Welcome to BrokerBlocks—Your AI-Powered Sales Follow Up Tool for smarter, faster, more personalized real estate follow-up. This guide will walk you through the basics of getting set up, so you can start turning conversations into conversions.
Each section below gives you a quick overview and links out to a detailed article for deeper guidance. Bookmark this page and use it as your checklist while learning the system!
✅ 1. What is BrokerBlocks?
BrokerBlocks helps you send custom-branded, AI-generated follow-up messages based on your real conversations. It integrates with your CRM, personalizes your outreach, and saves you time by automating next best actions (NBAs) for your leads.
✅ 2. How to Sign Up
We’re currently in a beta release, so if you haven’t received an invite, email us at levelup@brokerblocks.com. Once invited, you’ll get a setup link to create your account and begin onboarding.
✅ 3. How to Invite Your Team
When you join BrokerBlocks, we’ll help onboard your full roster. As your team changes, just let us know—our team can assist with adding or removing members anytime.
✅ 4. Customizing Your Profile
Your profile powers your Touch Points. After verifying your email, you’ll be prompted to complete your info: phone number, branding, social links, review sources, and more. You can also return later to make updates.
✅ 5. Sending Your First Touch Point
Once your setup is complete, you’ll land on your dashboard where you can practice with our Training Leads. These allow you to test out messaging before reaching real clients—perfect for exploring how Touch Points work.
✅ 6. Importing Your Leads
BrokerBlocks connects to your CRM and pulls in contacts based on your import settings. You can manage which CRM stages sync, manually import contacts, or use our widget from your CRM contact page.
✅ 7. Tracking Engagement
Want to know who’s paying attention? You can track opens, reactions, and replies right inside BrokerBlocks. See what’s working and tailor your follow-up even further.
✨ Next Steps
Keep this guide handy as your home base and move through each article at your own pace. When you’ve gone through all the linked guides, you’ll be ready to take full advantage of what BrokerBlocks has to offer.