January 2024
At Inside Real Estate, we’re committed to continually enhancing our platform to empower our clients to thrive in an ever-evolving real estate landscape. We’re excited to introduce a few upcoming major enhancements, expertly designed to streamline our clients’ workflow!
COMING SOON: FEATURE ENHANCEMENTS
- Appointments: Users will soon schedule appointments directly within their CRM. Managing availability and scheduling will be a game-changer for agents and clients alike!
- Mentions: Collaborating with colleagues will be easier than ever through our new mentions feature. Clients will soon have the ability to tag, or “mention” colleagues within contact notes – the person mentioned will receive an email, text, and task notification indicating the mention and associated note.
- Call Log UX Improvements: All tasks will soon be accessible within ONE, CENTRALIZED location! You can call, log a call, select an outcome, or select a follow-up action, all within the enhanced call modal.
- Email UX Improvements: The ability to REPLY and ADD ATTACHMENTS is coming soon to email modals! Soon, clients can reply to contacts with ease, while seamlessly adding important attachments without leaving the email thread.
PLUS: AN IMPROVED SMART CRM EXPERIENCE
Sleek & Intuitive Design:
- The new interface will feature a modern and clean design, making your navigation smoother and more efficient.
- New & improved filtering capabilities will help you save time! A redesigned filter panel, giving you the ability to filter on the fly plus new filtering options will help you quickly prioritize communication with your leads.
Enhanced Functionality:
- New tools and functionalities will simplify your tasks, saving you time and increasing your effectiveness in managing contacts.
- Keep yourself organized and accountable with the new Latest Communications column, which quickly tells you the most recent communication action taken (call, email, or text) – this will also remind you when it’s time to take action.
- New icons have been added so you’re easily able to identify the status of your communication with your leads. Know which leads you’ve had a conversation with, who you’ve connected with, and which leads need you to contact them via phone call, text, and email.
User-Friendly Experience:
- We’ve prioritized user feedback to create an interface that’s not only powerful but also user-friendly, ensuring a seamless transition and quick adoption.
- New icons have been added so you’re easily able to identify the status of your communication with your contacts – this includes two-way communication – clear icons that identify when there’s two-way communication for a lead and an agent.
Collaboration Made Easy: Collaborate with others in your office by tagging them in the new contact Note Modal!
HERE’S A SNEAK PEAK: ENHANCEMENT DEMO
We are so excited to share these enhancements, in action! Our product teams are working hard to fine-tune upcoming changes. Kindly note, there may be slight design changes upon release.
SMART CRM ENHANCEMENTS – SEE THEM IN ACTION!
RELEASE PLAN: WHAT OUR CLIENTS CAN EXPECT
As your technology partner, it is our top priority to ensure a seamless transition of workflow when releasing new features. It’s also important that our clients, real estate professionals across all roles, feel excited and empowered to leverage our tools in their day-to-day business management. Email notifications, in-product banners, and Help Desk documentation are always accessible upon the release of new features.
We are taking additional steps to ensure adoption and widespread understanding of what’s coming, specific to Smart CRM enhancements:
- An email will be sent to clients in advance of the release, detailing all enhancements with links to Help Desk documentation for specific reference.
- The Smart CRM updates will be automatically enabled for all customers. A modal will appear upon first-time login to Smart CRM, once enabled. The modal will provide a recap of the new experience.
- A toggle will be made available to customers, and will appear in a banner at the top of their Smart CRM page; this toggle will allow them to revert back to the original interface, for four weeks.
- We value your feedback! Customers who choose to revert back to the original experience will receive a notification, asking them to fill out a feedback form, which will be leveraged as a guide for continual product improvement.
We’ll be arming you with Inside Real Estate Help Desk articles in advance of these releases, to ensure your Support Teams have a comprehensive and complete overview of the upcoming enhancements. This will also give your teams an opportunity to update your internal resources, with our documentation as a guide.
QUESTIONS OR COMMENTS?
We’re here for you! Please let me know if you have any questions – we are here to help and support as we release these exciting new features!
WHEN YOU CAN ANTICIPATE THESE ENHANCEMENTS
We cannot wait to release these awesome new features to our clients! Our goal is to release all aforementioned enhancements by the end of January. We will continue to keep you informed as we refine the new experience.
Thank you for your continued partnership!
