MAX/Tech powered by kvCORE will be transitioning to MAX/Tech powered by BoldTrail is scheduled to go live OCTOBER 28th! This is more than just a rebrand. With it comes powerful new enhancements to the tools currently available to you. Get the scoop here!
Did you know we create LOCAL Monthly Newsletters as well as Holiday Emails inside kvCORE? Watch this video and see how easy it is to send these to your database!
Let's get your database added into kvcore!
Login to MAXTECH > Lead Engine > Bulk Lead Import
Upload your own database OR they will do it for you for FREE!
IMPORTING YOUR CONTACTS EASILY INTO MAX/TECH Powered by kvCORE
Importing your contacts into kvCORE can be a simple process if you use their importing template Here are some tips and the spreadsheet you can start working on now so when it opens in your area you are ready to go!
When importing contacts into kvCORE, you have two options: let us handle it for you to save time and avoid incorrectly importing your data or import the contacts yourself to retain full control over the process.
Regardless of the import option you choose, we recommend that you use the applicable import template as a guide for formatting your file.
Please Note: You will not get New Lead Notifications for leads you manually add or are via a CSV.
Import Templates (Recommended)
Please Note: There is a max file size of 2MB. The file must contain a header row.
kvCORE Lead Import Template - USA Format
Please Note: Imported Leads CANNOT have automated Campaigns and/or Search Alerts assigned to leads using the import hashtag (i.e."import1234567") or the Source "Lead Import". Imported Leads CAN have automated Campaigns and/or Search Alerts assigned to leads with a unique Hashtag, Status, Type, etc.
Some Other Tips:
Import Overview (1 min.)
Supported Import Fields (4 min.)
How to Send a Welcome Email After Importing Your Contacts (3 min.)
🎥US Lead Import File - Video (8 min.)
🎥Do It Yourself - Video (3 min.)
🎥Let kvCORE Handle It - Video (3 min.)
Check out the many Tutorials kvCORE has available with some tips on making your import smooth! Click Here
MAX/Tech powered by kvCORE will be transitioning to MAX/Tech powered by BoldTrail in the coming months. But this is more than just a rebrand. With it comes powerful new enhancements to the tools currently available to you.
The Next Generation of MAX/Tech powered by BoldTrail Includes:
- Fully refreshed experience with a new look + feel
- Improved navigation + usability on the backend
- Further AI integrations + automation capabilities
- New Omnisearch feature for easy searching within your tools
- Centralized transaction workflows
- Enhanced analytics for powerful, actionable insights to fuel agent performance
This is more than just a search app – it's the first-of-its-kind homeownership solution that puts agents at the coveted center of the lifelong client relationship. Agents can share their CoreHome app with clients at any point in the transaction to create engagement and value from home search to post-close.
CoreHome Includes:
Personalized Customer Experience | Alerts, Home Valuations + Market Data | Favorite Properties | In-App Chat Between Client + Customer | Transaction Tracking | Post-Close Moving Checklists | Ongoing Homeownership Tools + Checklists
Keep important transaction emails and timelines organized with this AI-powered email productivity solution. Serving as your email smart assistant, intelligently organize your inbox, manage transaction conversations, share consumer-facing transaction timelines and more.
Folio Includes:
Transaction Email Detection | Inbox Organization into Smart Folders | Document Tracking | Deal Task Management | Client-Facing Transaction Timelines | Calendar Sync | Document Summaries with DocGPT | Integration with Gmail + Outlook