Uploading and Adding Agents to Your Retention Roster

When you first sign up for Brokerkit, we'll ask for a roster of your current agents, along with important dates and contact information. The more information we have at the start, the quicker you're up and running. Please email us at help@getbrokerkit.com to request our team roster updated template so you can see all of the fields we can import along with a description of those fields.

An Agent ID is required to accurately update your team's production and can be found in BrokerMetrics. Without it, the system can only rely on matching the agent's email address. Since many of our clients use a franchise-specific vanity email after they sign an agent, this is unreliable and results in duplicates. Click here to learn more about updating your team's production. 

Once your roster is uploaded, there are a few ways you'll add new agents. The most common will be to turn a lead into an agent.

From the Recruiter screen, select an agent to open their profile. Along the top action bar, click Log Appt.

Add any applicable notes, select a Pipeline Rating if you'd like the lead to appear on your Pipeline Report, and then select the Signed from the Status drop-down menu. Last, click Log Appointment.

Your lead is now an agent with your brokerage and will move to the Onboarding phase. Click here to learn more about the difference between Onboarding and Active agents.

If a lead was not in your system and you don't want them to appear on your Pipeline Report, you can add them directly to Retention.

From the Retention screen, click Add Team Member.

Enter the team member's name, email, title, and role, then click Save. Click here to learn more about the different levels of access each role provides.

After clicking Save, you'll be taken to the agent's profile. Click Edit along the right-hand side. Here you can add additional contact information, important dates, notes, follow-up dates, or adjust their status.

Now it's just a matter of bringing agents in, and remember to log your appointments as they sign. If you find your roster has fallen by the wayside and needs an overhaul, click here to learn more about your options.