Please follow the checklist below as a new user to get started with Brokerkit:
- Log In here following these directions here as you need to be logged in for the links below to work
- Select your pricing plan and confirm we have the correct credit card on file here
- Add other users into your account in the Manage Team page here as described here
- Update your User Settings here
- Add your email signature
- Add your Title, Cell Phone Number, and Headshot image which will show on your personal landing page here
- Add your office address here which will show on the embedded map on your landing page here
- Select your Brokerkit phone number here which is used for outbound texting and calling as described here and here respectively.
- Import Your Contacts (Recruiting Leads, Retention Team Members)
- Select your MLSs that you will import data from in the MLS Settings tab here
- Import your data in the Data Import tab here using one of our 5 importers described below:
- Relitix Integration: Importing data from with the Relitix integration
- MarketView Broker file import: Importing recruiting leads from MarketView Broker
- BrokerMetrics file import: Importing recruiting leads from BrokerMetrics
- Team Members: Import your agent roster: Import Template | How-To
- Leads: Import other recruiting leads: Import Template | How-To
- Merge your Duplicates in the Merge Duplicates tab here as detailed here
- Log in to Brokerkit on your phone or tablet detailed here
- Review our training content in video or help article format here:
- Training Videos
- Help Articles: Getting Started | FAQ | Agent Recruiting & Retention Best Practices
If you run into any blockers, please email us at help@getbrokerkit.com
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