Engage leads with polished, high-impact content that drives meaningful conversations. By setting up your base presentation once, BrokerBlocks automatically adapts and fine-tunes it for each client — saving you time while ensuring every touchpoint feels personal, relevant, and memorable.
You can send a Presentation Touchpoint through:
Top Leads To Action (Active NBAs)
My Leads (Contact List)
🚀 Get Started
Once you log in, you'll land on your dashboard. At the center, you'll find your Top Leads To Action cards — highlighting the leads that need immediate attention so you always know where to focus first.
For new leads, the first recommended touchpoint is the Presentation Touchpoint, designed to make a strong first impression and start the conversation.
You have two options when you find your lead:
Review Presentation — send it right away from the pre-filled screen
Edit Touchpoint — personalize the message and add details before sending
📋 Review Presentation
When you click Review Presentation, you're taken directly to the send screen. From there, you can fine-tune the subject and body, choose your delivery channel, and preview the touchpoint in real time before sending.
✏️ Edit Touchpoint & Quick Editor
Select Edit Touchpoint to personalize each slide before sending. The Quick Editor opens first — a fast way to customize your personal note, update review links, or add a custom review. Once finished, click Send to open the send options window.
🧩 Editing Your Slides
Click Go to Full Presentation Editor to open the complete presentation with the slide list in the right sidebar. Each slide has two options: Edit to customize content, or Hide to temporarily remove a slide while keeping it available for future use.
At the bottom of each slide:
Edit — modify the active slide
Prev / Next — move between slides
Save — save changes to the current slide
Continue — proceed to the send options screen
Slide 1 — Company Intro
Upload your company logo
Add your company name and website
Write a short, high-impact headline that appears across all client presentations
💡 Keep it bold and memorable — this headline sets the tone for everything that follows.
Slide 2 — Realtor Note
Automatically populated from the client opportunity
Includes your name, email, and phone number
✅ Fully personalized and ready to go. No edits required.
Slide 3 — Commitment
Show your dedication to personalized, one-on-one client support
Reinforce your promise of a smooth, efficient, and stress-free experience
Communicate confidence, guidance, and advocacy at every step
💡 If editing, stay aligned with your brand voice and style guide.
Slide 4 — Dedication & Expertise
Highlight your commitment to achieving client goals
Showcase your persistence, professional expertise, and local market knowledge
Position yourself as a trusted advisor, not just an agent
Slide 5 — Communication
Auto-filled using your saved contact information
Ensures clients always know how and when to reach you
✅ No edits needed.
Slides 6–7 — Networking & Collaboration
Explains how your professional network works together to support client success
Reinforces teamwork, efficiency, and results
✅ Best used as-is to maintain consistency and clarity.
Slides 8–10 — Reviews
Feature real client experiences to build trust and credibility
Add written or video reviews from Google, Silo, or custom sources
One review per slide — paste the text or link and BrokerBlocks handles the formatting
💡 Combine written and video testimonials for maximum impact.
Slides 11–14 — Services
Clearly outline your core services, including the home buying process, available loan options, and what clients can expect when working with you
Final Slides — Additional Services & Contact Info
Highlight value-added services such as staging consultations, acknowledgements, or unique offerings
The Contact Me slide automatically fills in your email, phone, website, and office address
✅ No manual updates required.
✨ This presentation structure keeps your message clear, professional, and client-focused — helping you build trust, showcase value, and create meaningful conversations.
📤 Ready to Send?
Once you've finished updating the presentation, click Continue to open the send options screen. From there, edit the subject and body, review the touchpoint preview, and choose whether to send via Group Text, email, or both before clicking Send.
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.