Home Getting Started: Setting Up your Team and Managing Your Agents

Getting Started: Setting Up your Team and Managing Your Agents

By Brokerkit Product
• 4 articles

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

Once an agent has left your team, you'll need to remove them from the roster. Where they go all depends on whether or not they left on good terms and if you ever want them back. From the Retention screen, select an agent to open their profile. Click Move To in the upper right-hand corner. Screen_Shot_2021-04-23_at_1.32.19_PM.png Affiliate allows the agent to retain access to Brokerkit and their referrals and is great for agents moving on from your office or team who may still be able to refer you leads. Marking them as an Affiliate helps filter them out of certain mass communications. Move to Recruiting will move them back to Recruiting, where you can set a new task to call on them later. They will no longer have access to Brokerkit or their referrals. This is a great way to recover agents who left on good terms expecting greener pastures elsewhere. Archive will move them to the Archive, where they effectively become a dead lead and will no longer be contacted. They'll no longer have access to Brokerkit and all campaigns will be automatically paused. Reserve this for agents that are retiring or leaving on bad terms. 📝 Note: While an agent that's been archived or moved to Recruiting loses access to Brokerkit, the system won't remove them as the referring agent on any leads. This is done on purpose - it's important for you to know if any potential recruits have a relationship with a former agent and if their exit could sway the leads' decision to join. Archive is one of three contact buckets (the others are Normal and Backlog). Archiving is always preferred over deleting for agents who are not a fit or should not be contacted, because archived records keep their notes, labels, and history, match on future MLS imports, and will not be re-added into Recruiting or Retention. For a full explanation of buckets, see Understanding Normal, Backlog, and Archived Contact Buckets. If you accidentally deleted contacts instead of archiving them, email support@brokerkit.com or say "talk to human" in the support chat and include the label, approximate number of contacts, and whether they were in Recruiting or Retention so support can review restoration. For Retention agents, remember that the contact is also tied to a Brokerkit user role. Archiving or deleting the Retention contact removes/releases that user role and removes referral-system access. If you need a deleted Retention contact restored, tell support whether the user's access should be restored too. How to remove a contact from Archive? To unarchive or remove a contact from the archive, there's 2 ways to do it: 1. From the contact's page: 1. At the top of the contact's page, look for a red banner indicating that the contact is archived. 2. Click the "Unarchive" button located within the banner. 3. The contact will be moved back to their previous status — either Recruiting or Retention, depending on where they were before being archived. 2. From the Lead's page: 1. Navigate to the tab "Archived". 2. Search for the contact in the search bar. 3. Select the contact. 4. Click the button "Move to" and select the option "Normal". After Restoring an Agent When you restore an agent who was archived, they may not immediately see all contacts in the Recruiting or Retention pipeline. This is because the view filter may be set to show only their assigned contacts. To see all contacts in the pipeline: 1. Go to Recruiting (or Retention). 2. Look for the "My" / "Show all" filter near the top of the contacts list. 3. Select "Show all" (or "All") to view every contact in the account, not just your own. The "My" filter shows only contacts assigned to you. The "Show all" filter shows every contact in your account regardless of assignment. This is especially important for Admin and Staff roles who need to see the full pipeline. 💡 Tip: If a newly restored agent or staff member says they can't see everyone in the pipeline, ask them to check whether their filter is set to "My" instead of "Show all." Related Articles - Understanding Normal, Backlog, and Archived Contact Buckets - Why Did My Contact Status Change? (Relitix and Courted Imports) - Managing Users and Permissions in Your Account - Adding and Editing Individual Leads

Last updated on Jun 05, 2026

Adding a New Account (Office) to Your Organization

Need to add a new account (team) to your organization — for example, to set up a new office location or division? This requires assistance from our support team. Looking to invite a team member, change a user's role, or remove a user? See Managing Users and Permissions in Your Account for the self-service Team Members screen. This article covers a different operation: adding a whole new account under your organization. When to Add a New Account Add a new account when you want to set up a separate workspace for another office, division, or brand under the same organizational umbrella. Each account has its own Team Members, leads, templates, and settings, but all accounts in an organization can be managed together. Do not use this process for: - Adding team members to an existing account → use the Team Members screen at /team/members. See Managing Users and Permissions in Your Account. - Switching between existing accounts → use the account switcher in the top-right menu. See How to switch teams. How to Request a New Account Email support@brokerkit.com with: - Your organization name - The new account / office name you want to add - Primary contact (name and email) for the new account Our support team will create the account and link it to your organization, so you can manage all your offices under one parent organization. Related Articles - Managing Users and Permissions in Your Account — add, remove, or change roles for users in an existing account - How to switch teams — move between multiple accounts you belong to - Joining and Using Brokerkit as an Agent or Affiliate user

