If you are a new Agent just getting started on kvCORE and wondering where to begin or if you are an Agent who has had kvCORE for a little bit and want to optimize it for maximum results, this Marketplace offering is for you!

kvCORE is a very robust real estate platform to run your business on with tools for every aspect; from lead generation and nurturing all the way up to listing and transaction management.

While there are many resources for all types of users to take advantage of (the CORE Learning Portal, this Support Portal, and the Agent Success Plan) for self-learning and live group webinars, it can be extremely helpful to have a kvCORE expert set up a few important elements of kvCORE on your behalf to get everything off to a great start.

Please Note: These setup sessions are kvCORE-specific and can not cross over into other platforms you may be using, like CORE ListingMachine or CORE BackOffice.

TIP: Prior to purchasing the kvCORE Setup Service, it is strongly recommended that you complete the Agent Success Plan to get a full understanding of the main elements of kvCORE.

Article Sections:

kvCORE Setup Service At A Glance


Lead Generation


Kickoff Call

kvCORE Setup Service At A Glance

To get started, just log into your kvCORE account and navigate to your Marketplace tab. Scroll down until you see the kvCORE Setup Service tile and click "Learn More". Pricing is displayed within the Marketplace tab.

There are 4 elements that are included in this optimization opportunity:

  1. Website
  2. Lead Generation
  3. Automation
  4. Kickoff Call


The first area to be reviewed is your kvCORE website. While the "out-of-the-box" website template is automatically published in conjunction with your kvCORE account and is already set up to generate and nurture your leads, the kvCORE expert will further enhance it.

1. Background Header Image

When your account is initially created, one of kvCORE's default header images is automatically selected to display as your website's background header image.

This area will be updated to include a video instead of a still image and make your website more dynamic to visitors. You are welcome to provide your own video or select a different still image to use instead.

2. Custom Widgets

Beneath your header image there are 4 default property search widgets that appear.

8 additional property search widgets will be added underneath those 4 to display the locations your business serves front and center.

These 8 custom widgets can also replace those 4 defaults if you would like. You will be asked to provide your 8 locations during the set up period.

3. Areas We Cover

Along the bottom of your website there is an 'Areas We Cover' section that lists the MLS Areas that you service.

The list is automatically generated from the MLS Areas provided by your MLS via their IDX feed, but it can be manually adjusted in your Web & IDX tab.

Each of the links shown in the Areas We Cover section will take the visitor to a webpage of statistics for housing in that specific location and is an excellent way to increase your website SEO.

To that end, the kvCORE Setup Service includes the optimization of up to 8 of these webpages. The kvCORE expert will fill out the Keywords and Page Text field which will make these pages more unique and more easily indexable by search engines, like Google.

You can then use those as examples of how to optimize the rest of your MLS Areas if you service more than 8.

4. Social Links

On the top right of your kvCORE website your social links will be added to connect all your business platforms and marketing efforts.

You will be asked to provide your social media links for any and all of the below platforms you have a presence on:

  • Facebook
  • LinkedIn
  • Twitter
  • Instagram
  • YouTube
  • Pinterest

These will be added to your kvCORE profile as well so if you need to change any of the links in the future you will be able to do so.

Lead Generation

One of the most important features of kvCORE is the Lead Engine tab to the left of your account. This area houses great lead generation and marketing tools for you to grow your pipeline with.

The kvCORE Setup Service includes creating lead generation tools on your behalf that you can then use to capture contact information from interested Buyers and Sellers.

1. Landing Pages

There will be 2 landing pages created for your use: a Buyer focused page and a Seller focused page. Each of them will associate a unique hashtag with the New Leads that register for easy organization and communication moving forward.

The Buyer focused landing page will advertise a niche area of real estate that you select from a list of options or provide yourself.

Foreclosure listings, open houses, price reduced listing, investment properties, and new construction listings are all examples of what you can choose from or use as inspiration to decide on your own area of expertise.

The goal of this landing page is to generate more buyer leads for your pipeline and it will send leads to a list of properties on your kvCORE website that match the niche you have chosen.

The New Leads from the Buyer landing page will also be automatically set up with a Search Alert that matches the niche you have chosen so that they receive regular nurturing without any effort on your part!

The Seller focused landing page will offer a home value estimation and will send leads to the Sell Tab on your kvCORE website where they can see the calculated value of the entered address.

The expectation is that you will follow up with these new Seller leads to provide them a CMA, which you can do by using kvCORE's default CMA tool, your dashCMA add-on, or another CMA tool you may favor.

These two landing page links will be added to your kvCORE profile's email signature once they are created, capitalizing on your day to day communications as yet another way for you to generate leads!

2. Text Codes

Two text codes will be created for you to use in both online and offline marketing efforts. One will be specific for Buyers and the other will be specific for Sellers.

The text code response for Buyers will provide relevant information for their searches and the Seller text code response will ask what condition their property is currently in to effortlessly begin a conversation between you and your New Leads.

These two text codes will be added to your kvCORE profile's email signature as well, making your communications more robust.


kvCORE boasts many automation tools and Smart Campaigns can arguably be the most powerful automation tool you could use.

The kvCORE Setup Service includes the optimization of two default campaigns: 'Default New Lead - Buyer' and 'Default New Lead - Seller'.

These two Smart Campaigns will be added to your campaign library and enabled so that all New Leads have nurturing touchpoints automatically sent over a period of time, giving you time back in your busy day!

Each Smart Campaign will also have an initial text message added to immediately send within the first 15 minutes of their registration and initiate a conversation with you.

During the kickoff call with your kvCORE expert, they will review another piece of highly effective automation with you: the Birthdays and Anniversaries option under the Marketing Autopilot tab.

Kickoff Call

Once you submit your payment information, you will be taken to a new page that will ask you for the information discussed above that will help the kvCORE expert set those elements up prior to scheduling a call with you.

After filling this form out with your preferences, it may take up to 5 business days for the setup service to be completed, although it usually averages less than that for completion.

Someone will then reach out to you in order to set up the 30 minute kickoff call to review the above details and answer any questions you may have about what has been done. They will also discuss further lead generation options and best practices that you can further utilize.

Ready to purchase the kvCORE Setup Service? Click here to go to your Marketplace tab!

Related Articles

About Areas We Cover

How to Create Landing Pages

How to Use the CMA Builder Tool

dashCMA Overview

How to Setup Your Default Text Code

If you have any questions or need further assistance while purchasing the kvCORE Setup Service please reach out to Customer Support via the blue chat bubble to the right or by emailing marketplacesupport@insiderealestate.com!

Did this answer your question?