by admin | Jun 19, 2024 | Company Info, NAR Lawsuit / Sitzer Burnett
Overview of the Sitzer/Burnett Case What the verdict could mean for our industry Tactical ways we shift our daily business practices based on the...
by admin | Jun 11, 2024 | kvCORE - Contacts
There may be contacts in your Smart CRM that are not useful anymore or possibly don’t have valid information. It is in your best interest to manage your contacts and to do this you may need to delete, or archive, them. You have the ability to delete contacts so...
by admin | Jun 11, 2024 | kvCORE - Contacts, kvCORE - Lead Generation, kvCORE - System Intro
In KvCORE, when new contacts are added, you can request data validation on the info that is created or entered into the system. This will check things such as name, email, and other contact info to cross-reference it with thousands of online sources of data that...
by admin | Jun 11, 2024 | kvCORE - Contacts, kvCORE - Marketing Tools
Yes! It can be easily done in KvCORE. Just filter to the contacts you’re looking for, and then export to a PDF which can then be printed on label sticker sheets. KvCORE’s mailing labels are sized for Avery 5160 labels. If you need labels in a different size, export...
by admin | Jun 11, 2024 | kvCORE, kvCORE - Contacts, kvCORE - Data Feeds, kvCORE - Lead Generation
Why is this important? In a nutshell, your time is valuable. Why not make the most of a system which works for you? Syncing your 3rd party lead sources into KvCORE means that the system’s automated nurturing actions will be applied. Settings and controls for this...
by admin | Jun 10, 2024 | kvCORE - Contacts
Whether you are an Admin, Agent, or Lender user there will be situations that require sharing or transferring contacts from your Smart CRM so that a different user has access to that contact’s record. Admins may need to reassign Company-owned leads from themselves to...
by admin | Jun 10, 2024 | kvCORE - Best Practices, kvCORE - Contacts
A database isn’t useful if you can’t do anything with it. In order to be useful, you’ve got to know what you have and be able to easily act on that. KvCORE offers multiple ways for you to view and easily segment your database. Lead Type This refers to the type of...
by admin | Jun 10, 2024 | kvCORE - Contacts, kvCORE - System Intro
You should definitely get to know one of the screens within kvCORE that you’ll be accessing most often, and that’s the contact record! Profile Details This tab is where the contact record’s pertinent information is stored. This includes their address, partner...
by admin | Jun 10, 2024 | kvCORE, kvCORE - Contacts, kvCORE - System Intro
Here’s a quick look at your Contact List within KvCORE. And a preview of what contacts will look like, once some have been added. FILTERING CONTACTS One of the features you’ll use most on this page is filtering. Filters will allow you to easily drill down to just the...
by admin | Jun 10, 2024 | kvCORE, kvCORE - System Intro
Your KvCORE Dashboard is the hub of the system and where you land every time you login. It contains a menu that allows you to access all of the system’s features and sections. There’s also important links and information available here! Here’s a quick tour: #1...
by admin | Jun 6, 2024 | kvCORE, kvCORE - Getting Started
It’s everything you need, all in one place. BHHS Connect, powered by KvCORE, is an all-in-one productivity platform and CRM. It features an industry leading CRM, your agent website, listing management, marketing automation, lead generation, and much more....
