Get Organized with kvCORE: 5 Crucial Steps for Real Estate CRM Setup

bossOwner Blog/kvCORE/Get Organized with kvCORE: 5 Crucial Steps for Real Estate CRM Setup

If you are a real estate agent using kvCORE or planning to do so, getting organized with your setup is essential. This blog will discuss five crucial things that can help you do that, both on the back and front end.

Organize Your Leads

Before setting up kvCORE, make sure your leads are organized. Check all the places where your leads might be hiding, whether you’re starting fresh or importing from another system. Use Excel to view notes and property alerts from other systems and integrate them into kvCORE. 

Decide Your Website Name

Your website name is vital as it’s the first thing visitors see. You might want to use your name, group name, or something related to your work area. kvCORE allows you to set up a redirect, but make sure to set up the name servers correctly to prevent losing your website name while switching between pages.

Set Up Your Profile

Your profile is essential as it provides prospective leads with an idea of who you are and what you specialize in. Add your social media links, bio, and specialties to your profile section. If you have one, keep your information consistent across your brand and team.

Connect Your MLS

Connecting your MLS is crucial as it allows you to access and display accurate property data. Contact your brokerage or inside real estate team to connect your MLS and decide on the regions and territories you want to cover. You can expand later, so start with a few counties or areas and add more later.

Determine Neighborhoods and Cities

Lastly, determine the neighborhoods and cities you want to cover in more detail and customize your website accordingly. You can add neighborhoods and cities by using kvCORE search bar or by manually adding them in. It helps with SEO and makes your website more user-friendly.


By following these five tips, you can get started with kvCORE and ensure that you have a well-organized and user-friendly website. Stay tuned for my upcoming blogs, where we will delve deeper into each topic.

In conclusion, setting up kvCORE can seem daunting, but following these tips can ensure a successful setup. Take the time to organize your leads, decide on your website name, set up your profile, connect your MLS, and determine your neighborhoods and cities. With a little effort, you can have a professional and user-friendly website that generates leads and helps you grow your business.

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Kim Barber Coaching is a coaching company that helps existing agents with their businesses and services online. We make no claims or representation that by implementing the modules and lessons, you will earn money or make your money back. This video presentation and the testimonials are hereby used for educational and exemplary purposes only, they are not intended to incite sales. While they may show real experiences from paying students, their business’s results are not typical, and your business’s experience will vary based upon the effort and education of your business’s employees and management, the business model that is implemented, and market forces beyond anyone’s control. California residents can obtain information about the categories of personal information collected, and the business purposes for which the information is collected, by clicking here. While these testimonials are real, participants were incentivized. These results are not typical and we make no earnings or return on investment claims. Kim Barber Coaching is not a business opportunity, it’s a training to help existing real estate agents.

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