New User Getting Started Checklist

FOLLOW THESE STEPS AS A NEW USER TO GET STARTED QUICKLY

Please follow the checklist below as a new user to get started with Brokerkit:

1. Log In here.

• Follow these directions here, as you need to be logged in for the links below to work.

2. Select your pricing plan and confirm we have the correct credit card here.

3. Add other users

• Add users to the Manage Team page here, as described here.

4. Update your User Settings here.

• Add your email signature.
• You can add your Title, Cell Phone Number, and Headshot image, which will show on your landing page here.

5. Update your Account Settings here.

• Add your brokerage logo so it shows on your video landing pages.
• You can add your office address here, which will show on the embedded map on your landing page (details here).

6. Import Contacts (Recruiting Leads, Agent Roster).

• If you are a new customer, we will import your data for you for the first 30 days. Please upload your data here, and we will handle it.
• Select the MLSs from which you will import data in the MLS Settings tab here.
• Import your data in the Data Import tab here using one of our five importers described below:
  • Relitix Integration: Importing data from the Relitix integration
  • MarketView Broker file import: Importing recruiting leads from MarketView Broker
  • BrokerMetrics file import: Importing recruiting leads from BrokerMetrics
  • Team Members: Import your agent roster: Import Template | How-To
  • Leads: Import other recruiting leads: Import Template | How-To
  • Merge your Duplicates in the Merge Duplicates tab here as detailed here.

7. Set Up Calling & Texting 

• Select your Brokerkit phone number here. This number is used for outbound texting and calling, as described here and here.
• Verified Texting & Calling (applies only in the US)
  • You will also need to register your business and link your phone numbers to enable Verified Texting & Calling, which is necessary to use texting and will improve call deliverability.
  • Please complete this form, and we will start it for you.
  • This article here describes the steps to process.

8. Set up your email-sending domains for bulk/campaign emails

• Sending emails through a contact profile will go through the Google/Microsoft email you logged in with directly and does not need sending domains to be configured.
• You must configure email sending domains to maintain high email deliverability on bulk/campaigns. The steps are detailed here, and you can configure them in the Account Settings>Email tab here.
• Bulk/campaign emails will still work without sending domains configured, but the emails will be sent from clients.getbrokerkit.com "on behalf of" your domain and the deliverability will be lower and you will incur additional limits in Brokerkit to preserve the sending reputation of our domain.
• See this article on how to maintain high email deliverability.

9. Review our campaign library

• Go to the campaign library tab here and see here for details
• See here for how campaigns work

10. Log in to Brokerkit on your phone or tablet, detailed here.

11. Review our training content in video or help article format here:

• Tutorial Videos
• Help Articles: Getting Started | FAQ
• Webinars
• Broker Growth Accelerator Podcast - Videos | Podcast Platforms

10. Schedule user training or join office hours for Q&A in our Training Calendar here

11. Join our Customer Community on Facebook here