Getting Started
Setting Up your Team and Managing Your Agents
- Configuring your production labels
- Understanding the Admin, Staff, Agent, and Affiliate Roles
- Adding and Removing Your Team, Staff, and Admins
- How to Invite (and Remind) Your Agents to Refer Using Brokerkit
- Joining and Using Brokerkit as an Agent
- Sharing Activity Updates with Agents and Affiliates
Finding and Organizing your Leads
Adding, Importing, and Capturing Leads
Communicating With Leads
- Sending Individual Emails
- Adding Images, Links, and Attachments to Emails
- Adding Video Previews to Email
- Setting Up and Sending Texts
- Setting Appointments for Yourself and Others
- Logging and Rescheduling Appointments
Bulk Email, Templates, Smart Campaigns and Smart Campaign Triggers
Running Reports
Getting started with Retention
Configuring Integrations
- How to set up a Corporate Microsoft Account for use in BrokerKit.
- Integrating with Zapier for lead capture
- Automatically Importing your Wright Brothers Leads
- How to configure your Facebook Pixel for conversion tracking and remarketing audience creation for Landing Pages
- How to configure conversion tracking in Google Analytics for Landing Pages
- How to integrate with Wizehire via Zapier