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  1. Brokerkit
  2. Getting Started
  3. Setting Up your Team and Managing Your Agents

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
  • Managing Departing Agents - Archiving, Affiliating, and Re-recruiting
  • Transferring leads and team members between accounts in an organization
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