General
Creating Teams and Groups in BrokerBay
Accessing Feature: Admin Tab --> Manage Users Getting Started Before we learn to set up teams and groups, it is important to first understand the difference between the two. A team is a set of agents that work together as a team. A group is a cluster ...
Message Inbox
Getting There: Message Inbox --> Located beside your initials, top right corner This article will help you to navigate the Message Inbox and get comfortable with its search functions. Getting Started The Message Inbox is where you can locate chat ...
How Do I Send A Group Message
Getting There: Admin Tab --> Send Announcement In Real Estate, we sometimes refer to Group Messages as Group Pages, or All Pages. In BrokerBay, the Send Announcement tool allows you to message all of your agents at once. Visit Admin --> Send ...
Unassigned Listings
Accessing Feature: Admin Queue --> Unassigned Tab Getting Started A listing will be Unassigned for one of the below reasons: 1. The listing agent does not yet have an account on your BrokerBay 2. The listing agent's member number is incorrect (this ...
How listing feeds & BLC booking links work
BLC listings pull through to the BrokerBay platform every 2 to 3 minutes from data feeds that are established between BrokerBay and the BLC's Listing platform. Which listing fields sync continuously from BLC? The majority of listing fields will ...
The Admin Queue
Getting Started This article covers everything you need to know about the Admin Queue. All actions on showings are taken via the Admin Queue, including Cancelling or Rescheduling. Remember, the queue is live so you never have to refresh your ...
Setting Up Covid-19 Forms
Getting There: Admin --> Brokerage Settings OR Eyeball Tool --> Configure Showings --> COVID-19 tab Getting Started BrokerBay now automatically tracks COVID-19 forms to ensure showings are being confirmed only when the form has been completed by the ...
How To Process A Showing
Accessing Feature: Admin Queue --> Click on Showing Getting Started This article covers how to service a showing, all the way from contacting a client to delivering confirmation. How-To A brand new showing only has 2 screens start to finish. The ...
Booking A Showing
Getting There: Press Shift + Enter --> Book Getting Started Booking showings with BrokerBay is an easy 3-step process that ensures both the validity of the booking agent's information and deliverability of notifications. How-To The Book Showing ...
How to create, edit & use contacts
Getting There: Contacts tab or Dashboard tab → Contacts card OVERVIEW Agents have the ability to save and manage their client, supplier, and brokerage contact information from within the BrokerBay platform. This article outlines the process ...
How to search for listings & agents outside of your brokerage
Getting There: Universal search bar (Shift + Enter) OVERVIEW BrokerBay's cross-brokerage search feature allows users to locate and interact with MLS listings and agents across the entire BrokerBay platform—not just within their own brokerage. Agents ...
How Do I Message All Agents Who Have Shown The Property
Getting there: My Dashboard tab --> Select listing --> Message Agents tab Draft an email to a group of agents who have shown one of your listings right within BrokerBay. You can remove an agent from a particular message (as shown below), or filter ...
How Do I Send A Message
Getting There: Click Getting Started Our Chat Tool is the first modern messaging system built for how brokerages like to communicate. The key features of the chat tool allow you to: Easily reply to communications sent from your front desk Receive ...
Viewing Your Message History
A history of your messages are stored in your Message Inbox (chat bubble icon) located in the Top Menu Bar. Once inside your inbox you can search for any messages you have sent, received, or been included in by either searching for a subject line or ...
How do I change my notification settings
Getting There: Account menu (top right) → Notification Settings OVERVIEW BrokerBay's fully automated, customizable notification system means that you'll only ever receive the updates you want. You can make adjustments to the types of brokerage ...
How Do I Add Showing Instructions
Getting There: My Dashboard --> Click on Listing --> Showings --> Showing Configuration Getting Started If you are an agent who prefers to add their own showing instructions, this guide will tell you how to do so! Whatever you add on this screen will ...
How Can I Collect Agent Feedback
Getting There: My Dashboard --> Select listing --> Feedback tab Getting Started With BrokerBay's fully customizable feedback forms, you can automatically request feedback from agents and build your own questionnaire. How-To Click Feedback ...
How Do I Pull A Report of Showing Activity
Getting There: My Dashboard Tab --> Select the listing --> Select Showings --> Downloading The List Once inside your Showings Dashboard, you will see a download button in the top right corner. This option allows you to download either an Excel ...
Showing Appointment by Phone Service Number
Members can reach MIBOR's Showing and Property Access Contact Center by dialing (317) 218-0600. Please note the following options are available to members once connected: To create, change or cancel a showing appointment, press 1. To obtain ...