Please follow the checklist below as a new user to get started with Brokerkit:
- Log In here
- Follow 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
- Update your User Settings here
- Add your email signature
- You can add your Title, Cell Phone Number, and Headshot image, which will show on your personal landing page here.
- Update your Account Settings here
- Set Up Calling & Texting
- Import Contacts (Recruiting Leads, Agent Roster)
- Select the 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 five importers described below:
- Relitix Integration: Importing data from 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:
- Tutorial Videos
- Help Articles: Getting Started | FAQ
- Brokerkit Academy videos on agent recruiting and retention best practices
If you run into any blockers, please email us at support@getbrokerkit.com
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