HOW TO Video Tutorials
Watch our step-by-step video tutorials to learn the basics of BrokerBuddie.ai and set up your account.
Introduction to BrokerBuddie.ai
Getting Started with BrokerBuddie.ai
Meet BrokerBuddie.ai — your all-in-one, AI-powered brokerage assistant designed to transform the way you do real estate. Running a real estate business can feel overwhelming — from creating content and managing campaigns, to following up with leads and providing support. That's where BrokerBuddie.ai comes in. Our platform combines cutting-edge artificial intelligence with user-friendly tools to streamline your workflow and maximize productivity.
What You'll Learn:
- How AI-powered features can generate content, analyze data, and automate repetitive tasks
- Building and deploying smart chatbots that qualify leads, answer questions, and deliver 24/7 support
- Creating high-quality marketing materials, stunning visuals, and tailored campaigns for real estate professionals
- How BrokerBuddie.ai helps you achieve more automation, more leads, and more closings
Duration: Full introduction guide | File Size: 90.8 MB
Setting Up Your BrokerBuddie Account
Registration & First-Time Login
Getting started with BrokerBuddie.ai is quick, simple, and secure. This step-by-step walkthrough guides you through the entire registration and onboarding process, from creating your account to setting up your profile and selecting the perfect plan for your needs.
What You'll Learn:
- How to access the registration page and choose between Individual or Team account types
- Entering your personal information and creating a strong, secure password
- Account verification process via email and phone number (including one-time code)
- Account setup: uploading profile picture, adding business details, and defining your target market
- Setting content preferences like brand voice, tone, and style to match your brand identity
- Configuring notification settings, two-factor authentication, and security options
- Understanding plan options (Starter, Professional, Enterprise) and how to upgrade or downgrade
- Tips for email verification troubleshooting if you don't receive the verification email
Duration: Account setup walkthrough | Perfect for: New BrokerBuddie users
Team Management
Managing Your Team on BrokerBuddie.ai
Collaboration is key in real estate, and BrokerBuddie makes it easy with powerful team management tools. This step-by-step guide shows you how to efficiently manage your team, distribute resources, and maintain control over your BrokerBuddie account. Learn how to invite team members, assign roles, allocate credits, and monitor activity—all from your dashboard.
What You'll Learn:
- How to access team management from your dashboard and view team members, roles, and credits
- Inviting team members via email and managing the invitation process
- Understanding three access levels: Admin (full access, billing, and settings), Editor (creating content, managing campaigns, AI tools), and Viewer (read-only access to content and analytics)
- Allocating credits to team members to ensure fair usage and prevent overspending
- Monitoring team activity, credit usage, and performance in real time
- Best practices: assigning roles based on job responsibilities, reviewing permissions regularly, monitoring credit usage, and removing inactive members
- How team management integrates with AI assistants, chatbot building, social campaigns, and analytics—all in one platform
Video Tutorial: Team Management Guide | Perfect for: Team administrators and business owners
Navigating the Dashboard
How to Navigate Your BrokerBuddie Dashboard
Welcome to your BrokerBuddie.ai dashboard — the central hub where you manage everything for your real estate business. This video guides you through accessing your personalized dashboard and navigating all its key features and sections.
What You'll Learn:
- How to access your dashboard after logging in
- Reviewing your account summary: subscription plan, word and image credits, and account status
- Monitoring recent activities: AI conversations, generated content, and chatbot interactions
- Navigating to key features using quick access cards: AI Assistants, File Chat, Image Chat, Chatbot Builder, and Social Media tools
- Tracking performance with built-in analytics for chatbots, social media campaigns, and AI-generated content
Video Tutorial: Navigating the Dashboard | Perfect for: New users learning the interface
Calculator Widget
BrokerBuddie Widget Calculator
Meet BrokerBuddie widget calculator — your secret weapon for attracting more leads and helping clients understand their financial options. BrokerBuddie is a powerful suite of financial calculators that you can add to your website in just minutes. Think of it as a helpful assistant that sits on your website, ready to help visitors figure out their borrowing power, loan repayments, and property costs, all while capturing their contact information for you.
What You'll Learn:
- Borrowing Capacity Calculator: Help visitors discover exactly how much they can borrow based on their income, expenses, and financial situation
- Loan Repayment Calculator: Show people what their monthly payments would look like for different loan amounts and interest rates
- Stamp Duty Calculator: Let users quickly find out how much stamp duty they'll pay when buying property
- Refinance Feasibility Calculator: Show potential clients how much they could save by refinancing their existing loan
- Purchasing Power Calculator: Help people understand what property price range they can afford based on their deposit and borrowing capacity
- How to create your first calculator in under five minutes — no tech skills needed
- Adding calculators to your website with simple embed code
- Tracking performance with real-time stats, usage, and leads all in one dashboard
Video Tutorial: Calculator Widget Guide | Perfect for: Brokers, advisors, and agents looking to capture more leads
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