Last updated on Apr 16, 2026

Understanding the Admin, Staff, Agent, and Affiliate Roles

Brokerkit is perfect for brokerages and teams of all sizes - whether you lead the charge alone or have a support staff behind you. To this end, Brokerkit has four different user Roles that grant different levels of access for you and your users Admin - Designed for your leadership and super users, this role includes access: - All contacts in recruiting and retention - User management - Account Settings - - Smart Campaigns - Labels - Landing Pages - They can customize the company landing page - - They will get their dedicated landing page, which they can retrieve in their referral account. It will have their bio image and contact information superimposed on the standard team landing page template. Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead. - Staff role restrictions: the ability to edit the permissions on which contacts in recruiting staff role users can access at User Settings>Account Settings>Permissions - Best suited for: - Admin-level access should be restricted to only those you trust with the keys to your agent recruiting and retention engine. - This role is typically for senior leadership and your Brokerkit super-users. Staff - Designed for your recruiting and retention staff, this role includes full access to: - All recruiting and retention contacts (unless staff role restrictions are added) - Their conversations in the inbox - Tasks - Create/edit Smart Campaigns - Create/edit labels - Landing Page: They will get their dedicated landing page, which they can retrieve in their referral account with their bio image and contact information superimposed on the standard team landing page template. Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead. - Staff role users will not have access to: - Data imports - Billing - User management - Landing page customization - Account Settings - Staff role restrictions: - Admin users can edit the permissions on which contacts in recruiting staff role users can access at User Settings>Account Settings>Permissions - Best suited for: - Your front desk, training, or other staff who assist with recruiting all fit this role. - They'll often heavily use the mass text and email features when contacting your existing agents. Agent - Designed for your agents, this role includes full access to: - Referrals: Built to give agents a stake in the recruiting process, agents have a limited dashboard, allowing them to refer new agents and view your progress with anyone they've referred. - Landing Page: - They will get their dedicated landing page, which they can retrieve from their referral account. - It will have their bio image and contact information superimposed on the standard team landing page template. - Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead. - Edit the Agent Notes field on any existing referrals to log updates - Add sticky notes and @ mention admin/staff users with referral updates to send them an email notification. Admin/staff users can also update agents on their referrals this way. - Agent role users will not have access to: - Send communications or access leads to the agents they've referred. - Agents will also be a contact in retention, and your admin/staff role users can also interact with them this way: - Filter them using the role dropdown to keep them separate from affiliate role users - - Communications: Admin or staff users can send emails and texts to them in the Retention module. - Onboarding/Task Management: Admin or staff users can manage their onboarding and ongoing task management in Retention. Affiliate - Designed for agents in other offices, vendors, mortgage providers, or other partners you receive referrals from, this role includes full access to: - - Referrals: Built to give agents a stake in the recruiting process, agents have a limited dashboard, allowing them to refer new agents and view your progress with anyone they've referred. - Landing Page: - They will get their dedicated landing page, which they can retrieve from their referral account. - It will have their bio image and contact information superimposed on the standard team landing page template. - Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead. - Edit the Agent Notes field on any existing referrals to log updates - Add sticky notes and @ mention admin/staff users with referral updates to send them an email notification. Admin/staff users can also update agents on their referrals this way. - Affiliate role users will not have access to: - Send communications or access leads to the agents they've referred. - Affiliate role users will also be a contact in retention, and your admin/staff role users can also interact with them this way: - Filter them using the role dropdown to keep them separate from agents - Communications: Admin or staff users can send emails and texts to them in the Retention module. - Onboarding/Task Management: Admin or staff users can manage their onboarding and ongoing task management in Retention You can click here to learn more about setting up your team member's roles and managing your staff.

Last updated on Nov 27, 2025