{"id":1352,"date":"2018-11-05T20:41:00","date_gmt":"2018-11-05T20:41:00","guid":{"rendered":"https:\/\/preprod.realtrends.com\/blog\/2018\/11\/05\/offering-value-agents-brokers-journey\/"},"modified":"2025-03-13T02:21:17","modified_gmt":"2025-03-13T02:21:17","slug":"offering-value-agents-brokers-journey","status":"publish","type":"post","link":"https:\/\/preprod.realtrends.com\/blog\/2018\/11\/05\/offering-value-agents-brokers-journey\/","title":{"rendered":"Offering Value to Agents – One Broker\u2019s Journey to\u00a0kvCORE\u00a0and Broker Sumo"},"content":{"rendered":"

 <\/span>When Paul Carlson, president of Five Star Real Estate in Grand Rapids, Mich., started his search for a platform to run his brokerage, he found he was frustrated very quickly.<\/p>\n

<\/p>\n

\n

\u201cWe weren\u2019t happy with our old vendor, and the product was outdated. So, when he found kvCORE, an all-in-one solution for real estate website, lead, and CRM, he liked what he saw. “<\/p>\n

According to Paul, \u201cthe back end was more approachable than most, and they talked about it being a platform, which means they can integrate various apps, such as CirclePix, into the system,\u201d he says.  <\/span><\/p>\n<\/blockquote>\n

As a whole, Paul was looking for a Brokerage Platform Partner – a company that had the technology, flexibility, people and principles that would drive success today and for years to come.  His selection of the kvCORE Platform and BrokerSumo was based on a few primary factors. <\/span><\/p>\n

Brokerage Branding & Flexibility<\/h3>\n
\n

However, more important to Carlson than the lead routing and capture was the flexibility to tailor the solution to his brokerage. \u201cThe Inside Real Estate team worked with me on settings and customization and that was huge,\u201d says Carlson. \u201cIf I\u2019m using the same platform as my competitors, I needed to differentiate our front-end website branding\u2014we were able to do that with a custom Wordpress site that integrates seamlessly.\u201d Plus, he says, \u201cit\u2019s important to the agents to have some website customization options as well.\u201d  <\/span><\/p>\n<\/blockquote>\n

The key for Carlson was that he didn\u2019t want someone coming to the website to be treated like a lead. \u201cWhen someone comes to an agent\u2019s website, they come to find out more about that person. They\u2019ve likely already been on Realtor.com, Zillow or Trulia searching for properties, so now they want to figure out who they\u2019re going to hire,\u201d he says.<\/p>\n

Although customization was limited, the folks at Inside Real Estate worked with Carlson to include a photo of the real estate agent and the agent\u2019s bio on the home page. \u201cI didn\u2019t want the user to have to click a bunch of pages to read about who the agent is. It\u2019s not perfect, but I liked that Inside Real Estate was willing to work with me,\u201d he says. <\/span><\/p>\n

Sphere Marketing<\/h3>\n

While lead-gen is critical, Carlson says its sphere marketing<\/a> that can take many agents\u2019 business to the next level and kvCORE focuses strongly on that. \u201cThe platform is designed to keep you in touch with your sphere. kvCORE leverages the same intelligence for agents\u2019 SOI that was built for nurturing leads, just tailored to the SOI experience. The fact that it\u2019s such a focus is hugeone of our top agents work entirely with their sphere,\u201d he says. <\/span>  <\/span><\/p>\n

kvCORE offers a smartphone app. The app will prompt you to text, email or call a certain number of clients each day. \u201cIf you do that, you\u2019ll reach your entire sphere more than once a year. The truth is, according to the National Association of Realtors\u00ae, only 6 percent of agents consistently reach out to their spheres. We\u2019re trying to solve that disconnect between our agents and their databases. If this can help agents at the lowest level click a switch and connect, it\u2019s worth it,\u201d he says. <\/span><\/p>\n

More Efficient Commissions & Reporting<\/h3>\n

Soon after implementing kvCORE, Carlson discovered BrokerSumo<\/a>, Inside Real Estate\u2019s accounting and commission automation program. \u201cWe had frustrations with our old client because it felt like it hadn\u2019t been updated since 1994. Sure, they had thousands of reports, but how many do you really use,\u201d he asks.  <\/span><\/p>\n

With BrokerSumo, which also integrates with his 3rd party reporting tools, Carlson can streamline and customize all of his back-office reports. \u201cIt also saves us thousands a month compared to the product we were using,\u201d says Carlson. Plus, he adds, he had to manually crunch numbers because they couldn’t push numbers into a 3rd party reporting solution. \u201cNow, the data is automatically pulled in and, we can create reports that get automatically sent every month. We have more control and are looking at relevant data rather than having thousands of options that didn\u2019t work for us.\u201d <\/span>  <\/span><\/p>\n

Constant Innovation<\/h3>\n

Last, but not least, Paul liked that Inside Real Estate is committed to innovation and keeping their customers at the forefront of technology. \u201cWe\u2019ve bought tech platforms before, where the product just never changed. I want to know that someone is thinking about the end user and improving the product. I need to know that if I\u2019m paying a lot of money that the technology is going to evolve,\u201d he says.  That is what Inside Real Estate and kvCORE provide to Paul as his Brokerage Platform partner. <\/span> <\/span><\/p>\n

\n

Overall, says Carlson, it\u2019s too soon to give solid numbers on things like lead conversion; however, the benefits from customization to automation and reporting have already become apparent.  \u201cWe\u2019re excited for where we\u2019re headed,\u201d says Carlson, \u201cand we\u2019re excited to have a technology partner committed to that vision with us.\u201d <\/span><\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"

 When Paul Carlson, president of Five Star Real Estate in Grand Rapids, Mich., started his search for a platform to run his brokerage, he found he was frustrated very quickly.<\/p>\n","protected":false},"author":15802,"featured_media":4822,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[3255],"tags":[],"coauthors":[],"class_list":["post-1352","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-archive"],"acf":[],"yoast_head":"\nOffering Value to Agents - One Broker\u2019s Journey to\u00a0kvCORE\u00a0and Broker Sumo<\/title>\n<meta name=\"description\" content=\"Paul was looking for a Brokerage Platform Partner - a\u00a0company that had the technology, flexibility, people and\u00a0principles\u00a0that would drive success today and for years to come.\u00a0 His selection of the\u00a0kv\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/preprod.realtrends.com\/blog\/2018\/11\/05\/offering-value-agents-brokers-journey\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Offering Value to Agents - 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