Meet Your New Digital Assistant

Home 5 BHHS Connect Guide 5 June 2023 Transition

Included On This Page:

Summary

Express Copy

Cab Corner

Timeline

ACE

Data Request

Percy

employees meeting at a conference room table

What Systems Are Changing?

Our new CRM system, KvCORE, has features included that overlapped with other vendors. As a result, we’re streamlining our systems offerings in order to keep things simple and all in one place as much as possible.

We’re adding some AMAZING functionality and features, and one HUGE benefit will be that more things will be located in one place.

It’ll take a little adjusting, but it’s definitely going to be worth it in the long run!

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Cab Corner (Reliance)

Reliance is the vendor which provides our current Cab Corner system, which contains quite a few of our existing system features.

  • Intranet
  • Single Sign-On
  • Agent/Team Websites
  • CRM
  • Action Plans (like Ninja Flow)
  • Property Search Alerts
  • Company Announcements
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ACE (MoxiWorks)

Currently, this system is responsible for creating marketing packages for your listings automatically when the following events occur: new listing, price reduction, open house, and off-market for solds.

In addition to social media graphics, flyers, and property websites, this tool has also been responsible for creating our postcard artwork, including our automated Just Listed postcards.

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Percy AI (Buyside)

Percy AI, formerly known as Buyside, currently offers home valuation tools for lead generation and keeping your sphere up-to-date on their current property values.

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ExpressCopy

ExpressCopy has been tied to ACE since its launch, and their team has been responsible for printing and mailing postcard orders, including for our automated Just Listed Program. 

cabernet corner screenshot

Cab Corner

We’re sad to see the current version go, but it’s all in the name of progress!

Let’s spend some time breaking down the major features located in Cab Corner, and what they’re being replaced with.

While June 5th will be the last full day you’ll have access to Cab Corner, the Service Desk and Marketing teams will continue to have access through the end of July at an alternate login. If an emergency should arise, we’ll still be able to reference the old system for quite a while.

Have no fear!

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Intranet & Single Sign-On

  • Our new primary intranet will be hosted on a page within BHHS REsource Center. We’ve duplicated the current setup, so you’ll have no problem recognizing the setup.
  • Unfortunately, Single-Sign-On (SSO) link options are limited within BHHS REsource Center. So while we will still include links to other systems there, the majority will not automatically log you in.
  • A reduced version of the most important links from our Intranet will also be available within KvCORE in what’s called the Company Cloud. More importantly, most of the SSO links which allow you to login to other systems will be located there!
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Agent/Team Websites

  • Your new company-provided websites are hosted by KvCORE, so all controls and management settings for them will be located within KvCORE.
  • We looked into the possibility of transferring your website customizations to the new platform. Unfortunately, that was not possible. Instead, we’ll be downloading archive copies of the content on your site starting on 5/30/23, and we’ll be able to reference that data in case it’s needed.
  • Our Service Desk team will be hosting one-on-one Website Transfer Sessions for those that need assistance transferring content starting 6/7/23, and you can reserve your spot on the Company Calendar.
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CRM

  • You’ve got an incredible new CRM with KvCORE, and that’s the entire reason the platform was chosen. It’s got many more bells & whistles than the current system, including fantastic automation. Trust us, this is a BIG upgrade.
  • Any contacts located within Cab Corner will be automatically transferred into your new KvCORE account on your behalf unless you choose to opt-out of that process. To learn more about the import process, how to prep, or how to opt-out, attend one of our Contact Prep webinars. You can view the KvCORE webinar schedule on the company calendar.
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Action Plans (like Ninja Flow)

  • There are numerous Smart Campaigns in addition to other types of automation available within KvCORE’s Smart CRM, and you can choose to create more on your own as well.
  • BIG CHANGE! Since well over 600 agents have our Ninja Flow communication action plan enabled within Cab Corner, we decided to automatically enable it within KvCORE. For those not aware, this is a 16-touchpoint email campaign that sends throughout the year.
  • The first Ninja Flow communication from KvCORE is scheduled for 6/20/23. If you do not want Ninja Flow enabled you need to login to KvCORE after the go-live and disable the campaign manually.
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Property Search Alerts & Saved Favorites

