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Getting Started
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FAQs
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Agent Recruiting & Retention Best Practices
Exporting and Sharing your Pipeline Report
We've made it easy to export or share your Live Pipeline Report with business partners, consultants, and other stakeholders.
From the Recruiting screen, click Reports.
To export a copy of your report, click Download Pipeline.xls in the upper right-hand corner. This will take all the live data in Brokerkit and automatically create a pre-formatted Excel report, so you'll never need to create one manually again.
To share a constantly updating, live view of your report, click Share Pipeline Report. This will generate a shareable link that doesn't require you to log in to Brokerkit. Anyone viewing the report will be unable to edit or access lead details.
📝 Note: The shareable link is good for a year, so be sure to share it only with those you trust to view your Live Pipeline Report.
