Brokerkit is designed to prevent the majority of duplicates, but there's no way to prevent them all. Brokerkit will match on an agent's unique MLS Agent ID or their email whenever a file is uploaded. However, if the lead was entered by hand, had a different email address, or came in through your landing page or the API, it could create a duplicate record.
How to Identify Duplicates
- Click your name in the top right to go to the user profile menu and select Data
- Once on the Data page, select the Merge Duplicates tab
Leverage one of the below filters and then click Identify Duplicates
- Duplicate Email address
- Duplicate Agent ID
- Duplicate Name
How to Merge Duplicates
- Select a Primary record
- Once the primary record is selected, click Merge Into Primary on any secondary record and they will be merged into the Primary record
- Agent ID/MLSs, email addresses, emails, texts, and any activities (e.g. calls, sticky notes,..) logged will be merged from the secondary record into the primary record and then the secondary record will be deleted.
- The selected Primary record will override the data in certain fields on the secondary record including company information and production values.
- For team members in Retention, records will have a tag with the role of that user next to their name (e.g "Agent")
- If you select a team member from Retention as the secondary record and merge it into a different primary, the user account will be removed for that secondary (even if you merged it into a lead which will not have a retention user account)
- When you hover your mouse over the button Merge Into Primary, a tooltip will appear detailing how the merge will work
- If you click on the name of the person, it will open their profile in a new browser tab for you to review the details of each record side by side.
- Note that if you find duplicates with the same email address or agent ID, it is highly likely that they are the same person and the records should be merged. However, when you scan for duplicate records with the same name they might not be the same person and as such you really need to review both records to be sure it is the same person before merging the two.