Online Office: Equity Elevate
Equity Elevate is your all-in-one virtual office—built to help you stay organized, productive, and ahead of the curve. Manage transactions, track client activity, and access business tools and resources anytime, anywhere. Whether you're closing five deals a year or fifty, Elevate gives you the structure and insights to scale your success without slowing down.
Equity Elevate gives our agents 24/7 access to everything they need to run and grow their business:
Digital Document Management & Signatures
Store, manage, and sign documents securely from anywhere with Dotloop Premium—no printing, scanning, or delays.
Documents and Forms
- Approved National, State & Brokerage Forms
- E&O Insurance Documentation
- Brokerage Policies & Procedures
Screened Vendors
- Signs & Business Cards
- Transaction Coordinators
- Marketing & Advertising
- Gifting Solutions
- ...and more!
Marketing Center
- Editable, Professional Templates
- Flyers, Postcards, Brochures & More
- Instant Downloads or Direct Mail Options
Learning Center
- Self-Paced Online Courses
- Downloadable Training Guides
- Branch-Specific Resources
- Trackable Progress & Completion Certificates
Websites & Automation
- Automated Hotline & Text Lead Capture
- Client-Friendly Search Experience
- Real-Time Activity Dashboards
- Customizable Notifications
Lead Capture
Track every lead from texts, sign calls, and your website—all from your integrated kvCORE dashboard.
Profit Sharing Dashboard
See your Equity referrals, track payouts, and monitor your long-term residual income with full transparency.
Training & Event Calendar
- Live Webinars & Local Workshops
- Continuing Education Opportunities
Agent Directory
Refer deals with confidence—search by name, location, or brokerage to find fellow Equity agents nationwide.
Conference Room Booking
Need space for client meetings? Easily reserve Equity conference rooms in your area with a few clicks.