New User Getting Started Checklist

Please follow the checklist below as a new user to get started with Brokerkit:

1. Log In here
   1. Follow these directions here, as you need to be logged in for the links below to work.
2. Select your pricing plan and confirm we have the correct credit card on file here.
3. Add other users
   1. Add users in the Manage Team page here as described here
4. Update your User Settings here
   1. Add your email signature
   2. You can add your Title, Cell Phone Number, and Headshot image, which will show on your personal landing page here.
5. Update your Account Settings here
   1. Add your brokerage logo so it shows on your video landing pages
   2. Add your office address here, which will show on the embedded map on your landing page here
   3. Set up your email sending domains here.
6. Set Up Calling & Texting
   1. Select your Brokerkit phone number here, which is used for outbound texting and calling as described here and here, respectively.
   2. Register your phone numbers for verified calling and texting here
7. Import Contacts (Recruiting Leads, Agent Roster)
   1. Select the MLSs that you will import data from in the MLS Settings tab here
   2. Import your data in the Data Import tab here using one of our five importers described below:
      
      1. Relitix Integration: Importing data from the Relitix integration
      2. MarketView Broker file import: Importing recruiting leads from MarketView Broker
      3. BrokerMetrics file import: Importing recruiting leads from BrokerMetrics
      4. Team Members: Import your agent roster: Import Template | How-To
      5. Leads: Import other recruiting leads: Import Template | How-To
   3. Merge your Duplicates in the Merge Duplicates tab here as detailed here
8. Log in to Brokerkit on your phone or tablet, detailed here
9. Review our training content in video or help article format here:
   1. Tutorial Videos
   2. Help Articles: Getting Started | FAQ
   3. Brokerkit Academy videos on agent recruiting and retention best practices

If you run into any blockers, please email us at support@getbrokerkit.com