New User Onboarding Checklist
Finding and Organizing your Leads
Setting Up your Team and Managing Your Agents
- Managing accounts linked in an Organization
- 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 or Affiliate user
- Sharing Activity Updates with Agents and Affiliates
Importing, Updating & Capturing Leads
- How To Import Data
- Importing and Updating Leads from BrokerMetrics
- Importing and Updating Leads from MarketView Broker
- Identify & Merge Duplicates
- Updating your MLSs for your account and linking to leads and team members
- Configuring your production labels
Communicating With Leads
- Call and Text Message Billing
- Managing Tasks
- Outbound Calling with the Dialer
- Sending Individual Emails
- Adding Images, Links, and Attachments to Emails
- Adding Video to Emails
Configuring Integrations
- How to add a landing page from BrokerKit to your site with iframes
- Brokerkit API
- How to set up a Corporate Microsoft Account for use in BrokerKit.
- Integrating with Zapier for importing leads or agents
- Automatically Importing your Wright Brothers Leads
- How to configure your Facebook Pixel for conversion tracking and remarketing audience creation for Landing Pages
Getting started with Retention
Bulk Email, Templates, Smart Campaigns and Smart Campaign Triggers
- Creating, Using, and Managing Text Templates
- Creating and Applying Smart Campaigns
- Campaign Library
- Create and manage Smart Campaign Triggers
- Using engagement tracking with your leads and agents
- How to use variables in Smart Campaigns?