One of the great aspects of Brokerkit is that it includes your existing agents in the recruiting process. Daily activity updates are sent to your Referrers any time you make progress with a lead.
By default, when you assign an agent or affiliate as the Referrer, they'll receive an email confirming this and thanking them for the referral. Any communication or note on a lead in Recruiting will be shared with the Referrer.
You can toggle a communication or note to from Shared to Staff Only by clicking the Eye Icon.
Daily Activity Digests are designed to inform your agents, once daily at 6AM local time, of all the progress you and your team make with agents they've referred. This way agents aren't overwhelmed with updates on every call, yet they stay informed, and thank you for it!
While agents see the information and notes of people they've referred, keep in mind that they can only edit the "Agent Notes" field to log updates there and they will not be able to edit any other field.
Click here to learn more about what agents can and can't do.
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