Streamline your real estate business with our cutting-edge solution: the seamless convergence of kvCore and Brokermint. Say goodbye to the hassle of managing multiple systems that don't communicate with each other. With our native integration, brokers, teams, and agents can now enjoy an integrated platform to effortlessly track all their contacts and related activity all the way from lead to client to contract to close and repeat business.
Our recent integration is aimed to:
Help brokers avoid double-entering transaction info, stop chasing agents for providing updated transaction details in multiple platforms, and better see conversion rates from lead to contract.
Let agents see all the client activity in one place without spreading their attention on multiple platforms.
Allows agents to keep track of their contacts on multiple platforms and get the true picture of their pipeline while having a single source of truth for all the data they need.
First time connecting Brokermint to kvCORE
Within your kvCORE interface, go to Marketplace > Brokermint > Sign in
Enter your Brokermint credentials, then click Add to kvCORE.
When all set, click Continue. You can either close the window or proceed with matching up your agents (next section).
How do I invite a Brokermint user to kvCORE?
When your Brokerint <> kvCORE integration is activated, admins can invite current Brokermint users to become agents in kvCORE. This allows them to exist in both platforms and establishes a connection between them.
Navigate to Users > selected user > three dots icon > Invite to kvCORE
In an open modal window, complete all the required fields, which mirror the ones you fill out when adding a new agent through kvCORE.
When everything is set, click Invite to kvCORE button at the bottom of the window.
Now, the agent will appear in your kvCORE workspace and will be matched with the corresponding Brokermint agent.
How do I invite agents to Brokermint from kvCORE?
To invite the unmatched user to Brokermint:
Go to Company Admin dropdown on the top-right corner of the page and click Agents.
Select the needed agent(s)
In an opened page, click the More Actions dropdown and select Invite to Brokermint.
Then, you'll be prompted to select the Brokermint account you want this user to be invited to.
Select the commission plan, onboarding checklist, and account owner. When all set, click Save.
Next, in your Brokermint Users tab, you'll see the new user, which will have the default set of permissions enabled. You'll also get an email about inviting selected users.
How do I invite kvCORE contacts to Brokermint?
The flow is the same as with the agent:
Go to Smart CRM, select the needed contacts, click More Actions and select Invite to Brokermint.
Follow the same steps to select the BM account, assign a commission plan and onboarding checklist along with the account owner. When all set, click Save.
You will see the invited kvCORE contacts appear in your Brokermint company Users tab.
Match kvCORE agents and Brokermint users
Open your company admin dropdown at the top right corner and select Agents.
At the right corner, click the blue Brokermint Matching button.
In an opened window, you can select agents in the Brokermint Match column to be matched with the corresponding kvCORE agent.
Please note that if you select to match the agent that is already in use, the previous match will become empty.
You can also filter agents by their role or leverage the Suggest Match button, which will auto-suggest matching for the agents with the same name and email.
How do I re-match agents to Brokermint?
Open your company admin dropdown at the top right corner and select Agents.
At the middle of the page, click the More Actions dropdown and select Re-match Agents to Brokermint.
Confirm whether you want to un-match the agents first before matching them again.
Proceed with selecting the needed match for related Brokermint agents.
When all set, click Save.
Create and kick-off a transaction from kvCORE to Brokermint
Within kvCORE, go to Transactions > + Create transaction at the top right of the page.
Start with selecting the Brokermint Account (connect more subaccounts in Marketplace > Brokermint > Edit).
Fill out all the required fields marked with asterisk (*).
When all set, click Create. You will see the Transactions page with your recently created transaction at the top of the list.
Open this transaction and click the View Transaction navigation link to proceed with adjusting it in Brokermint.
Please note that for kvCORE transactions pushed to Brokermint, any further changes can only be done through Brokermint.
When integration is enabled, either the buyer role will be mandatory for your transaction if your company represents the buyer side, or the seller role will be mandatory if your company represents the seller side.
How do I pull listings from kvCORE to Brokermint?
Within your Brokermint Transaction page, click Create transaction > Search MLS. In an opened modal window, enter the kvCORE transaction name you want to pull to Brokermint. Click Select and complete all the needed steps through the regular transaction creation process.
Link kvCORE contacts with Brokermint contacts
Open the transaction and navigate the People section on the right side.
Contacts that are not yet linked will be marked with a broken chain icon near their full name.
Click this icon and, in the opened window, select the related contact you want to link. If needed, you can + Create Contact right there.
When all set, click Link with selected.
Here's how linked contacts will be displayed in Brokermint interface:
How do I enable multi-account access from Brokermint to kvCORE?
To integrate your kvCORE account with your Brokermint master account and subaccount, follow these steps:
Navigate to the Marketplace > Brokermint > Edit
From here, the integration will vary based on your brokerage configuration:
If you have access to only one Brokermint account, the integration process remains unchanged.
If you have access to multiple Brokermint accounts, a new modal window will be displayed, listing each accessible Brokermint account, including master and sub-accounts.
All set! Either proceed with the agent matching process or close the window.
After a successful connection, you will see all the available subaccounts when creating a kvCORE transaction:
Please be aware that when attempting to match agents, you'll receive a warning tooltip if the agents are in subaccounts you cannot access.
How do I see all Brokermint transactions in kvCORE?
Within the Transactions page of your kvCORE account, locate the Source column at the right side of the table. Brokermint transactions will have the "Brokermint" label as the Source.
Note that company admins will see transactions in kvCORE based on their kvCORE permissions, not Brokermint ones.
Seamlessly navigate between platforms without entering credentials every single time
To provide smooth experience navigating between kvCORE and Brokermint, we leverage the power of SSO (Single sign-on) links across the interface. SSO is a secure authentication method that enables users to securely authenticate with multiple applications and websites by using just one set of credentials.
They work as a 'magical key' allowing you to enter any platform's 'door' without entering the credentials each time. There are several places where you can seamlessly navigate between needed kvCORE and Brokermint accounts.
Navigation links in kvCORE
On the Transactions list page, the TXN column will direct you right to the transaction's page in Brokermint:
On the transaction's page, which directs you right to the transaction's page in Brokermint:
On the Agents page, which directs you right to the Users > Agents tab in Brokermint:
Navigation links in Brokermint
On the Transactions page, which will direct you to kvCORE's Transactions page:
On the Users page, which will direct you to kvCORE's Agents page:
On the Contacts page, which will direct you to kvCORE's Smart CRM page:
