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Guides

Learn BrokerMule, one screen at a time

Step-by-step guides with real screenshots for every part of your real estate CRM: clients, automated listing texts, the buyer portal, calendar, email campaigns, documents and more.

Start hereWhat your buyers getA 2-minute, screenshot tour: the text your buyers get, the portal it opens, the chat with you, and how you hear about every message. 2 min read

Getting started

Set up your account and learn your way around.

Getting startedA ten-minute walkthrough from your first login to your first automated listing text: profile, branding, clients, invite link and plans. 7 min read The dashboardEvery stat, chart and list on the dashboard, what it measures and how to act on it each morning. 8 min read

Clients

Add buyers, organize your pipeline and work each relationship.

Managing clientsUse the pipeline board and list view to organize buyers by stage, search and filter your book, and turn texts on or off per client. 6 min read Adding clientsEvery field on the Add client form, what the AI does with it, and how to activate texting with the right consent. 6 min read Importing clientsBring your whole client list over from another CRM or a spreadsheet: upload or paste, match columns, review, import. Texts stay off until you turn them on. 6 min read Invite link & sign-upsShare one personal link. Buyers fill in their own search and consent to texts, and you decide when to switch them on. 5 min read The client pageA tour of every section on a buyer’s page, from live chat and private notes to saved homes, tour requests and the full text history. 9 min read

Texts & the buyer portal

How automated listing texts work and what buyers see.

AI listing textsWhat happens behind every automated text: the daily search, how the AI writes in your voice, reply keywords, opt-outs and where to see results. 9 min read The client portalThe branded, phone-friendly page every listing text links to: matches, favorites, tour requests, feedback and chat with you. 6 min read

Tools

Calendar, email campaigns, documents and notifications.

CalendarMonth, week and day views; double-click to add an event; link it to a client and property; book tour requests in one click. 5 min read Email campaignsPick a template, personalize it, choose recipients, send yourself a test, then send. Includes merge tags and monthly email limits. 6 min read Documents & e-signaturesStart from 12 real estate templates, brand and autofill them, then download a PDF or email it for an online signature. 7 min read NotificationsOne feed for everything buyers do: new sign-ups from your link, feedback on homes and tour requests. 5 min read

Account

Branding, plans and using BrokerMule on your phone.

Settings & brandingYour headshot, bio, brokerage, portal color palette and contact buttons: everything buyers see on your portal and invite page. 6 min read Billing & plansWhat each plan includes, how seats work, and how to upgrade, change or cancel your subscription. 6 min read On your phoneThe app-style phone layout: bottom bar, quick add, the More menu, client pages and the calendar. 6 min read