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Help Center

FAQs

FAQs

Spelling and grammar checker

How to find contacts not being updated by Relitix integration monthly updates

Using Brokerkit

Are there training videos for Brokerkit?

Creating or Changing Your Account Password

How to request Brokerkit product enhancements

Does Brokerkit have an app? Can it be accessed with my mobile device?

My screen is freezing

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Your Account

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

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

Why can't I see certain menu items in BrokerKit?

Importing and updating contacts

How can I view all my leads or team members at once?

How often should I update BrokerMetrics production?

How to avoid creating duplicates while importing data

How do I remove agents from the same franchise from my leads?

How can I add a referral from an agent at another office?

How does social media lookup work?

Can I Revert File Imports?

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Managing Your Team

How can I view my team's contacts?

How to switch teams

How can I track my staff's progress with my leads?

How can I add Admin or Staff in Retention?

How do I filter out affiliates in Retention?

How to update your email address on your user account

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Notifications

How to disable agenda and new referral notifications

Managing Recruiting Agenda and Retention Emails

How do you unsubscribe from Brokerkit emails?

Emails

How do I determine limits and track my email, text, and call usage?

Are there limits on texts or emails?

Are email replies shown in Brokerkit?

Will mass emails appear in my Google Sent Email folder?

Adding an Email Signature

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Texts

How to set or update my Brokerkit phone number or forwarding number?

How can I find who is texting me from Brokerkit if I can't find the first informational text?

How to manage opt-out requests for SMS/MMS text messages

Can I add video or images to a text message?

The recipient did not receive my texts

Can I mass text in recruiting?

How does text replies work?

Can I use my phone number to text on Brokerkit?

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Campaigns

Can I use specific dates to send Smart Campaigns?

My Campaign Emails and Texts are not sending

How to Remove Campaigns

Do you have campaign templates for the campaign triggers?

Appointments

What should I do if my email or calendar appointments aren't sending?

I assist multiple recruiters. How can everyone see my appointments?

Can I set appointments in Retention?

Reports

Why isn't my lead showing up in my Pipeline report?

Making Changes to Your Subscription

How to update your payment method for your Brokerkit subscription

Viewing and Changing Your Plan

Brokerkit pricing

Pausing or Canceling Your Subscription