Setting Up and Sending Texts

Texting is hands down the most effective way to make sure your message gets seen. If you're unsure about using texts to engage with agents and leads, ask yourself this - how many unread emails do you have right now compared to unread texts?

From the Recruiting or Retention screen, select an agent to open their profile. Along the top action bar, click Text. 

The first time you send a text with Brokerkit, you'll need to choose a number the system will use for all of your outgoing texts. Add your local area code and choose an available number. Then, enter the number you'd like all calls and replies forwarded to. Click here to learn more about why you need a system number to text with Brokerkit.

When the lead replies to a text, the reply will automatically be forwarded to your mobile phone and logged in Brokerkit under the lead's Recent Activity.

We have a character counter which will be displayed when your text message goes over 1 segment, to learn more about text message billing review the help article here. 

Below, you will see an example of how a multi-segment SMS text message will appear in Brokerkit.

Since you can now send MMS text messages, the segment counter will also show the number of segments that your MMS message contains:

The first reply text you receive from each lead will include the candidate's contact information and a link to the lead in Brokerkit, so you know to whom you are speaking. If you ever lose or delete that message, reply with ?who to the text chain, and Brokerkit will send you a new text with all the lead's information.