Mastering Lead Organization: Essential Tips for Setting Up Your kvCORE Website and Real Estate CRM

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If you’re utilizing kvCORE as your real estate CRM to effectively manage and organize your leads, setting up your profile correctly is crucial. In this comprehensive guide, I will provide you valuable tips to help you prepare for managing your leads using kvCORE.

Understanding the Life Cycle Stages

To ensure that your kvCORE site is organized correctly, it is essential to comprehend the different stages of the lead life cycle and learn how to set them up. I highly encourage taking advantage of my free kvCORE Masterclass (link at the end of this blog) to understand this crucial aspect comprehensively.

Setting Up Your Profile

Once you have familiarized yourself with the life cycle stages, it’s time to begin setting up your profile. First and foremost, pay attention to the top buttons within your profile. These buttons enable you to showcase your online media profiles. You can also add additional buttons to incorporate other profiles, such as Pinterest or other social media platforms.

Having well-curated agent profiles contributes to a more professional and organized online presence. Navigate to the agent roster and agent profiles sections to create individual profiles for each team member. Ensure that the titles and information provided for each team member are accurate and up to date.

Keeping Track of Online Profiles

To streamline the process of adding online profiles to your kvCORE profile, we recommend maintaining an Excel spreadsheet or a Google doc that lists all your online profiles, including Facebook, Twitter, LinkedIn, YouTube, Instagram, and more. By doing so, you can easily reference this document and expedite the integration of your various profiles into kvCORE.

Crafting an Engaging Bio

Your profile bio is an essential component that should be carefully written to showcase your experience and skills. A well-crafted bio helps potential leads understand your expertise and builds trust in your abilities. Ensure that your bio is informative, engaging, and professional to make a strong impression on visitors to your kvCORE site.

Consistent Signature

Your signature is another significant element of your profile, as it will be included in all your outgoing emails. A consistent signature reinforces your brand and enhances your professionalism. It’s crucial to maintain consistency across your team by standardizing the signature format. Make sure that contact information, including phone numbers and email addresses, are up to date and accurate.

Auditing Your MLS

To guarantee that your kvCORE website is optimized, it’s important to regularly audit your MLS (Multiple Listing Service) information. I recommend conducting this audit at least once a year to ensure that all your listings are accurately represented on your site. Add any new information or updates as necessary to provide visitors with the most current and relevant data.

Displaying Website Information

Take advantage of the kvCORE platform by displaying your website information prominently. This includes your phone number, contact information, and any other details you would like to share with potential leads. By prominently featuring this information on your site, you make it easier for interested parties to reach out and connect with you.


Following these essential tips can optimize your kvCORE experience and set up your real estate CRM effectively. With a well-organized profile and a streamlined approach to managing your leads, you’ll stand out and well on your way to be successful in the competitive real estate market. Make the most of kvCORE’s features and take your real estate business to new heights.

For the best kvCORE training -> www.kimbarber.com/masterclass

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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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