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 to your BrokerBlocks account, you’ll land on your dashboard. You’ll see two main sections designed to help you take action faster.
At the center of the dashboard, you’ll find your Top Leads To Action cards, highlighting the leads that need your immediate attention so you know exactly where to focus next.
For new leads, the first recommended touchpoint is the Presentation Touchpoint, designed to make a strong first impression and start the conversation.
You can select Review Presentation to send it right away, or choose Edit Touchpoint to personalize the message and add additional details to your slide.
Review Presentation
When you click Review Presentation, you’re taken directly to the send screen. From there, you can fine-tune your message by editing the subject and body, choose how you want to connect with your lead, and preview the touchpoint in real time before sending.
Edit Touchpoint
Select this option to personalize or update each slide to match your tone and the conversation. When you click Edit Touchpoint, the Quick Editor opens, allowing you to make fast, meaningful updates.
Quick Editor
Start with a ready-made personal note template that you can easily customize. You can also update your review links or add a custom review as needed to keep your message relevant and personal. Once finished, you’ll have the option to Send, which opens the send options window.
Editing Your Slides
When you click Go to Full Presentation Editor, the complete presentation opens with a pre-built slide list in the right sidebar. Each slide includes two options:
Edit – Customize the content to better match your client’s needs.
Hide – Temporarily remove a slide while keeping it available for future use.
This gives you full control over what your client sees, without losing flexibility.
At the bottom of the slide, you will see the following options:
Edit - Click to modify the currently active slide.
Prev / Next - Use these buttons to move between slides.
Save - Click to save any changes made to the slide.
Continue - Select this option to proceed to the send options.
Slide 1: Company Intro
Upload your company logo to establish brand recognition.
Add your company name and website.
Write a short, high impact headline that appears across all client presentations.
💡 Pro Tip: 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.
💡 Pro Tip: 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 to 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 to 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.
💡 Pro Tip: Combine written and video testimonials for maximum impact.
Slides 11 to 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.
Once you finish updating the slide presentation, click Continue to open the send options screen. From there, you can edit the copy of the subject and body, review the touchpoint preview, and choose whether to send it via Group Text, email, or both before clicking send.
Have questions?
Reach out to our BrokerBlocks Member Success team at help@brokerblocks.com and we’ll be happy to help.