Brokerkit is great for tracking and communicating with leads, but it only works if you keep feeding it new prospects and keep them up to date.
From anywhere on the Recruiter screen, click Add Candidate in the upper right corner.
Every lead requires a First Name, Last Name, and a unique Email address. You can add multiple email addresses, and you will have the option to either set the type to office, personal or other emails, and set one as the "Main" email which is the one that outbound emails will be sent to.
Other fields are extremely helpful and recommended, but optional. Here, you can also mark the Owner - who is in charge of following up with the lead - and a Referrer if applicable. You can also add your leads cell phone number, agent ID, “Currently at” is for the current company they are at, Total $ Production LTM, Total # Production LTM and your lead's Production Label, Source, Status, and even your lead's rating. Add any information you have on the lead's Production, Current Company, or Notes then click Save.
Note: If you regularly import and update your leads using BrokerMetrics, search for the lead's name or email before adding a new lead - they may already be in your system, and you'll avoid creating a duplicate.
Click here to learn more about importing and updating with BrokerMetrics.
Once you've saved the lead, Brokerkit will automatically take you to the lead's profile. Any notes you've included will appear under Agent Notes. In the upper-right of the lead's profile, we can adjust the lead's Status, schedule a Task, or move the lead between Normal, Backlogged, and Archived states.
Click here to learn more about normal, backlogged, and archived leads.
From here, we can also adjust anything about a lead. Along the right-hand side, click Edit under the Details, Recruiting, or Pipeline sections to make any changes. When you're finished, click Save to continue.
The more up-to-date information you include on a lead, the more context you and your recruiters have when trying to bring them aboard.