  • Unfortunately due to differences in how searches are configured between the two systems, we cannot transfer saved searches that are currently sending property alerts to contacts between Cab Corner and KvCORE.
  • Property alerts will need to be reconfigured within KvCORE as close to go-live as possible since contacts will be missing out on new property alerts until they are.
  • To make this process easier, we will be exporting a database of property searches and saved favorites related to your account, which you can request a copy of from the Service Desk team via this form.
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Company Announcements

  • After the transition is complete, announcements and promotions from the company will be shown both on our new Intranet page hosted in BHHS REsource Center, and on your KvCORE Dashboard.
  • We will, of course, also continue to post news and announcements both in our internal Facebook Group and the Monday Morning Memo.
employees meeting at a conference room table

ACE (MoxiWorks)

Our friendly little bearded guy is being retired as part of this transition, and we’ll miss his face. But onward to bigger and better, right? During this transition, ACE is being replaced by 2 products: KvCORE and RealMailers.

Please note –  There will be no data exported from ACE, and that system will become unavailable on 6/6/23 and remain unavailable after that point.

Our current postcard printing company, ExpressCopy, will print and mail postcards for any listings which they receive up to 11:59pm on 6/6/23. Any listings which hit the MLS after that point will be printed by Real Mailers.

While marketing packages for listing events triggered by MLS listing entry or status changes prior to our go-live on 6/6/23 will not automatically be created by KvCORE, you will have the ability to manually create anything which may be needed.

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Automatic Marketing Packages

The majority of ACE’s functionality will be hosted directly in KvCORE, keeping things simple! KvCORE has a fantastic feature called CORE Listing Machine which will be automatically generating a collection of marketing materials for your listings.

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Postcards

The only part of ACE’s features that won’t be included in KvCORE’s CORE Listing Machine is… postcards! The system doesn’t currently offer an automatic printing feature, and we want to ensure we can continue with our automated FREE Just Listed postcard campaigns for your residential property listings.

As a result, our postcard program is being moved to RealMailers. The RealMailers system will be responsible for creating all postcard artwork AND completing the mailings as well. This new vendor relationship also means that your postcards will hit local mailboxes more quickly since they’ll now be coming from a distribution center in the Southeastern US rather than the Pacific Northwest.

Postcards will continue to be created for Just Listed, Price Reductions, Open Houses, and Solds by RealMailers just like they have with ACE. Just Listed postcards will continue to be the only ones automatically sent, 48 hours after being created. Just like the current program, you’ll have the ability within the RealMailers system to edit postcard designs, increase orders, and select mailing lists.

 

person reviewing report data on a tablet

Percy AI (Buyside)

Our engagement with this fantastic tool has been amazing, and we’re absolutely sure that you’ll love the new comparable functionality that’s part of KvCORE just as much.

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Home Valuation Page

Your new KvCORE website will include a ‘Sell’ page, which is similar to your valuation page through PercyAI. Visitors to this page on your KvCORE site can submit an address for a free valuation, and are brought to a preview of the related data. To view the full report, they need to provide some contact information which in turn creates a lead in your Smart CRM.

The page can be shared on social media, and you also have the ability to create Landing pages that direct traffic to it for use in advertising and on social media.

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Valuation Reports

One important thing to know is that Home Valuation Reports in KvCORE do not have a monthly email subscription feature. When a report is created, it can be emailed to the homeowner. However, it will not be automatically emailed to them again.

However, once saved to a contact record a report can be emailed again with a single click. If you’d like a report sent regularly you’ll need to create tasks to remind you to send it, or perhaps create a Smart Campaign containing reminder tasks and apply it to contacts you’d like to keep updated regularly.

For a more automated report experience, consider setting your sphere up with Market Reports in KvCORE, which can be automatically sent on a regular basis.

