FAQs

Logging Into Your Account

• Is a Google or Microsoft-hosted account required to use Brokerkit?
• Setting Up Different Email Domain Configurations
• Creating or Changing Your Account Password
• Why can't I see my Admin or Staff view?

Using Brokerkit

• Why can't I see certain menu items in BrokerKit?
• Are there training videos for Brokerkit?
• How to request Brokerkit product enhancements
• Does Brokerkit have an app? Can it be accessed with my mobile device?
• My screen is freezing

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

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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?
• Change or Update your email address

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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

• Are email replies shown in Brokerkit?
• Spelling and grammar checker
• Will mass emails appear in my Google Sent Email folder?
• Adding an Email Signature

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
• 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?

Billing and pricing

• How to update your payment method for your Brokerkit subscription
• Viewing and Changing Your Plan
• Brokerkit pricing
• Pausing or Canceling Your Subscription
• How do I determine limits and track my email, text, and call usage?