Your BrokerBlocks dashboard is built to keep you focused and moving. Here's a quick guide to everything you'll find and how to navigate it with confidence.
🔝 Top Navigation Bar
Quickly access key areas of BrokerBlocks from the top of your screen:
Action Dash — Stay on top of your activity. View recent engagement including 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 profile up to date, or securely sign out.
📐 How Your Dashboard Is Structured
Your dashboard is organized into four core sections, each 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 your immediate attention, with clear recommended next steps to keep momentum going.
Explore — Touchpoints (Lower Pane)
Turn leads into action with ready-to-use touchpoints organized by phase and type.
Content Wallet
A collection of ready-to-use marketing assets designed for quick selection and easy sharing with clients.
💡 Tip: Click the BrokerBlocks logo in the top left at any time to return to your dashboard from anywhere in the app.
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.