- Help Center
- Getting Started
- Organizations
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Getting Started
- New User Onboarding Checklist
- Importing and updating contacts
- Finding and Organizing your Contacts
- Setting Up your Team and Managing Your Agents
- Agent Referral System
- Text Messaging
- AI Assist
- Video
- Notifications
- Campaigns
- Tasks
- Dialer
- Appointments
- Getting Started with Retention
- Running Reports
- Landing Pages
- Organizations
- Integrations
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FAQs
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Agent Recruiting & Retention Best Practices
Managing accounts linked in an Organization
Primary Features of an Organization
Organizations in Brokerkit serve three main functions:
1 - Enable the transfer of recruiting leads and retention team members across offices. To learn more about transferring profiles in Brokerkit Recruiting and Retention, click here.
2 - Enabling rolled-up reporting for the organization in the reporting tab. To learn more about reporting, click here.
3 - Enable the donation of campaigns to the campaign library within the organization. To learn more about donating campaigns, click here.
Managing Pipeline and Activity Reports