Getting Started

New User Onboarding Checklist

• New User Getting Started Checklist
• Logging in to Brokerkit

Importing and updating contacts

• How to configure the Relitix Integration in Brokerkit
• Importing and Updating Contacts from BrokerMetrics
• Importing and Updating Contacts from MarketView Broker
• How To Import or Upload Contacts
• Updating your MLSs for your account and linking to leads and team members
• Identify & Merge Duplicate Contacts
• Adding and Editing Individual Leads

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Finding and Organizing your Contacts

• Segmenting your Data with Advanced Search/Filter
• Using Labels to Group your Contacts
• Configuring your production labels
• Custom Contact Statuses
• Excluding a Label from your search results
• Tagging and Grouping Your Leads
• Logging activities for a lead

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Setting Up your Team and Managing Your Agents

• Understanding the Admin, Staff, Agent, and Affiliate Roles
• Adding and Removing Users
• @Mentions for notifying your team
• Managing Departing Agents - Archiving, Affiliating, and Re-recruiting

Agent Referral System

• How to Invite (and Remind) Your Agents to Refer Using Brokerkit
• Joining and Using Brokerkit as an Agent or Affiliate user
• Sharing Activity Updates with Agents and Affiliates

Email

• Configuring Email Sending Domains
• Implementing DMARC
• How to improve email deliverability
• Common Reasons Why Emails Go to Spam
• Using engagement tracking with your leads and agents
• Creating, Using, and Managing Email Templates
• Sending Bulk Email
• Sending Individual Emails
• Adding Images, Links, and Attachments to Emails
• How to Set Up Brokerkit Forwarding in Outlook?
• How to Set Up Brokerkit Forwarding in Gmail?
• How to Set Up Brokerkit BCC Address in Gmail?
• How to Set Up Brokerkit BCC Address in Outlook?

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Text Messaging

• Setting Up and Sending Texts
• Registering Your Business Profile for Verified Calling and Texting
• Creating, Using, and Managing Text Templates

AI Assist

• Using AI Assist

Video

• Video Library & Video Recorder
• Adding Videos to your Emails or Texts

Notifications

• Notification Center
• Navigating the Brokerkit Inbox

Campaigns

• Creating and Applying Smart Campaigns
• How to use variables in Smart Campaigns
• Create and Manage Campaign Triggers
• Pre-Built Campaign Templates for Triggers
• Campaign Library

Tasks

• Using Today, Leads, Tasks, and Reports
• How to Manage your Tasks

Dialer

• Outbound Calling with the Dialer

Documents

• Documents
• Resume Tab in the Contact Profile

Appointments

• Setting Appointments for Yourself and Others
• Logging and Rescheduling Appointments

Getting Started with Retention

• Understanding Retention
• Uploading and Adding Agents to Your Retention Roster
• Starting Retention Calls and Setting Follow-ups
• Mass Text and Email Your Team
• Updating and Merging Data Into Your Retention Roster

Reports

• Activity Report
• Viewing and Using Your Pipeline Report
• Exporting and Sharing your Pipeline Report

Landing Pages

• Customizing your Landing Pages
• How to add a landing page from BrokerKit to your site with iframes
• Forwarding your Godaddy domain to your Brokerkit landing page to brand your URL
• How to configure your Facebook Pixel for conversion tracking and remarketing audience creation for Landing Pages
• How to configure conversion tracking in Google Analytics for Landing Pages
• Integrating Facebook Ads with Brokerkit

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Organizations

• Transferring leads and team members between accounts in an organization
• Managing accounts linked in an Organization

Integrations

• Integrating with Zapier for importing leads or agents
• How to integrate with Wizehire via Zapier
• Integrating SmartSetter with Brokerkit
• Automatically Importing your Wright Brothers Leads
• Adding Leads from Indeed to follow up in Brokerkit
• Brokerkit API
• How does Michael Lewis Marketing Suite (MLMS) integrate with Brokerkit?
• How to set up a Corporate Microsoft Account for use in BrokerKit

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