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Help Center

Getting Started

Getting Started

New User Onboarding Checklist

New User Getting Started Checklist

Logging in to Brokerkit

Navigating the Brokerkit Inbox

Resume Tab in the Contact Profile

Importing and updating contacts

How to configure the Relitix Integration in Brokerkit

Importing and Updating Contacts from BrokerMetrics

Importing and Updating Contacts from MarketView Broker

How To Import Contacts

Updating your MLSs for your account and linking to leads and team members

Identify & Merge Duplicate Contacts

Adding and Editing Individual Leads

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Finding and Organizing your Contacts

Segmenting your Data with Advanced Search

Using Labels to Group your Contacts

Configuring your production labels

Custom Statuses

Excluding a Label from your search results

Tagging and Grouping Your Leads

Logging activities for a lead

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Setting Up your Team and Managing Your Agents

Understanding the Admin, Staff, Agent, and Affiliate Roles

Adding and Removing Your Team, Staff, and Admins

@Mentions for notifying your team

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

Agent Referral System

How to Invite (and Remind) Your Agents to Refer Using Brokerkit

Joining and Using Brokerkit as an Agent or Affiliate user

Sharing Activity Updates with Agents and Affiliates

Email

Configuring Email Sending Domains

Implementing DMARC

How to improve email deliverability

Common Reasons Why Emails Go to Spam

Using engagement tracking with your leads and agents

Creating, Using, and Managing Email Templates

Sending Bulk Email

Sending Individual Emails

Adding Images, Links, and Attachments to Emails

Forwarding your email from Gmail to another account

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Text Messaging

Call and Text Message Billing

Setting Up and Sending Texts

Registering Your Business Profile for Verified Calling and Texting

Creating, Using, and Managing Text Templates

AI Assist

Using AI Assist

Video

Using the video recorder and video library to send video messages

Notifications

Notification Center

Campaigns

Creating and Applying Smart Campaigns

How to use variables in Smart Campaigns

Create and Manage Campaign Triggers

Campaign Library

Tasks

Using Today, Leads, Tasks, and Reports

How to Manage your Tasks

Dialer

Outbound Calling with the Dialer

Appointments

Setting Appointments for Yourself and Others

Logging and Rescheduling Appointments

Getting Started with Retention

Understanding Retention

Uploading and Adding Agents to Your Retention Roster

Starting Retention Calls and Setting Follow-ups

Mass Text and Email Your Team

Updating and Merging Data Into Your Retention Roster

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Running Reports

Activity Report

Viewing and Using Your Pipeline Report

Exporting and Sharing your Pipeline Report

Landing Pages

Finding and Customizing your Landing Pages

How to add a landing page from BrokerKit to your site with iframes

Forwarding your Godaddy domain to your Brokerkit landing page to brand your URL

How to configure your Facebook Pixel for conversion tracking and remarketing audience creation for Landing Pages

How to configure conversion tracking in Google Analytics for Landing Pages

Integrating Facebook Ads with Brokerkit

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Organizations

Transferring leads and team members between accounts in an organization

Managing accounts linked in an Organization

Integrations

Integrating with Zapier for importing leads or agents

How to integrate with Wizehire via Zapier

Integrating SmartSetter with Brokerkit

Automatically Importing your Wright Brothers Leads

Adding Leads from Indeed to follow up in Brokerkit

Brokerkit API

How does Michael Lewis Marketing Suite (MLMS) integrate with Brokerkit?

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

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