Being an Admin is a lot of work - inside & outside of kvCORE. This means that you need your software to work for you. InsideRE is here to make your life easy so you can spend time doing what you do best: being there to support your Agents.

Here is a comprehensive overview of how you can use kvCORE to enhance your Admin experience.

Article Sections

Dashboard & Profile

Managing Users

Smart CRM

Marketing & Automation

Websites

Transactions

Business Analytics & Reporting

Branding & Compliance

CORE Marketplace

Dashboard & Profile

Managing Users

  • Defining User Roles: Learn about the different roles in kvCORE and Admin access levels.

    • Company Admin

    • Office Admin

    • Team Admin

    • Agents

    • Lenders

  • How to Add Agents: Learn how to add Agents to kvCORE.

    • Please Note: You must be a Company level Admin to add new Agents to the system.

  • How to Generate an Agent Subdomain: Learn how to create a website for a new Agent if you don't initially create one when adding them to the system.

  • Agent Accountability Tools: Learn how to set Agent Accountability to ensure all contacts are being followed up as needed.

  • How to Make a User an Admin: Learn how to give an Agent Admin permissions for the entity level of which you're an Admin. For example, you're an Office Admin. This means you can give Office Admin permissions to another Agent who is a part of the Office.

  • Roster Only and Inactive vs. Hide Agent: Learn how to have Roster Only Agents or make Agents Inactive within kvCORE.

  • How to Add Lenders: Learn how to add Lenders to the system so your Agents can easily connect with them and manage their contacts.

  • How to Mass Email and Text Your Agents: Learn how to mass email and text all of the Agents from the system, within your entity (Team, Office, or Company).

  • How to Configure Lead Routing: Learn how to set up Lead Routing in order to automatically have leads sent to Agents based on set criteria.

  • How to Re-run Leads Through Distribution:

  • How to Lock Agent Profile Name: Learn how to lock the Agent name within their Profile.

  • Lead Privacy Overview & FAQ: Learn more about Lead Privacy and how to enable it for your account.

    • Please Note: Only Company Admins can request for Lead Privacy to be enabled for their account. To enable Lead Privacy please reach out to your Account Manager for assistance.

  • How to Enable Team Lead Privacy: As a Team Admin, learn how to enable Lead Privacy for your Agents.

  • How Do I Turn Off Lead Duplication?: Learn how to disable Lead Duplication for your account.

    • Please Note: Lead Duplication is enabled at the account level. Only Company Admins have the ability to update Lead Duplication. For assistance with enabling or disabling this setting please reach out to your Account Manager.

Smart CRM

Marketing & Automation

Websites

Transactions

  • How to Connect SkySlope to kvCORE: Learn how to connect the SkySlope transaction management system to kvCORE for your Agents.

    • Please Note: SkySlope can only be connected by a Company Admin.

  • How to Connect Dotloop to kvCORE: Learn how to connect the Dotloop transaction management system to kvCORE for your Agents.

    • Please Note: Dotloop does NOT require an Admin/Broker to connect to kvCORE, however, it is recommended.

Business Analytics & Reporting

Branding & Compliance

CORE Marketplace

  • CORE Team Add-On: Learn more about what the CORE Team Add-on has to offer you and your Agents.

  • [CORE Present] General FAQs: Learn more about CORE Present - the next evolution of dashCMA and a pioneering tool in the listing presentation space

    • Please Note: CORE Present must be purchased at the account level by a Company Admin. For more information please use the CORE Present tile within your Marketplace.

  • CORE Video for Groups Overview: Learn more about purchasing CORE Video powered by BombBomb for your Team, Office, or Company.

    • Please Note: A minimum of 5 users is required to purchase CORE Video for Groups.

  • CORE Print powered by Deluxe Overview: Learn more about CORE Print. CORE Print offers an expansive, high-quality, budget-friendly print suite of postcards and other types of print material that you can access without leaving your kvCORE dashboard.

    • Please Note: CORE Print must be purchased at the account level by a Company Admin. For more information on adding CORE Print to your account please reach out to your Account Manager for assistance.

Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing kvcore@insiderealestate.com

(Keywords: admin, overview)

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