Brokerkit is great for tracking and communicating with leads, but it only works if you keep feeding it new prospects and keep them up to date.
From anywhere on the Recruiter screen, click Add Lead in the upper right corner.
Every lead requires a First Name, Last Name, and a unique Email address. You can add multiple email addresses, and you can either set the type to office, personal or other emails and set one as the "Main" email, which is the one that outbound emails will be sent to.
Other fields are extremely helpful and recommended but optional. Here, you can also mark the Owner - who is in charge of following up with the lead - and a Referrer if applicable. You can also add your leads' cell phone number, agent ID, “Currently at” is for the current company they are at, Total $ Production LTM, Total # Production LTM, and your lead's Production Label, Source, Status, and even your lead's rating. Add any information you have on the lead's Production, Current Company, or Notes, then click Save.
For custom segmentation beyond these standard fields, you can use Labels - a flexible way to tag and group your leads. Labels allow you to create custom categories like 'High Priority', 'Warm Lead', or any other custom grouping you need. Learn more about using labels to group your contacts.
📝 Note: If you regularly import and update your leads using BrokerMetrics, search for the lead's name or email before adding a new lead - they may already be in your system, and you'll avoid creating a duplicate.
Click here to learn more about importing and updating with BrokerMetrics.
Once you've saved the lead, Brokerkit will automatically take you to the lead's profile. Any notes you've included will appear under Referrer Notes.
In the upper-right of the lead's profile, we can move the lead between Normal and Archived states and we can also adjust the lead's Status, which is crucial for keeping leads organized. The default status are:
- Lead
- Contact Attempt
- Contact Made
- Appt Set
- Needs Evaluated
- Offer Sent
- Onboarding
- Active
💡 You can also add your owner custom status, follow this guide to learn how.
Click here to learn more about Using Today, Leads, and Tasks.
From here, we can also modify anything about a lead. Click Edit under the Personal Details, Recruiting, or Pipeline sections on the right-hand side to make any changes. When you're finished, click Save to continue.
The more up-to-date information you include on a lead, the more context you and your recruiters have when trying to bring them aboard.
Viewing Your Newly Added Leads
After adding a lead to your recruiting roster, you may need to adjust your view settings to see them:
My vs. All Filter
The Recruiting screen includes a "My" vs. "All" filter that controls which contacts are visible:
- "My" - Shows only agents assigned to you
- "All" - Shows all contacts in your account
If you don't see a newly added lead:
1. Check that you're viewing "All" contacts (not just "My" contacts)
2. Verify the agent was saved successfully
3. Refresh your browser
4. Check if the agent is in Retention instead of Recruiting
Label Filtering
You can also filter contacts by labels:
1. Select a label from the filter dropdown
2. Only contacts with that label will appear
3. Clear the label filter to see all contacts again
Note: Label filters work in combination with the My/All filter. If viewing "My" contacts with a label filter, you'll only see your assigned contacts that have that label.
Changing Contact Ownership
Every contact in BrokerKit has an Owner field that determines who is responsible for that contact. The owner receives notifications and sees the contact in their "My Contacts" view.
To change ownership for a single contact:
1. Find the contact
- Use the search bar to search by name, email, or phone
- Or browse your contacts list to locate them
2. Open the contact profile
- Click the contact's name to view their full profile
3. Edit the Owner field
- Click the Edit button on the right-hand side of the profile
- Locate the Owner field in the contact details
- Select the new owner from the dropdown menu
- Choose yourself to take ownership, or select another team member
4. Save your changes
- Click Save to apply the change
- The contact now appears in the new owner's "My" view