New User Onboarding Checklist
- New User Getting Started Checklist
- How To Import Data
- Tips for Recruiting and Retaining Real Estate Agents
- Creating and Applying Smart Campaigns
- Campaign Library
- How to improve email deliverability
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
- 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
- Adding and Editing Individual Leads
Communicating With Leads
- Using the video recorder and video library to send video messages
- Call and Text Message Billing
- How to Manage your Tasks
- Outbound Calling with the Dialer
- Sending Individual Emails
- Adding Images, Links, and Attachments to Emails
Configuring Integrations
- How to configure the Relitix Integration in Brokerkit
- Integrating with Zapier for importing leads or agents
- How to integrate with Wizehire via Zapier
- Integrating SmartSetter with Brokerkit
- Integrating Facebook Ads with Brokerkit
- Automatically Importing your Wright Brothers Leads
Getting started with Retention
Bulk Email, Templates, Smart Campaigns and Smart Campaign Triggers
- Common Reasons Why Emails Go to Spam
- Creating, Using, and Managing Text Templates
- Create and manage Smart Campaign Triggers
- Using engagement tracking with your leads and agents
- How to use variables in Smart Campaigns?
- Creating, Using, and Managing Email Templates
Landing Pages
- Forwarding your Godaddy domain to your Brokerkit landing page to brand the URL
- How to add a landing page from BrokerKit to your site with iframes
- 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