KVCORE DICTIONARY

Learn The Basic Terms To Help Enhance Your Kvcore Experience

Getting started with kvCORE can be made easy using the Agent Quick Start, training videos, and help articles. However, there are times when a term or phrase will come up that you may be unsure of - that’s okay! Here, you can find common Real Estate and kvCORE terms and definitions.

Basic Categories For Your Leads

• Status - Ways to categorize your leads, such as Active Lead, Prospect, Client, etc. (i.e., “The Client Journey” within the Contact Record)

• Lead Type - Buyer, Seller, Renter, Vendor, Agent

• Hashtags - These are your own custom labels for your Leads/Contacts. Use these to send Scheduled Mass Emails to a specific set of contacts.

• Sources (System Source and Source) - The Source tells you where a contact came from and System Source technically speaks to how your contact came to be in kvCORE kvCORE Main Navigation Menu & Dropdown Menu

• Dashboard - The main page in your kvCORE platform, first seen when you log into kvCORE

- SSO (Single Sign-On) - no need to log into multiple websites when you can SSO through kvCORE! Learn more about SSO options here.

• Profile - Where you can customize your ‘About Me’ section, agent photo, and other tools to brand yourself on your website to your contacts.

• Playbooks - Playbooks take all the “Native Tools” that are commonly used by Agents and roll them up in easy-to-use step-by-step instructions or “plays” to focus their business on one topic (e.g. Promoting your Listings).

• Smart CRM - This is where your contacts live, (i.e., the address book for kvCORE) and Agents can work and manage their contacts from this page.

• Listings - This is where your MLS lives in your kvCORE agent platform, and you can search, preview, and even promote listings for lead generation from this area.

• Marketing - This is where most of the main communication tools are located, including Smart Campaigns, Search Alerts, and Hashtag Management (if you have CORE Present, CORE ListingMachine, or CORE Print, you’ll find the SSO here).