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.
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
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
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