Give every new agent a strong start.
When a recruit signs, they move to Onboarding with everything you learned while recruiting them, so your team picks up right where recruiting left off.
“I am in Brokerkit nearly every day to manage onboarding for the new agents.”
Nothing to retype
Mark a recruit Signed and they move to Onboarding with their notes, messages, calls and production.
Onboarding campaigns
Start an onboarding campaign of emails and texts on each agent’s join date, with videos and documents that welcome them, share training and send the forms they need to complete.
Onboarding task plans
Use campaigns to build task plans that start automatically, with every onboarding task assigned to the right team member.
Who’s onboarding
Your Today page and daily email list every agent still onboarding, so no one is left waiting.
Retention campaigns
Run automated drip campaigns that check in with your agents, share ongoing training and help them reach the next level.
Owners
Assign each new agent an owner, so everyone knows who is helping them get started.
Stay in touch with every agent, all year.
Agents stay where they feel known. Brokerkit shows who is due for a personal touch and handles the dates for you.
“I’ve also been able to manage retention of my current agents…”
Retention Reminders
See every agent with no one-to-one contact in the last 30 days, right on your Today page.
Birthdays and anniversaries
Send birthday and anniversary messages automatically with campaign triggers.
License renewals
Remind agents before their license expires, a day, a week or a month ahead.
Email and text
Send and receive email with your own Gmail or Outlook account, and text two ways, to one agent or your whole team.
Segments
Filter your team by production, anniversary, labels, owner and more, then save the list or message it in bulk.
Calls and video
Call from the built-in dialer, or record a quick video and send it by email or text.
AI Assist AI
Draft check-ins, milestone notes and congratulations with AI Assist, then review them before you send.
On your phone
Use Brokerkit on your phone. Get text replies forwarded to your phone, reply right there, and the conversation is still logged.
Documents
Upload policy changes, promotions and other news to your document library, then email or text them to your agents.
Coach with the numbers in front of you.
Each agent’s production sits on their record, so coaching conversations start from facts.
“Every time one of my agents opens up your video, I get an email.”
Production on every record
See each agent’s production over the last 12 months, how it’s changing, their average sales price and active listings.
Keep it current
Update production with team imports, or sync it from Relitix and Courted.
Coaching appointments
Schedule coaching sessions on your Google or Microsoft calendar and log each one on the agent’s record.
Private coaching notes
Notes and appointments for your agents are shared with staff only, unless you choose otherwise.
Coaching opportunities
Use Relitix and Courted data, such as Listing Effectiveness Grade and Expected Future Growth, to see where an agent could use help.
Live Pipeline Report
Track agents as they move from Recruiting to Onboarding to Retention.
Spot changes early and reach out first.
Relitix and Courted data in Brokerkit tell you when your agents list, go under contract or close, and which ones may be thinking about a move, so you can celebrate wins and start the right conversation.
Agent Alerts
With Relitix, get an alert when one of your agents lists a property, or a property they represent goes pending, goes under contract or closes.
Automatic congratulations
Use Agent Alerts as campaign triggers to send congratulations by email or text, or create a task to call.
Daily alert email
Start the day with My Agent Alerts Today, an email of your agents’ new listings and closings.
Move signals
See and filter your agents’ Relitix Switch Risk and Courted Likelihood to Move. Treat them as a cue to check in, not a prediction.
Gone quiet
See when each agent last heard from you and last signed in to Brokerkit.
Production shifts
See how each agent’s production is changing, with Courted tags such as Rising Star and Decreasing Sales, so you notice who is taking off or slowing down.
Everything included in Retention.
One place to onboard, engage and coach your agents. Some features and limits depend on your plan. See plans.
Onboard
- Onboarding status and Today list
- Onboarding campaigns on join date
- Onboarding task plans
- Retention campaigns
- Document and video library
- Owners and permissions
Stay in touch
- Gmail and Outlook email
- Two-way and bulk texting
- Dialer with call recording
- Video recorder
- Birthday, anniversary and license triggers
- Retention Reminders
Coach
- Production on every record
- Team imports
- Relitix and Courted sync
- Coaching appointments on your calendar
- Staff-only notes
- Live Pipeline Report
Spot changes
- Relitix Agent Alerts
- Alert-triggered campaigns and tasks
- Daily alert email
- Relitix Switch Risk and Courted Likelihood to Move
- Last contact and last sign-in
Organize
- Advanced filters and saved searches
- Labels
- Bulk email, text, notes and tasks
- Inbox for replies
- Use it on your phone
AI
- AI Assist for emails, texts, tasks and notes
- Retention and milestone prompts
- Claude and ChatGPT through MCP
From recruiting to retention, in one place.
“I bought Brokerkit for recruiting, I now use it equally for retaining my agents.”
“We’re easily able to keep track of all our prospective recruits and existing agents who may need some contact.”
“Our communication with our team has greatly improved as a result.”
Get started with our Customer Boot Camp.
Every new Brokerkit account includes our Customer Boot Camp, so your team is ready from day one.
Send your data
Give us your agent and recruit data, and complete the onboarding questionnaire about your company.
Set up with a specialist
In a dedicated session, an onboarding specialist helps you finish setting up email, texting and calling, load your data and connect any data integrations.
Train and coach
Join three Customer Boot Camp training sessions: the first on the product, the other two on coaching.
Want it built for you?
Add the BrokerBoost Recruiting & Retention Launch Package, and we build out your recruiting system, load and personalize your birthday, anniversary and license-renewal campaigns, and help you load those dates for your agents.
Questions brokers ask.
What is agent retention software?
It helps a brokerage keep its agents by making onboarding, regular contact and coaching consistent. Brokerkit is AI-enabled agent retention and onboarding software, built into the same CRM you use to recruit.
What happens when a recruit joins?
Mark them Signed and they move to Onboarding with their notes, messages, calls and production. When they’re settled in, mark them Active.
Can I automate birthdays and anniversaries?
Yes. Campaign triggers can send messages on birthdays, anniversary months, license expiration dates and join dates.
Do I need Relitix or Courted?
Agent Alerts and Switch Risk need a Relitix subscription, and Courted insights such as Likelihood to Move need Courted. Onboarding, campaigns, messaging and coaching work without them.
Does it work with Gmail and Outlook?
Yes. Send and receive email with your Gmail or Outlook account, and schedule appointments on your Google or Microsoft calendar.
How do we get started with Brokerkit?
Every account includes our Customer Boot Camp. You send us your data and complete an onboarding questionnaire. An onboarding specialist then helps you finish setting up email, texting and calling, load your data and connect any integrations. Three training sessions cover the product and coaching. The Launch Package is an add-on: we build out your recruiting system, load and personalize your birthday, anniversary and license-renewal campaigns, and help you load those dates for your agents.
How does Brokerkit use AI?
AI Assist drafts emails, texts, tasks and notes, with prompts for check-ins, milestones and coaching follow-ups, and you review them before they go out. You can also connect Claude or ChatGPT through MCP.
See your retention process in Brokerkit.
We’ll show you how your team can onboard new agents, stay in touch and coach production in one place.