Brokerkit was designed to help you stay on top of your leads. Buried leads result in lost opportunities, and we designed Brokerkit specifically to solve this massive problem in the industry.
From Recruiting, find the action bar along the left-hand side and click Today.
Today is, appropriately enough, where you'll start your recruiting activities each day. Here, you'll find your Upcoming Appointments and can click ahead to see what's upcoming, and New Leads that need attention, and any Tasks you have scheduled for today.
Changing the Status on a New Lead, setting a new Task date, or logging or deleting your appointment will clear them from your various Today menus.
Leads is where you'll find all available leads. Here you can start smart campaigns, assign tasks, add labels, and change the status of leads either individually or in bulk.
Tasks will display your Tasks dashboard, here you can view Tasks due today, due later, any overdue tasks, or view all Tasks at once.
The Backlog is a concept we created because we found that recruiters wanted to import many, many leads from BrokerMetrics, etc., but had yet to build a relationship with those people. Therefore, Backlog is your pool of prospects. If your Today screen is looking a little sparse, you'll want to head to your Backlog and start reaching out.
Any lead that lacks a task lives in your Backlog. They may be assigned to a Smart Campaign or be receiving a bulk email, but no task indicates no intention to reach out to this specific lead. To move a lead from the Backlog, simply add a note, send an individual email, or send a text, and set up a task when you do so.
Reports is where you can access your Live Pipeline Report as well as the Recruiting Activity Dashboard, below is a short video detailing these two features.
The Live Pipeline Report is used to track leads you have met with going through different stages of joining your team.
The Recruiting Activity Dashboard is an accountability report on activity because the activity level is what really drives results. This is used for tracking your own activity, or that of your team.