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BrokerBlocks dashboard overview

Learn where everything is in BrokerBlocks. Dashboard basics. Dashboard tips.

Updated over a year ago


The top of your dashboard:

  1. Account settings: Update your profile, Zillow and Google review links, and notification preferences.

  2. Notifications: Appointments and important updates.

  3. Calendar: Visual view of your upcoming commitments.

  4. Add opportunity: Add leads with as much detail as you want.



    The dashboard is organized into three main sections:

  1. Leads Section (Left Pane): Here, you can add or import leads, search through your leads, and select a specific lead to work with.

  2. Upper Pane: Displays "Recommended Next Best Actions," offering a snapshot of the leads that need your immediate attention and the suggested actions for each lead.

  3. Lower Pane: Contains each touchpoint available for you to use, once you to select a specific lead from your opportunities list you choose any touchpoint to send.

Note: At any point click on the BrokerBlocks logo to head back to the dashboard.


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