When we spoke to our clients, what surprised us most was the lack of effective systems in place to help retain the agents they worked so hard to recruit. The Retention portion of Brokerkit offers a simple but powerful way to track your agent's growth, enable mass communication with your team, and build long-lasting relationships.
Regardless of who handles recruiting for your office, your entire staff plays a part in retaining your agents and should have a hand in the Retention portion of Brokerkit, right down to the Compliance Officer.
Click Recruiter at the top of your screen, and select Switch to Retention.
Just like the recruiting side of Brokerkit, Retention is broken down into a few sections:
Just like with recruiting, your Today view is where you'll start and spend most of your time.
The Add Team Member button allows you to bypass recruiting and add someone directly to your brokerage, whether they're an agent, staff, or affiliate. This also means they won't appear on your Pipeline Report and muddy any reporting if you're just trying to update your roster.
NOTE: Be sure to check your current leads before adding someone to your team. If they're a licensed agent, it's highly likely they already exist in the system, and adding them directly to Retention will create a duplicate.
On the right, you can select Blast Team to email or text all your agents. Keep in mind that Blast Team purposely excludes affiliates, but will send an individual email or text to all admins, staff, and agents.
Next, you have any Follow Ups assigned to you or your staff for the day, along with any that are overdue.
Onboarding is where agents will show up after they've been marked Signed in Recruiting. This way, you can easily track an agent who's yet to complete training, paperwork, or other initial steps to join the brokerage.
Once they complete Onboarding, select the agent to open their profile. In the upper right-hand corner, select Active to make them a full-fledged agent.
Active is where you'll find any agents that are due for Retention calls. By default, they are sorted by the longest since you personally made the last contact.
By design, Brokerkit will guide each staff member to call agents on your roster who they haven't spoken with the longest, to encourage the entire staff to build relationships with everyone on the roster. This way the possibility of a single point of failure is eliminated, and each agent's relationship with the entire office is strengthened.
Just like on the recruiting side, you have the Later screen containing all your upcoming Follow Ups, and a Backlog of any agents who lack a followup date. Your goal should be to keep your Retention Backlog empty, as everyone should have a tough schedule to keep them engaged and on track.