Admin Quick Start

For Company/Office Admins! Get a jump start on kvCORE with this Quick Start course! You'll configure your kvCORE account for success, become familiar with kvCORE's tools, and learn strategies for encouraging adoption of the platform with your Agents.

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Course curriculum

1
Configuring Your kvCORE Account
- 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
Getting Familiar with kvCORE
- 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
Selecting Your Agent Adoption Strategies
- 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