Software > Services > Real Estate Agency > Brokerkit
Recruiting and retention CRM for real estate brokerages.

Brokerkit

Recruiting and retention CRM for real estate brokerages.
 
 
 
 
 
 
 
 
Updated on 27. Aug 2026 by SoftGuide

What is Brokerkit?

Brokerkit is a web-based growth platform for real estate brokerages that want to improve agent recruiting, onboarding and retention in one dedicated system. The software combines a real estate recruiting CRM with campaign automation, communication tools, lead capture, team collaboration and retention workflows. Instead of managing prospects, follow-ups, agent rosters and onboarding tasks in spreadsheets or disconnected tools, Brokerkit centralizes the relevant contacts, activities and communication history in a structured platform.

The solution is designed for brokers, brokerage owners, team leaders, recruiters and office managers who need a reliable process for finding productive agents, keeping in touch with prospects and supporting agents after they join the brokerage. Brokerkit focuses on the specific requirements of real estate organizations, including recruiting pipelines, production-based segmentation, agent alerts, onboarding campaigns and retention touches.

Benefits for real estate brokerages

Brokerkit helps brokerages build a more consistent recruiting and retention process. Teams can prioritize daily follow-ups, automate repetitive outreach, capture leads from multiple sources and keep all activity visible in one place. This supports faster response times, fewer missed opportunities and a clearer overview of the recruiting pipeline. For existing agents, Brokerkit helps managers maintain relationships, automate onboarding steps and schedule retention communications based on important dates or activity changes.

Highlights and key features

  • Real estate recruiting CRM for managing agent prospects, follow-ups and recruiting pipelines.
  • Agent Alerts for timely outreach based on prospect or roster activity.
  • Smart Campaigns with automated emails, SMS messages and tasks.
  • Recruiting campaign templates that can be customized for brokerage-specific outreach.
  • Integrated 2-way SMS texting for direct communication with prospects and agents.
  • Dialer functions with call recording to support call-based recruiting workflows.
  • Google and Microsoft integration for emails and calendar appointments.
  • Lead capture via landing pages, API, Zapier and integration partners.
  • Import of leads and agent data from sources such as BrokerMetrics, MarketView Broker and spreadsheets.
  • Lead and roster segmentation by attributes such as company, city, production values, tags, birthdays, anniversaries and other criteria.
  • Automated social media profile lookup for recruiting leads.
  • Automated onboarding workflows to help new agents become productive faster.
  • Retention campaign templates and reminders for ongoing agent relationship management.
  • Email and text blast capabilities for targeted communication with agent groups.
  • Mobile responsive interface for use on phones, tablets and laptops.
  • Multi-user configuration for teams and offices working together.
  • AI Assist features for writing emails, text messages and notes.

Why choose Brokerkit?

Brokerkit is particularly relevant for real estate companies that want a focused alternative to generic CRM systems. Its workflows are aligned with the realities of agent recruiting and retention, from prospect sourcing and campaign follow-up to onboarding and long-term relationship management. The combination of automation, integrations, communication tools and industry-specific templates can reduce manual work while helping teams remain personal and consistent in every interaction.

For brokerages that want to grow their team, increase recruiting discipline and retain productive agents, Brokerkit provides a practical platform for managing growth from first contact to long-term engagement. Interested companies can contact the provider to discuss fit, integrations, implementation and the most suitable plan for their brokerage structure.

Functions (excerpt) of Brokerkit:

access controls
Address management
API interfaces
Applicant data
Applicant Pipeline
Application management
Authorization profiles
Automated messages
Automation
Calendar and appointment management
Call recording
Call tracking
Campaign management
Candidate Relationship Management
Click-to-Dial
Contact management
Contact persons
Create job postings
CRM
CRM interfaces
Customer data
Customer data import
Customer management
Dashboards
Deduplicate functions
Document archiving
Document input
Drip campaigns
E-mail alerts
E-Mail dispatch
E-mail integration
Interfaces
Job Tenders
Key figure reports
Lead management
Mailing lists
Manage job postings
mobile computing
Multi-user capability
Notes
Onboarding
Phone logs
Processing the applicant pool
Programmed dialing
Publish job advertisement
Report management
Resubmissions
Sample templates
Scheduling
Segmentation
SMS
Social media functions
Software integration
Task management
Text templates, sample texts
Web service integration

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Technical specifications:

Manufacturer:
Brokerkit Services Inc.
Web-based:
yes
SaaS, Cloud:
yes
On-premises (local installation):
no
AI Supported:
no
Multi-user (network-compatible):
yes
Multi-client compatible:
no
Manufacturer based in:
United States
Dialogue language(s):
English
System requirements:
Compatible operating systems (runs with):
Win 11
Win 10
Win Server
Mainframe based
Unix based
Linux based
Mac OS
Mobile OSs (supports):
iOS
Android

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Elevator Pitch
Recruiting and retention CRM for real estate brokerages.
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Multi-user (network-compatible)
yes
yes
no
yes
yes
yes
Multi-client compatible
no
yes
no
yes
yes
yes
Compatible with
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Other requirements for soft- and hardware
MS-SQL or MS-SQL Express
Dialogue language(s)
English
English, German
German
English, German
English, German
English, German
Documentation
Manual
Online Help
Demo version
Technical documentation
Manual
Online Help
Demo version
Technical documentation
Manual
Online Help
Demo version
Technical documentation
Manual
Online Help
Demo version
Technical documentation
Manual
Online Help
Demo version
Technical documentation
Manual
Online Help
Demo version
Technical documentation
Number of installations
800+
>30
First installation (year)
2004
2003
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