Kvcore adding a downloadable pdf to an email

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Be the first to provide a review: Review this Software. Live Online. In Person. View All. Real Estate CRM. Real Estate Marketing. It shows the calls and tasks that are due that day, along with company announcements and kvCORE training that is upcoming.

Most importantly, it shows your Activity Stream that we talked about earlier. Smart CRM is where all the magic happens. This central hub is where all your leads are stored.

You can click into individual contacts to see their activity, contact details, and send emails and text messages. Also, you can view it as a list of all your contacts and filter and sort by the ones you need to connect with. You can sort contacts by status sphere, prospect, new lead, active lead, client, contract, closed, and archived and then even further rate by star rating.

For instance, I might have active leads at any given time, but only are 5-star active leads. This ability to sort makes it easy to keep up with the leads you need to contact. Instead of logging in and looking up properties on the MLS, you can now use kvCORE to search properties and send them to clients within just a couple of clicks. Additionally, you can sort by company listings which filters just the listings withing your brokerage and easily co-market the property on any of your social media channels and even Craigslist with just a couple clicks.

This ability to quickly market listings makes sending traffic to your website and lead generation simple. This service creates targeted Facebook and other social media ads to push your listing in front of thousands of potential leads. Also, it can help you generate more leads through your listings. If they revisit your site after 14 days, kvCORE will automatically reach out via text or email on your behalf to see if you can be of any help.

These triggers can be turned on or off based on which type the contact is i. Without it, I would surely miss opportunities to reach out at the right time to set up a showing or be helpful to answer a question. You can see details like client, address, commission, closing date, tasks list, and all your files. My brokerage uses a separate tool for transaction management, so my usage of this feature is limited. You can add testimonials, service areas, blog posts, and social media links.

You can also add tracking to your website, like Facebook pixels and google analytics here. Adding a Facebook pixel is useful for creating retargeting campaigns. You can sign up for products like the team upgrade. With this upgrade, it allows a team leader to assign team agents within kvCORE and assign and monitor leads given to their team.

There is also additional analytics that goes with the team add-on. This upgrade means that if you are an agent or broker and are licensed in multiple states and only want one website to manage, you can do that with this add-on!

All that you need to do is to follow up and convert the new lead. Business Analytics is a great tool to see how your real estate business is performing on a lead conversion basis.

It shows how many leads are in each stage along the way. You can also view performance by source and kvCORE activity. I can see that in the last 90 days, search alerts have gone out, 11 behavior alerts, emails have been sent, and over viewed properties! For that reason, I hardly ever have to use the support chat. All their courses are free, and they have some advanced training in there. These details include your headshot, phone numbers, email addresses, preferred lenders, and much more.

In addition to this, you can add designations, an about me section, change your email signature, add your credentials, background, education, experience, community involvement, and achievements. Add your preferred lenders to this section so they can be selected in your profile to link them to your website preferred lenders.

The ability to add preferred lenders is excellent, especially if your lender has an online loan application form. If you sign up for the team package add-on of kvCORE, you will be able to add agents within your brokerage to your team to link their accounts to your account.

This setup allows you the ability to see team generated leads and monitor follow up. If the team agent generates the lead or manually adds them into their account, that lead will show up to the team leader but not with all of the information.

Most agents will only see one office listed here, the primary MLS they are apart of. These virtual numbers either forward to your phone or get routed round-robin to agents on your team or brokerage. Lead routing is for when you have the team add-on, you can create rules that filter leads from different sources to different agents or groups of agents. The kvCORE mobile app is straightforward, clean, and easy to use.

It houses all your leads and their contact info in a quick and easy to use application. The inbox is where kvCORE displays a centralized communication record. This record is where you keep up with all the messaging that takes place with leads in your database. You can quickly and easily search for one lead in particular or filter a segment of leads. You can even see leads by status or save search filters that you run often. You can view all the photos for the listing and even pull the complete listing via your web browser via a link on the listing page with the kvCORE app.

Or filter by a hashtag and dial all the leads in that hashtag back to back all through kvCORE. The system automatically logs all the calls. You can check off your tasks once they are complete to make sure you never forget to do something you said you would.

This fact was one of the top reasons I decided to make the switch back in In conclusion, kvCORE is an excellent value for everything that you can do with the platform. As with any tool, it will only help your business if you genuinely learn and decide to use it to its full potential. Use my affiliate link to check out kvCORE for yourself! Check out my Partner Page for details on the benefits of working with me at eXp Realty.

Together , we can make this year your best yet! As a real estate agent, you probably know that you should have a presence on Zillow. But should you invest in Zillow leads in ? Inform your past clients:. Create an email campaign. Send notes with new business card. It is ca. Please make sure to change that to the address above before leaving e-licensing.

They may require a transfer form. Please verify that Deborah Penny and eXp Realty are members. Please read them and keep them handy for quick reference because you are responsible for all information you receive. Most AOR's require a broker signature on the transfer form. Please fill out the form completely and prepare it for signature by Deborah Penny.

Email the form via an electronic signature system ie. Docusign, zip logic, etc. Goto place for questions: eXplore. Goto place for training session calendar, policies and procedures, brand guidelines, logos, business cards, and signs: www. Download eXp World. This is your goto for support where you would normally call someone and where all of the training sessions happen.

Windows: link. Mac: link. Apple: link use the password: eXp Android: link use the password: eXp Training sessions to take in eXp World see schedule at www.