If you have any support staff, appointment-setters, or recruiting assistants in your office, Brokerkit makes it easy to track their progress so you always know who is in your funnel, and where to focus so you can crush your recruiting goals.
There are a few tools you can use to track progress, depending on how detailed you want to get. The most important one to know is your Pipeline Report. From the Recruiting screen, click Reports on the left-hand side of your screen.
From your Pipeline Report, you can see an overview of your entire brokerage's recruiting funnel, filter by team members for individualized reporting, and view your Signed and Joined agents to track thier progress in on boarding. Click here to learn more about your Pipeline or here to learn more about how to export and share your report.
If you want to track activity earlier in the process, there's an easy way to do that too.
From the Recruiting screen, click Show Advance Options under the search bar. Here, we can filter leads by owner to see who is working which leads, set a date range to view the Last Activity with a lead, or the Last Appointment set or logged with a lead.
And of course, you can always track leads individually. Any communication, status change, or activity performed on a lead is tracked in the leads' profile. From the Recruiting screen, simply click the name of the lead you want to view, and any history will appear in the Recent Activity.
From here, you can see a time stamp of who did what and when with every action taken on a lead.
With tracking like this, no one on your staff is ever stepping on toes or doing double work with a lead, and you always know where you need to be to hit your goals.
Comments
0 comments
Please sign in to leave a comment.