents' or 'Retention List'. Just like with recruiting, this will automatically stay up to date as contacts join or leave your offices. Naming your Retention Saved Search 31. Save Search Click "Save" to store your saved search Save Search 32. Creating a Retention Watchlist And if you want a static list as well, select the contacts and add them to a new watchlist for retention Creating a Retention Watchlist 33. Watchlist Icon Click the Manage Watchlists icon — the folder with a plus sign — in the top bar. Watchlist Icon 34. Create Watchlist Click "Create watchlist" to start a new watchlist with your selected filters. Create Watchlist 35. Naming Retention Watchlist Name it something like 'My Office Agents'. Same process as before. Naming Retention Watchlist 36. Save Watchlist Click "Create" to save your watchlist with the specified names and filters. Save Watchlist Now that you have your lists set up in Courted. Both Saved Searches and Watchlists for recruiting and retention, you're ready to set up your imports in brokerkit. Check out our 'Courted Integration' video for a step-by-step walkthrough on connecting these lists. If you have questions, reach out to our support team. Thanks for watching!

Last updated on May 18, 2026

Finding Your Courted Contacts

https://youtu.be/03TMSxxOQ_0?si=atfw6KJ0LshwJPxj In our last video, we walked you through setting up the Courted integration and importing your first contacts. Now let's show you how to actually find those contacts in brokerkit. There are three easy ways to locate your Courted imports — by source, through the search bar, and using labels. Related Articles - Setting Up Courted Lists for Brokerkit Import - How to configure the Courted Integration in Brokerkit 1. Find by Source The first way to find your Courted contacts is by source. Every contact imported from Courted is automatically tagged with the source 'Courted'. Find by Source 2. Open Search Filters Click "Search filters" to open the filters menu Open Search Filters 3. Source Dropdown Locate and click "Source" Source Dropdown 4. Enter Courted Source Type 'Courted' in the search bar, select it and your results will filter to show all contacts where Courted is the source. This is the fastest way to see everyone you've brought in from Courted. Enter Courted Source 5. Contact Profiles When you import contacts from Courted, their Courted data is available on the contact profile. Contacts with Courted data will show a dedicated Courted panel with key details grouped into sections such as profile information, predictions, classifications, production and activity, geography, and metadata. Courted data is also still included in Referrer Notes, which means you can continue searching by Courted values from the search bar. Let’s go over what that looks like. Contact Profiles 6. Select a Contact Profile Keeping the source as courted, select a contact profile from the search results Select a Contact Profile 7. Source in the Contact Profile In the Recruiting right sidebar, you can see where the Source is set in the contact profile Source in the Contact Profile Courted Panel Note The Courted panel includes a Last Updated field when that timestamp is available. For some existing Courted contacts, Last Updated may temporarily show - in the panel. If that happens, you can still check the timestamp in the Courted data block in Referrer Notes. The value will begin showing in the panel after Courted sends a fresh update for that contact. 8. Open Referrer Notes Click the plus sign to expand the Referrer Notes, if it’s not already open Open Referrer Notes 9. Courted Data Details You can see all the Courted data right here between the Courted Data markers — things like likelihood to move, estimated GCI, most transacted city, and agent type tags. Courted Data Details 10. Search with Courted Data Here's the powerful part — all of this data is searchable using the free form search bar. So if you want to find every agent with a high likelihood to move, Copy the text Search with Courted Data 11. Back to Search Bar Open a new tab, or close the contact profile to see the search bar again Back to Search Bar 12. Enter Move Likelihood Type or paste 'Likelihood to Move=high' in the search bar. Enter Move Likelihood 13. Likelihood to Move=high Results The contacts matching the search will populate for you here Likelihood to Move=high Results 14. Viewing the results You can verify your search results by clicking on a contact and seeing their Likelihood to move and decide how you want to reach out to them Viewing the results 15. Enter City Filter Or if you're targeting a specific market, you can search by city. Type 'Most Transacted City=Austin' to find all agents active in Austin. You can search for any attribute you see in those Referrer Notes. Enter City Filter 16. Label Search The third way to find your Courted contacts is through labels. During import, you had the option to tag all incoming contacts with a label. Label Search 17. Added Labels during Import If you used that option — for example, tagging contacts as 'Courted Import' or 'High Potential' Added Labels during Import 18. Type in your Label name set at Import You can use that label here to filter your contacts. This is especially useful if you've run multiple imports and want to see contacts from a specific saved search or watchlist. Type in your Label name set at Import 19. Labels in the Contact Profile You can verify the label in the contact profile here in the Labels section Labels in the Contact Profile So to recap — three ways to find your Courted contacts in brokerkit: First, search 'Courted' to find all imports by source. Second, search any Courted attribute from the Referrer Notes — like likelihood to move, city, or GCI. And third, filter by any labels you applied during the import. If you have questions, reach out to our support team. Thanks for watching!

Last updated on May 27, 2026