Best,
—
| JACOB BROWN |
| Enterprise Account Manager INSIDE REAL ESTATE jacobbrown@insiderealestate.com O: (760) 258-4880 www.insiderealestate.com |
kvCore – Agent Productivity Platform & Agent-Branded Websites – Training Series
kvCore Agent Productivity Platform – Agent-Branded Website & CRM & Lead-Generation & MORE! – TRAINING VIDEOS Orientation & Overview – 3/17/22
Watch this Recorded Presentation on what the kvCore Productivity Platform is & what it can do for you!
TRAINING #1 – ORIENTATION & OVERVIEW: https://insiderealestate.zoom.us/rec/play/2BNBYq7LbW6mTm1Kzoct1aLwDUPEZ2JSqySEVPq50js2NxIAVsyi4p_LeK0-nSFTFD3qQr0AGw569Pwr.TnpwvT84q_rg5QJC?startTime=1647528707000&_x_zm_rtaid=hD0-R0HrQgKF91cMWGEMBQ.1647629292559.5c25d6bbb6b097283ff702579d6fddf7&_x_zm_rhtaid=133
Training #2: Getting Started
Agent Training #2 – Getting Started & Growing Your Business
TRAINING #3: Growing Your Business Even More
Maximum One offers ALL agents in ALL Maximum One Franchises kvCORE for FREE!!! Learn how to use this amazing tool to grow your business!!
It’s worth your time to learn to:
- Personalize your Agent-Branded Website
- Enter Contacts into your Smart CRM
- Use the Smart Plans to communicate with those contacts
- Have Buyers & Sellers reach out to you using Property Search
- And SO MUCH MORE!
TONS of video Training
- See Video Links Below
- YouTube: Mastering kvCORE Tools for Success
- YouTube: kvCORE Tips & Tricks
kvCORE Crash Courses
- How to Set Up kvCORE from Start to Finish
- kvCORE for Beginners – Everything You Need to Know to Start
- Easy Guide to Setup & Use kvCORE CRM
- kvCORE for Beginners – What You Need to Know Before Using
- The 7 Most Important Things To Do with kvCORE
kvCORE Best Practices for Lead Generation
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Tons of kvCORE Training
| kvCore: How to Use & Tips & Tricks – GROW YOUR BUSINESS! Maximum One offers ALL agents in ALL Maximum One Franchises kvCORE for FREE!!! Learn how to use this amazing tool to get FREE Leads & grow your business!! It’s worth your time to learn to: Personalize your Agent-Branded WebsiteEnter Contacts into your Smart CRMUse the Smart Plans to communicate with those contactsHave Buyers & Sellers reach out to you using Property SearchAnd SO MUCH MORE! TONS of video Training See Video Links BelowYouTube: Mastering kvCORE Tools for Success YouTube: kvCORE Tips & Tricks kvCORE Crash Courses How to Set Up kvCORE from Start to Finish kvCORE for Beginners – Everything You Need to Know to Start Easy Guide to Setup & Use kvCORE CRMkvCORE for Beginners – What You Need to Know Before UsingThe 7 Most Important Things To Do with kvCOREkvCORE Best Practices for Lead GenerationkvCORE CRM – Easy Guide to Setup & UsekvCORE – What Agents Should be Doing EVERY DaykvCORE – Pack Your Google Business with Lead GenerationkvCORE – Use Text Codes to Capture Prospect Cell Phone in your CRM & Trigger an Auto-ResponsekvCORE – Facebook Messenger Bot | kvCORE Webinar Recordings Help Articles: Dashboard Overview: https://help.insiderealestate.com/en/… Behavioral Alerts: https://help.insiderealestate.com/en/… Lead Star Rating System Overview & FAQ: https://help.insiderealestate.com/en/… Smart CRM Lead Filters: https://help.insiderealestate.com/en/… Videos Referenced: • kvCORE Success Meetups: Tips Tricks … For more information please visit: https://insiderealestate.com/ytdemo NEW – kvCORE Faststart – https://bit.ly/3w4tm74 See exactly how to setup your kvCORE CRM to generate more real estate leads! kvCore is considered one of the top real estate crm systems in 2023. How to setup kvcore is a big topic and undertaking. These videos will show you how to setup and use KVCore quick and easy. Consider it a kvcore guide for all the essential concepts that you need to gain the knowledge of how to make best use its systems and KVCore as a whole. |
| kvCORE Best Practices: Save this LINK with the top resources you’ll need access to, from training, help articles, YouTube links & more! Ensure your Profile is set up, especially with your Agent MLS ID so that your listings populate on your website! Check out our kvCORE Success Meet-ups for ongoing learning on how to use our platform. If you want help setting up your profile, our Done for You Services team has a consulting package where they go above and beyond to put together your Profile, including custom campaigns AND help to import your contacts!! |
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kvCore – Q&A
Read More Here: https://s.insiderealestate.com/maximum-one-kvcore-agents/
Q: What is kvCORE?