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BMA’s

Where you used to use PercyAI to create BMA’s, you’ll now be using KvCORE’s CORE Present feature. It’s a fantastic digital presentation tool that can be used to create presentations for homeowners, buyers, and prospects.

The presentations you create can be sent to contacts digitally or printed, it’s up to you!

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Coming Soon Alerts

There is not currently a feature in KvCORE that will allow you to alert your fellow agents of coming soon listings. This feature in PercyAI was not commonly used though, so it’s not likely to impact your day-to-day business.

Should you need to get the word out about a listing that will be hitting the market soon, please attend your office’s sales meeting or one of our weekly online pitch sessions!

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Will Data Transfer?

Unfortunately, we are not able to transfer existing home valuations from Percy to KvCORE. Any reports in the new system will need to be created manually.

To make this process easier, we will be requesting an export of all data from the My Leads tab from the Percy team. Once it’s received, you can request a copy of your data from the Service Desk team via this form.

interior of a printing shop

ExpressCopy

ExpressCopy has been tied to ACE since its launch, and their team has been responsible for printing and mailing postcard orders, including for our automated Just Listed Program.

ExpressCopy will be responsible for printing postcard orders for any listings received prior 11:59pm on 6/6/23.

Listings received after 11:59pm on 6/6/23 will be printed by RealMailers.

 

Project Timeline

Looking for details on what’s happening when? Here you go!

5/17/23

  • Contact Prep webinars begin
$

5/26/23

  • 5pm deadline for changes in Cab Corner
  • Exports from Cab Corner begin after 5pm
$

5/30/23

  • Cab Corner system data exports completed
  • Downloads of company-provided agent and team websites begin for archiving
  • Contact data from Cab Corner (minus opt-outs) provided to KvCORE for imports to be completed
  • Export of My Sellers data from Percy AI (Buyside) planned
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6/6/23

LAUNCH DAY!

  • System access and websites will be sporadic throughout the day, please plan accordingly
  • Listings entered in MLS and received prior to 11:59pm by the ExpressCopy team will be printed by them.
  • Invites and login links will be provided via email once domains and systems have stabilized.
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6/5/23

  • Pre-launch training classes on Presentation & Lead Generation and websites held throughout the day at multiple times
  • Last day for access to Cab Corner, ACE, and Percy AI (Buyside)
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6/1/23

  • Pre-launch training classes on Account Setup & Contacts and Automation held throughout the day at multiple times
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6/7/23

  • Road Shows begin! Hosted on 7 dates at different locations through 6/28
  • Listings entered in MLS after midnight on 6/6 will be received and printed by Real Mailers
$

6/9/23

  • Morning and afternoon KvCORE “Office Hours” webinars hosted. Login and ask questions!
$

6/12/23

  • Morning and afternoon KvCORE “Office Hours” webinars hosted. Login and ask questions!
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6/20/23

  • Post-launch training class on Websites held in morning and afternoon
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6/16/23

  • Morning and afternoon KvCORE “Office Hours” webinars hosted. Login and ask questions!
#

6/13/23

  • Morning and afternoon KvCORE “Office Hours” webinars hosted. Login and ask questions!
  • Post-launch training class on Account Setup & Contacts held in morning and afternoon
"

6/27/23

  • Post-launch training class on Presentation & Lead Generation held in morning and afternoon
$

7/5/23

  • Post-launch training class on Automation held in morning and afternoon
$

7/11/23

  • Another round of weekly post-launch training classes begins. Hosted every Tuesday between 7/11 – 8/1 in am and pm on four topics.
woman transferring files to an external drive

Data Request Form

If you’d like a copy of the data which is being exported from Cab Corner or Percy, please submit your request here.

Please keep in mind that your request may take up to 48 business hours to be completed, depending on the number of requests being received. Your files will be delivered via Google Drive, shared with your @bhhsflpg.com Google account.

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

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© 2024 BHH Affiliates, LLC. An independently owned and operated franchisee of BHH Affiliates, LLC. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway affiliate. Equal Housing Opportunity.