Contact your transaction coordinator for a new invitation link.
Welcome, !
Let's connect your tools so your transaction coordinator can get to work. This takes about 3 minutes.
Connect Google Drive
We'll create a secure folder for each of your transactions — contracts, disclosures, inspection reports, and closing documents, all organized automatically.
We only access the folders we create. We can't see anything else in your Drive.
Google Drive connected
You'll be redirected to Google to approve access, then returned here.
Connect Your CRM
We'll sync your active transactions automatically so nothing falls through the cracks.
Found in Open to Close → Settings → Integrations → API Key.
Found in Follow Up Boss → Admin → API.
No API key needed right now.
Your coordinator will reach out to get kvCORE connected. You can continue setup and we'll handle the rest.
Your coordinator will set up the connection with you on a short call.
Almost done
Choose which automated notifications you'd like to receive. You can change these anytime.
Saving your preferences…
You're all set
Your transaction coordinator will be in touch shortly. If you have any questions in the meantime, just reply to the welcome email.
All your transaction documents are organized in your Google Drive — you can access them directly at any time, independent of this system.