A: It is a Tech Package with everything all on ONE platform with only ONE password to remember. It is a real estate platform built to empower you with Networking, Prospecting, Converting Leads, Niche Marketing & more! Each agent has their own approach to real estate based on their unique strengths. Many brokerages try to piece together products to meet these unique needs but just end up with a sea of disjointed tools that don’t talk to one another. kvCORE is the only real estate platform that empowers every type of agent to manage & grow their business, all from one central place.
Q: What will it do for me / my business?
A: This AMAZING all-in-one platform will help you serve more people & make more money & have more control & have more time and aren’t these the reasons you chose Real Estate as a career?!?!
Q: What is Included?
A: kvCORE Platform
* LeadEngine
* Agent-Branded Website & IDX Homesearch
* Smart CRM
* Listings CRM
CORE Listing Machine & CORE Social
* Automated Listing Mktg Features: Tours, Videos, Single Property Websites, Chat to Text, Fliers, etc.
* Automated Listing Posting & Promotion
* Automated Social Media Marketing
CORE Present
* Modern Comparative Market Analysis
* Interactive Pricing Dashboard
* Client Engagement Tracking
* Customizable Presentation Capabilities
Mobile Apps
* kvCORE Mobile App for Users
* Integrated Mobile Dialer
* Millions Mapped (as available)
* kvCORE Open House App
Q: Can we Keep Chime?
A: YES you can keep that at the same cost.
Q: Does Chime interface with KV?
A: It does not.
Q: I have read comments online that Chime is better at lead gen than KV. Is this true?
A: They are both rated very high. KV is #1 and just won awards on Inman News and Chime is #2. We really had a hard time with this project because we LOVE Chime and negotiated a crazy good price. Chime was not compatible with other programs to get to our all-in-one endgame and KV was turn-key. It has everything we need with interfaces with SkySlope and QuickBooks. Chime is not there. YET. Because both are amazing products and service, we kept Chime and will be working with them to get to the point where they have an all-in one also. At the end, we will see who we like best.
Q: If I cancel Chime, can I export all of my data to KV?
A: They have ensured this that it is easy and common.
Q: When will this all happen?
A: Now! If you have not received your EMail Welcome, please email: DES@eAGENTweb.com
Q: What else does it do for my business?
A: We get IVR and video emails (Bombbomb), auto dialer, text through CRM, integrated Real Estate Forms, eSignature (all in one pdf unlike Dot loop)
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Get Started NOW:
- kvCore Quick Start Guide (courtesy of Karie Smith of Echelon Real Estate Services – karie@echelonrealestateservices.com)
- pdf of kvCore Quick Start Guide
- Link to Shared Google Doc of kvCore Quick Start Guide
- Video – Agent Orientation
- Video – Training #1
- Video – Training #2
- Video – Listing Presentation (Core Present) & Listing Social Media Push (Core Listing Machine)
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kvCore Keys to Success How-To Videos: Maximum One Franchises through our parent corporation M.O.R.E. Corp provides kvCore Lead Generating Website & marketing Platform FREE to ALL Maximum One associates. Please watch these videos courtesy of Alan & Ming Richardson to get you started!
Click to Watch These Videos on Keys to Success with kvCore:
- Leads & Campaigns
- Marketing
- Nurturing Leads
- Property Alerts & Core Listing
- Setting Up Landing Pages
- Setting Up Squeeze Pages
- Top 5 Activities to Do Every Day in kvCore
- Creating Your Own Smart Campaigns
- Use of Hashtags and More
Additional Video Tutorials
Check out “This Week at Maximum One”
Maximum One Realty 