Understanding the Admin, Staff, Agent, and Affiliate Roles

Brokerkit is perfect for brokerage offices/teams of all sizes - whether you're leading the charge alone or have a 10 person support staff behind you. To this end, Brokerkit has 4 different user Roles which grant different levels of access for you and your team:

Admin

• Admins have access to all of Brokerkit and the entire lead database, can add or remove other Staff and Admins, manage team settings, add and edit Smart Campaigns, add or edit labels, customize company landing pages, adjust billing settings, and more.
• Landing Page: They will get their own dedicated landing page which they can retrieve in their referral account with their bio image and contact information superimposed on the standard team landing page template. Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead.
• Admin-level access should be restricted to only those you trust with the keys to your recruiting engine.

Staff

• Designed for your recruiting and retention staff, this level includes full access to your lead database, no team functionality, ability to add and edit Smart Campaigns, the ability to add or edit labels, no landing page customization, and no access to billing settings.
• Landing Page: They will get their own dedicated landing page which they can retrieve in their referral account with their bio image and contact information superimposed on the standard team landing page template. Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead.
• Your front desk, training, or other staff that assist with recruiting all fit this role. Often, they'll make heavy use of the mass text and email features when contacting your existing agents.

Agent 

• Referrals: Built to give agents a stake in the recruiting process, agents have a limited dashboard allowing them to refer new agents and view your progress with anyone they've referred.
• They are unable to send communications or access any leads beyond those they've referred. They do have the ability to edit the Agent Notes field on any existing referrals to log updates.
• Landing Page: They will get their own dedicated landing page which they can retrieve in their referral account with their bio image and contact information superimposed on the standard team landing page template. Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead.
• Communications: Admin or staff users can send emails and texts to them in the Retention module.
• Onboarding/Task Management: Admin or staff users can manage their onboarding and ongoing task management in Retention.

Affiliate

• Much the same as agents, this is your catch-all for agents in other offices, vendors, mortgage providers, or other partners you receive referrals from.
• They're separated so you can clearly define who internal communications are sent to.
• Referrals: Built to give your partners a stake in the recruiting process, affiliates have a limited dashboard allowing them to refer new agents and view your progress with anyone they've referred. 
• They are unable to send communications or access any leads beyond those they've referred. They do have the ability to edit the Agent Notes field on any existing referrals to log updates.
• Landing Page: They will get their own dedicated landing page which they can retrieve in their referral account with their bio image and contact information superimposed on the standard team landing page template. Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead.
• Communications: Admin or staff users can send emails and texts to them in the Retention module.
• Task Management: Admin or staff users can manage your tasks for them just like your agents.

Click here to learn more about setting your team member's roles and managing your staff.