Meet Your New Digital Assistant

Home 5 BHHS Connect Guide 5 Dashboard & Activity Stream

Welcome To Your Dashboard

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!

KvCORE dashboard sample

Here’s A Quick Tour…

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Navigation Menu

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Contact Search

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Quick Actions

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Email

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Notifications

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Recent Activity

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Profile

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Announcements

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Mobile App Download

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Company Cloud

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Objectives

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Playbooks

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Training Resources

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Activity Stream

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Call List

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Task List

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Calendar

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My Business

The Activity Stream

The ‘Activity’ tab shows a stream of events that are matched to the activity of your contacts in KvCORE. A new activity tile will appear any time a contact or lead emails you, opens an email sent from KvCORE, texts the smart number, views or favorites a listing on your site, asks a question, or requests a showing from your website. They will also appear for new leads and if someone uses the home valuation tool on your site.

If you click on a contact’s name from one of the tiles in the Activity Stream, it will open their details page and the same activity will be reflected on their timeline, along with your notes and other details.

The top left of the Activity Stream gives you basic filtering options for you to narrow down to a type of activity if desired. The buttons are shortcuts for the most popular activity types. Instead of choosing an activity type from the dropdown menu, you can click the corresponding button.

What To Do With It

We highly recommend that you interact with this activity stream daily. It will help keep you on track with developing potential leads in your pipeline into closed business. If there’s one thing to rely on KvCORE for, it’s helping you nuture your database!

Daily Tasks

  • Log in and check on activity every morning and afternoon.
  • Follow up with contacts performing “hot” behaviors (like showing requests, submitted questions, or texts and emails).
  • Complete daily call list and tasks

 

KvCORE saved property

Saved Properties

If a contact is not a ‘hot lead’ and they save a property, the heart icon will be visible on the top right of the listing image.

KvCORE property view

Property Views

When a lead views a property, an alert will appear on your activity stream that includes basic information about the property. Click it to view full details.

KvCORE new text

New Texts

Text messages are typically received by your kvCORE smart number. If you’re leveraging the automation that kvCORE offers, you will commonly see these responses in your dashboard. Additionally, if your smart number sends you a text notification, it will also show in your Activity Stream.

KvCORE valuation

Valuations

Valuations are potential home sellers who have attempted to get an automated valuation of their property on your kvCORE website are added to your activity stream.

KvCORE new lead

New Leads

New leads are generated from various sources and sent to your kvCORE website, delivered to your kvCORE database via API or other software. They could also have come from advertisements linked to your website, or from lead routing via your Office/Team/Company websites.

KvCORE email event

Email Events

These occur when a contact opens or clicks a link contained in an email that was sent, and will contain the contact’s name, the type of activity, and the timestamp.

KvCORE question

Questions

Questions will generate a unique email notification. The subject of the email will say: Question Received and the email will include the contact details, the property they’re asking about, and their question. Clicking the answer link will bring up a form to reply with. Simply type in your response and click send.

Questions may be asked by contacts via your kvCORE website. Whenever they are viewing a property, there is a call to action where a question may be asked.

KvCORE new email

New Emails

The emails that you receive within kvCORE are going to be one of two things. They will show on the contact’s timeline, as well as in a tile on your Activity Stream.

  • An email response from a contact to a message that was sent from within kvCORE.
  • An email response from a contact that is synced to kvCORE from your Google or Microsoft account.

 

KvCORE hot lead

Hot Leads

In the case where there is a ‘fire’ or ‘flame’ icon on the property photo, it indicates a hot lead. A hot lead is someone who has triggered 4 or more Behavioral Alerts.

KvCORE showing request

Showing Requests

Showing requests are similar to questions in the sense that they are sent via your kvCORE website, using the ‘Go Visit This Property’ button on your kvCORE website. Clicking ‘Respond’ displays the response form. After clicking ‘Send Response’ the message is sent. The next time you look at your Activity Stream the showing request will not be visible. If you open the lead to review their timeline, the text or email and intent you specified will be shown as two separate simultaneous events.

Would you like to know more about the dashboard and your activity stream? Check out this support article.

Get To Know The Platform

Ready to introduce yourself to the system's features? Let's do this! Here's an introduction to KvCORE and its features. Want to go more in-depth? We've provided links to support articles that go into more detail.

Dashboard

Contacts

Automation

Website

Marketing

Lead Generation

DATA FEEDS

Upload Images

RECORDED WEBINARS

Downloads

Support

technical support person working on a laptop

Connect With Support & Your Peers

There are plenty of resources available to you when it comes to this fantastic platform! From live support to recorded videos and online learning, you're sure to find what you need.

Our #1 Training tip?:

KvCORE learning portal link on dashboardTake the 'Agent Quick Start' course available in KvCORE's Learning Portal once you gain access to your account. This fantastic resource is incredibly thorough and allows you to go at your own pace.

KvCORE agent quick start course previewIt's likely that you may be interrupted by something while you're learning, and this program is broken down into bite-sized pieces. It also allows you to pick right up where you last left off, whether you're at the end of a section or in the middle of a video.

Whether you're starting from scratch or just need a refresher this is truly one of the best resources available. We can't recommend it enough!

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LIVE WEBINARS EVERY WEEK!

Whether you're new to the system or would just like a refresher, these live webinars are a great resource for getting to know the system.

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View Recorded Webinars

A collection of past training sessions and webinars hosted by the KvCORE, team. Always available, 24/7.

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KvCORE Facebook Group

A great place to see the latest chatter on the product and it's features. Join it to stay up-to-date on the latest news and tips!

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KvCORE YouTube Channel

Always being updated, this is a great location to see a collection of how-to videos and tips for getting the most out of the system.

BHHS FLPG Support

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Book A Virtual Appointment
Book a one-on-one virtual appointment with a service desk technician.

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Email Support
Send an email to open a ticket with our service desk team. and they'll respond as soon as they're able with answers to your questions.

  • servicedesk@bhhsflpg.net
  • Monday - Friday: 8:30am - 5:30pm EST
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Technology Day
Hosted 3 Fridays a month, this is an opportunity to book an in-person 30 minute one-on-one. Pick a date and location and book on our company calendar.

KvCORE Support

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Live Chat
Click on the blue bubble in the bottom right corner of your KvCORE dashboard.

  • Monday - Friday: 6am - 5pm PST
  • Saturday - Sunday: 9am - 3pm PST
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Email Support
Get in touch with the KvCore support team via email.

  • kvcore@insiderealestate.com
  • Monday - Friday: 6am - 5pm PST