Course curriculum

Time to complete: 1 hour 20 minutes

  1. 01
    • How to Complete This Course

    • Welcome to kvCORE!

    • What to Expect: Onboarding Process Overview

    • What Are User Roles, Entities, and Scope Levels in kvCORE?

    • Introduction to Lead Duplication and Lead Privacy

    • Test Your Knowledge on the Basics

    • Managing Your Agents, Lenders, Teams, and Offices

    • How to Set Up Lead Routing Rules

    • Test Your Knowledge on Entity Management

  2. 02
    • Smart CRM Overview and Introduction to Ponds

    • Why Are Smart Campaigns Integral to Success?

    • Understanding kvCORE’s Automation

    • Where Is Your kvCORE Website and How Do Visitors Use It?

    • Test Your Knowledge on kvCORE’s Tools

    • How to Integrate Your Existing Lead Generation

    • Leverage kvCORE’s Landing Pages for Recruiting

    • What “Done for You” Advertising Does kvCORE Offer?

    • Test Your Knowledge on Lead Generation

  3. 03
    • Why Is It Important to Plan for Your Agents’ Adoption of kvCORE?

    • Supporting and Championing kvCORE Internally!

    • Using Your Dashboard as an Admin

    • Tracking Agents’ Success in Business Analytics

    • Test Your Knowledge on Adoption Strategies

    • Closing Remarks & Next Steps