Top of Your BrokerBlocks Dashboard
Easily navigate key areas of BrokerBlocks from the top of your dashboard.:
Action Dash - Stay on top of your activity. View recent engagement such as touchpoints sent, alerts and reactions.
CRM - Import new leads and manage your CRM import settings with ease.
Calendar - See a visual snapshot of your upcoming meetings and commitments.
Help (?) – Instantly access BrokerBlocks help articles, guides and how-to resources.
Profile Icon - Manage your account settings, keep your BrokerBlocks profile up to date, or securely sign out of the application.
How Your BrokerBlocks Dashboard Is Structured
Your dashboard is thoughtfully organized into three core sections—designed to keep your workflow focused and your follow-ups moving:
Leads Section (Left Pane)
Your lead command center. Search, import, and manage leads. View active Next Best Actions and CRM-imported contacts all in one place.
Top Leads to Action (Active NBAs) – Upper Pane
See which leads require immediate attention, with clear, recommended next steps to keep momentum moving.
Explore (Touchpoints) – Lower Pane
Turn leads into action with ready-to-use touchpoints.
Content Wallet
A collection of ready-to-use marketing assets designed for quick selection and easy sharing.
Note: You can click the BrokerBlocks logo in the top left at any time to return to the dashboard.