Welcome to BrokerBlocks — your AI-powered follow-up engine for smarter, faster, and more personalized real estate engagement. This guide covers the essentials to get you set up and start turning conversations into conversions.
Each section below provides a quick overview with links to deeper, step-by-step guidance. Bookmark this page and use it as your go-to checklist as you learn the system.
✅ 1. What is BrokerBlocks?
BrokerBlocks is an AI-powered follow-up tool that integrates directly inside your CRM — allowing your team to send hyper-personalized follow-up messages seamlessly through SMS and directly within the CRM.
✅ 2. How to Sign Up
Once your admin account is activated by our Sales team, you'll receive an invitation from chat@brokerblocks.com. Use the profile setup link in that email to create your account and begin onboarding.
✅ 3. How to Invite Your Team
Getting your team onboard is effortless. Once you're live on BrokerBlocks, we'll help activate your full roster. As your team grows or changes, just let us know and we'll take care of the rest.
✅ 4. Customize Your Profile
Your profile fuels every Touchpoint. Once your email is verified, complete your details — phone number, branding, social links, review sources, and more — so BrokerBlocks can deliver fully personalized, on-brand messaging. You can update your profile anytime as your business evolves.
✅ 5. Sending Your First Touchpoint
Once your setup is complete, you'll land on your dashboard where you can practice with Training Leads. These allow you to test messaging before reaching real clients — perfect for exploring how Touchpoints work.
✅ 6. Importing Your Leads
BrokerBlocks connects seamlessly with your CRM to sync contacts based on your import settings. Control which stages are included, manually import contacts, or use the BrokerBlocks widget directly from your CRM contact page for added flexibility.
✅ 7. Track Engagement That Matters
See who's engaging at a glance. Track opens, reactions, and replies directly in BrokerBlocks, then use those insights to fine-tune your follow-ups and double down on what works.
✨ Next Steps
Use this guide as your home base and move through each article at your own pace. Once you've completed the linked guides, you'll be fully equipped to get the most out of BrokerBlocks.
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.