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.

Which CRM do you use?

Open to Close API Key

Found in Open to Close → Settings → Integrations → API Key.

Follow Up Boss 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.

CRM Name

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.

Milestone reminders

Closing, inspection, and contingency deadline alerts at 7, 3, 1, and 0 days out.

Document follow-ups

Daily reminders when documents are still outstanding on an active transaction.

Weekly digest

A Monday morning summary of all your active transactions.

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.