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SOCi Pro Tips & Helpful Features

SOCi Pro Tips & Helpful Features

To use SOCi to your full advantage, here are a few tips to use it like a pro! Each section will have a link to a video tutorial. Instagram Stories To post an Instagram story, toggle the bar to green. Keep in mind: you cannot write a message because...

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How to Pre-Schedule Social Media Content with SOCi

How to Pre-Schedule Social Media Content with SOCi

SOCi is an automated marketing platform that can generate automatic posts from BHHS National. On your calendar, you will see there are posts in place with captions. You can choose to schedule these so they will be posted, or, you can schedule your...

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SOCi Login Steps & Turning on Auto-Post Listings

SOCi Login Steps & Turning on Auto-Post Listings

SOCi is our social media management platform that localizes and personalizes content created by the Global Marketing team and your local office to elevate your social media presence. What happens when I turn on my auto-post listings? SOCi will...

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Deleting & Archiving Contacts

Deleting & Archiving 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...

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Lead Validation

Lead Validation

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...

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Creating Mailing Labels

Creating Mailing Labels

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...

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Syncing Leads From 3rd Party Lead Sources

Syncing Leads From 3rd Party Lead Sources

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...

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Sharing & Transferring Contacts

Sharing & Transferring 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...

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Staying Organized

Staying Organized

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...

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The Contact Record

The Contact Record

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...

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Your Contact List

Your Contact List

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...

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Welcome To Your Dashboard

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! Here's a...

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