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How to configure the Relitix Integration in Brokerkit

Leveraging the Relitix integration to import and update your agents with MLS data and AI predictive analytics

Do you want to keep your Recruiting and Retention databases up to date with your contacts' basic information, production history, and more but don't want to export from your provider and import into Brokerkit manually? Now you can!

Getting an API key

  • If you are a Relitix customer, you can utilize our Relitix Integration to have your MLS data automatically imported and updated in Brokerkit.
  • If you want to sign up with Relitixfill out the contact form here and tell them that Brokerkit sent you!
  • Once you're set up in Relitix, please follow the steps below to configure the integration from within Brokerkit.

Please Note on MLS import query limits:

  • Each Brokerkit pricing plan has a maximum number of search queries available. To understand those limits, please take a look at our pricing page here.
  • Each import query can import up to 10k records at a time. If you create a query with more than 10k results and run it again later to update the data, you may not get the same 10k records as they may not come in the same order.

How to connect in Brokerkit

When you are logged in to Brokerkit and looking at the Today view, you'll want to navigate to your Data Page:

Next, you'll want to select the MLS Settings tab and be sure you have a Primary MLS selected

Once you have your MLS selected, select the Settings button.

On this page, you'll be able to select your MLS provider and enter the associated API Key.

If desired, select this box: "When selected, the MLS Preferred Phone number will be added to the Cell Phone Field if there is no cell phone number available via the Relitix integration. Note that it is not possible to determine the phone type from the MLS Preferred Phone attribute so it is possible this is not a mobile phone"

Next, you'll switch to the MLS Import tab and click the "Add Import Query" button:

When building your new import query, you'll provide the following information first:

  • Name for your import query
  • The MLS you want to pull the data from

📝 Note: this dropdown will populate based on the MLS(s) you selected under the MLS Settings tab.

Once that information is set, you can choose if this data pull will go into your Recruiting or Retention database using the provided dropdown menu. Regardless of which side of the Brokerkit account you are importing the data in, be sure to apply a relevant label to help you find your imported data easier.

For Recruiting:

  • You will have a variety of options under "Field," which will serve as the import parameters from your MLS Provider:
"Field": in Brokerkit Description
Minimum Value Minimum 12-month closed volume
Maximum Value Maximum 12-month closed volume

Minimum Volume Percent Change

Minimum year-over-year change in closed volume as a decimal percentage (10% = .1)
Maximum Volume Percent Change Maximum year-over-year change in closed volume as a decimal percentage (10% = .1)
Minimum Sides Minimum closed sides in the prior 12 months
Maximum Sides Maximum closed sides in prior 12 months
Minimum Months in MLS Minimum number of months the agent has been active in MLS
Maximum Months in MLS The maximum number of months the agent has been active in MLS
Include agents without prior-year history
  • Set to True to include agents without a prior-year history (defaults to True)
  • This parameter is used to include agents without a prior year history who would not have valid results for year-over-year change in closed volume as a percentage (Inf). The agents in question would have current-year production.
Maximum distance to the closest office Maximum distance from agent's center of business to closest client office (defaults to 15 miles)
Include own company agents Set to True to include own company agents, False to exclude (defaults to False)
Agent Production Postal code Zip code at the center of the agent's geographical center of production
  • Set the operator as "is."
  • Enter your preferred value based on the "field" you selected.

📝 Note: You can choose multiple parameters using the "Add a New Condition" button, and the search will find data where ALL conditions are met.

To create a new Query, go to Data > MLS Import > Add Import Query.

For Retention:

You will set the following:

  • "Field" as Office Number
  • Operator as "is"
  • The value is your MLS office ID, with multiple office IDs split across multiple conditions. It will import them all.

Click "Save Search" once your import query is built.

Once your query is saved, you can see how many import query results will be generated!

Screen_Shot_2022-04-27_at_10.49.12_AM.png

📝 Note on the Query count:

  • The record count will only be updated each time you save an import query with a change in query parameters. 
  • Note that it does not perform an API call in real-time to determine the current count when viewing the screens with the count, so it does not consume your Relitix API credits. 
  • If you have questions about how this works, please contact us at support@getbrokerkit.com with questions.

Running your data imports

Once you've saved your import query, your saved search will appear under the MLS Import tab. From here, you can:

Manually Trigger your query import

This will trigger a one-time API call and allow your data to be automatically updated.

Schedule a Monthly update for your import query.

Once you save your import query, it will automatically be scheduled for a monthly update, which occurs on the 13th of each month.

Edit your import query.

Delete your import query.

After a successful query search, here is what a contact profile will look like:

Notification of a successful import

When building the new import query, the option to have an email sent upon a successful import to all Admin/Staff users on the account will be auto-selected as seen below:

Any user on the account can opt out of these emails under their user settings by deselecting the box marked "MLS Import notification emails."

Note: If a user clicks "unsubscribe" upon receiving an MLS Import notification email, that link will reroute them to the page above to deselect the checkbox, but it will not unsubscribe them from all future Brokerkit communications.

 

Viewing Relitix Data in Brokerkit

Your MLS Integration is now all set. You can have your data updated monthly or manually trigger your import query!

Once your data has been imported with the search queries, the data below can be found in the contact profile within the Personal Details, Recruiting & Relitix sections. Below are the fields that we are importing from Relitix in Brokerkit, with the Brokerkit field on the left and the description of the Relitix field on the right.

Name Description
Agent ID The Relitix ID of the agent (unique to MLS)
MLS The RESO OUID of the MLS
First Name Agent first name
Last Name Agent last name
Office ID MLS OfficeKey value for the agent's current office.
Cell Phone Agent mobile phone
Office Address Address of current office
Office Email Agent email
Active Listings Active listing count on Last Updated date
Our Closest Office Name of the client's closest office to the agent's center of business
Our Closest Office Address Address of the client's closest office to the agent's center of business
Dist. to Our Closest Office Distance in miles from the client's closest office to the agent's center of business
Dist. to Current Office Distance from agent's center of business to the current office in miles
Center of Production Zip The zip code which contains the geographic center of this agent's listings and sales over the prior five years.
First Transaction at Current Office For agents who have changed offices, the date of the first MLS transaction in the new office
First Transaction in MLS Date of the agent's first MLS transaction (accurate to 2011 in most markets)
Rookie Rating Agent rookie potential rating
Current Switch Risk Agent switch risk color

Listing Effectiveness Grade

Agent listing effectiveness grade

Listing Effectiveness Impact

Agent listing effectiveness impact in dollars

5 Year Batting Avg

Percentage of listings taken between 6 and 66 months ago which have closed

5 Year Listing Count

Number of new listings taken between 6 and 66 months prior to the last update date

Last Updated

Calculation date of metrics

Total $ Production LTM

Total closed dollar volume in 12 months prior to the last update date

Total # Production LTM

Total closed sides in 12 months prior to the last update date

$ Change

Year-over-year change in 12 month closed volume in dollars

% Change

Year-over-year change in 12 month closed volume as a percentage

Company

Name of current office

Filtering on Relitix Data in Brokerkit

Once your data is imported from Reltix via your import queries, you can use the contact filters in the advanced search feature to segment your list by various parameters for review and targeted outreach.

The fields highlighted below are the ones to focus on for filtering on data imported from Relitix.