Managing accounts linked in an Organization

Primary Features of an Organization

Organizations in Brokerkit serve three main functions:

1 - Enable the transfer of recruiting leads and retention team members across offices. To learn more about transferring profiles in Brokerkit Recruiting and Retention click here.

2 - Enabling rolled-up reporting for the organization in the reporting tab. To learn more about reporting click here.

3 - Enable the donation of campaigns to the campaign library within the organization. To learn more about donating campaigns click here.

Managing Pipeline and Activity Reports

About the Campaign Library