We’re excited to introduce updates to your Smart CRM, expertly designed to streamline your workflow, connect with your contacts, and collaborate with your peers!

Sleek & Intuitive Design:

Enhanced Functionality:

User-Friendly Experience:

Collaboration Made Easy: Collaborate with others in your office by tagging them in the new contact Note Modal!

To learn more and dive deeper into what’s new, see below!

Easily search for contacts using the Global Search at the top of your account. No need to even press 'Enter' - the list will automatically update as you type.

There are multiple ways to find the call modal (i.e. the Quick Actions menu, the Contact Record, etc)

If initiating a call from your reminders click on the phone icon next to the call reminder.
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Or, if you are looking at the calls list on your dashboard, you can click the blue 'call' button.
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Clicking either the call button or the phone icon opens the dialer.

You can immediately fill in the outcome, call notes and follow up if necessary.

Please Note: If you manually add a call elsewhere outside of the task list (such as via Quick Actions) the call will not be properly removed from your calls list! You must initiate the dialer from your toolbar or call list in the Dashboard.

Scheduled calls can be created in a variety of ways:

When scheduling a call the same information will always be required.

A popup window will open up. Select 'Schedule Call' from the bottom.

If scheduling from a Contact Record you may select one of their phone numbers from the dropdown.

On the schedule call tab, you'll be able to set up your future calls with the following controls:

Note - This note will appear on the contact's timeline, as well as in the call summary in your tasks list.

Due Date - The date and time you want the call scheduled. I

Sync with Google - Set to 'Yes' to add this call to your Google Calendar at the specified date/time. For more information on syncing your Gmail account click here.

Repeat Calls - If you want to schedule this call more than once, turn this on.

# of repeat calls - If repeat calls is set to 'Yes', specify how many calls you want to schedule.

Within the Next - Specify what period of time you want your calls to be scheduled. The calls will be as evenly spaced as possible.

You can now easily add attachments to your emails using the 'Add Attachment' button on the bottom left of your email editor.

Note: All attachments sent via email must not exceed 20 MB total.

We've revamped the UI of the email modal for a more intuitive and user-friendly experience. Featuring a fresh new font, updated buttons for "Use Smart Assistant" and "Send," and refreshed fields for Contact, Template, Subject, and Compose.

While using a template with an MLS merge tag, the MLS ID is now a required field, ensuring accurate communication and lessening room for error.

We've added the ability to expand the modal, providing more space and flexibility for composing emails without constraint.

You can now choose to include or exclude email signature with a convenient toggle option!

You asked, and we listened - now you can view all past emails & texts in the same thread. This gives you the ability to easily pick up where you left off and better assist your contacts.

Your past emails and texts will be visible in each thread, requiring no extra steps from you.

You can now easily add attachments to your text messages using the 'Attach' button on the bottom left of your text editor.

Note: All attachments sent via text must not exceed 5 MB, with a total of three attached files per text message.

Within the threaded view, you can now search for and select from multiple phone numbers. You can add a personal flair to your text messages by using emojis, including media attachments [like GIFs!], CORE Videos, and more!

Text messages in the threaded view now display detailed information including message content, phone number, timestamp, and initials, providing you with a complete overview of your communication history!

Accessing the threaded view from the Smart CRM is now quicker and more intuitive. Simply clicking on the Text button within the activity column will open the threaded view, enabling you to respond to leads promptly and efficiently.

The Appointments feature lets you set and schedule appointments for your leads, and keep track of those scheduled calls directly within your kvCORE database. You can also set your appointment availability within your Agent profile, which will sync with any Google and Outlook calendars connected to kvCORE.

In order to start using the Appointments feature, you will first need to sync your Google or Outlook calendar to kvCORE. This not only enables the ability to schedule appointments from within kvCORE, but will also allow you to set your availability for future appointments.

Within your lead's profile, click on "Add" at the top right of the Appointments modal.

Once an appointment has been set, you will see a new "Appointment Set" confirmation appear in the lead's timeline. Until an appointment has been confirmed by the recipients, the timeline will display "Pending Confirmation":

Once the appointment has been confirmed, the timeline note will update accordingly to "Confirmed":

Completed appointments will display as follows:

Before the date of your appointment, you may send a reminder to the attendees by clicking on the "Send Reminder" button on your scheduled appointment. This will re-send the invitation via text and email if the original communications were missed.

You will see this notification for any appointments that you have personally set, or if an appointment was created for you by an admin. The Add to Calendar link can be used to add the appointment to any virtual calendar (such as Google or Outlook).

All guests assigned to the appointment will receive the following email. The Confirm Appointment link can be used to add the appointment to any virtual calendar.

If an appointment reminder was sent to your guests, they will see the following in their inbox.

You'll receive a daily email every morning with a summary of any appointments you have been scheduled to attend.

You can log the outcome of your appointment by clicking on either the white circle next to your appointment on the far right of the lead's profile, or by selecting the "Log Outcome" button on the lead's timeline.

If the call was successful, you may add notes to the "Outcome Notes" section. You can also optionally change the lead's status, if applicable.

If the appointment was cancelled or otherwise could not be completed, you'll have the option to add a reason as well as additional appointment notes.

To set your availability for appointments, open your agent profile. The Appointment Availability section can be found at the lower right section of your profile.

Click on "Edit" to select your available dates and times. These settings can be changed at any time and will update immediately.

When setting up a new appointment, the calendar will reflect your available dates and times. Any time intervals or specific days marked as unavailable will be greyed out. Additionally, as long as you have synced your Google or Outlook accounts to kvCORE, the system will update your availability based on those calendars as well.

Easily share information by tagging Agents & Lenders within your account in a contacts notes.

To tag a colleague open the notes and type '@'. Then continue typing their name or email and select the correct person from the dropdown menu. They will then get a notification informing them of the note.

Smart CRM filters can be saved so that you don't need to re-create a filter each time you want to see a particular list of contacts.

TIP: Your most accessed saved filters will be more readily available!
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To create the filter, first open your Smart CRM and click on the black arrow directly between Playbooks and Smart CRM to expand filter options.​

Then set the criteria you'd like for your saved filter.
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Your Smart CRM will automatically filter by the selected criteria.

To save your criteria, select 'Save Filters' from the top of your Smart CRM.

A pop-up modal will appear where you can give the filter a name. Then click 'Save New Filter' on the bottom left. You may also pin the filter as a Quick Link to be accessed quickly at the top of your Smart CRM.

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In the future when you access the Smart CRM and want to re-apply the saved filter, it's easy to select the saved filter from the list.
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Now, after applying filters you can easily pick up where you left off after exiting the Smart CRM!

Saved Filters and Ponds are moving to your filter panel (which will automatically be open when entering the Smart CRM). This de-clutters your CRM and makes searching even easier.

We've saved you a few clicks into your leads' profiles by adding the following columns to the Smart CRM:

Columns may be toggled on or off using the Columns dropdown at the far right of the Smart CRM. However, certain columns cannot be disabled, and will display as greyed-out options within the dropdown.

Static Toggles:

The Activity Column has been expanded to include Calls, Emails, and Texts in separate columns. Now, you can quickly filter by communication method directly within the Smart CRM! This provides an at-a-glance view of your leads' contact statuses and helps to narrow down which leads might need more attention.

The icons shown in each column will now be highlighted a specific color depending on the lead's contact status.

Hovering over each of these icons will display additional information.