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
Profile Settings - Company: Learn how to set up your Company Profile.
Profile Settings - Office: Learn how to set up your Office Profile.
Profile Settings - Team: Learn how to set up your Team Profile.
How to Set Office Hours: Learn how to set Office hours for your Agents.
Please Note: Automatic communications will always fall under Office hours. If you set hours for 8 am - 8 pm, this means that emails or texts may automatically go out as late as 8 pm to your Agent's contacts.
Dashboard Overview: Learn more about the Dashboard Activity Stream and how to view all your Agent's activity for the entity of which you're an Admin (Team, Office, or Company).
Company Admins can learn more about the 'My Business' tab!
SSO (Single Sign-On) Support & Instructions: Learn how to add SSO links to your Company Cloud on the Dashboard. All Agents within your Scope will have access to the SSOs & links.
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 Remove or Delete Agents: Learn how to delete Agents from kvCORE or remove them from a specific Office or Team.
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 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
How to Create Entity Hashtags: Learn how to create hashtags that will be available to all Agents within your entity (Team, Office, or Company).
How to Transfer Contact Ownership: Learn how to transfer ownership of contacts within the Smart CRM.
How to Create a Pond Account: Learn how to create Ponds for your Agents' use.
Marketing & Automation
A Complete Guide to Smart Campaigns: Learn how to create and mandate Smart Campaigns for your Agents.
Websites
How to Replace Your Company and Office Logos: Learn how to change your Office or Company logos.
How to Replace Your Team Logo: Learn how to change your Team logo.
How to Add Your Agents Testimonials to Your Office or Team Website: Learn how to inherit your Agents' testimonials to your Team or Office website.
Website Homepage Editor: Widgets: Learn how to create custom widgets for your Agents.
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
About Business Analytics - Pipeline: Learn more about the Pipeline for the entity level of which you're an Admin (Team, Office, or Company).
About Business Analytics - kvCORE Activity: Learn more about kvCORE Activity (such as lead nurture automation and lead engagement) for the entity level of which you're an Admin (Team, Office, or Company).
About Business Analytics - Consumer Interest: Learn more about Consumer Interest for the entity level of which you're an Admin (Team, Office, or Company).
About Business Analytics - Source Performance: Learn more about Source Performance for the entity level of which you're an Admin (Team, Office, or Company).
About Business Analytics - Agent Performance Overview: Learn more about your Agent Performance for the entity level of which you're an Admin (Team, Office, or Company).
About Business Analytics - Agent Success Overview: Learn more about how your Agents are utilizing kvCORE for the entity level of which you're an Admin (Team, Office, or Company).
Branding & Compliance
About TCPA Compliance & SMS Opt-In Overview: Learn more about TCPA Compliance and opt-in information.
TCPA Compliance and Opt-Out Messaging: Learn more about TCPA Compliance and out-opt messaging.
CCPA - California Consumer Privacy Act: Learn more about CCPA.
What Is WCAG 2.0 & WCAG 2.1?: Learn more about Web Contact Accessibility Guidelines.
ADA Accessibility Statement: Learn how Inside Real Estate helps you stay in compliance with ADA Accessibility guidelines.
CASL Overview (Canada Only): Learn more about CASL Compliance within kvCORE for Canadian Agents.
Staying Compliant with TREC: Learn more about staying compliant with the Texas Real Estate Commission's IABS form.
About the Do Not Call (DNC) List: Learn more about the DNC and managing your contact's preferences within kvCORE.
If your brokerage or Team needs to rebrand your account please reach out to Support for assistance. You can change your logos as normal from your Team, Office, or Company Profile.
If you're an Account Owner and have an interest in changing the kvCORE favicon to fit your branding please reach out to your Account Manager for assistance.
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)