​

Quick Start Guide

This guide walks you through everything you need to do to get Voru set up for your team. Follow these steps in order and you will be fully operational by the end.

​

Step 1 — Create Your Account

If you have not already, sign up for Voru at app.voru.io. After signing up, you will be taken through the onboarding wizard automatically.

​

Step 2 — Complete the Onboarding Wizard

The onboarding wizard has 4 steps:

​

Step 1: Name Your Team

Enter your team name. This appears across the platform and in reports.

​

Step 2: Set Up Your Business Plan

Enter your annual production goals, average sale prices, commission rates, and conversion rate assumptions. This powers your monthly projections and pace calculations throughout the year. You can update these any time in the Business Plan page.

​

Step 3: Connect Integrations

Optionally connect any tools in your existing tech stack. You can skip this and return to it later from Settings.

​

Step 4: Invite Your Team

Invite agents by email. They will receive a link to join your team and set up their own accounts. You can also skip this step and invite agents later from Settings. If you need to stop mid-onboarding, click Finish Later and your progress is saved.

​

Step 3 — Set Annual Goals for Each Agent

Once your agents have joined, set annual goals for each one:

1. Go to Goals in the sidebar
2. Select each agent and enter their targets for GCI, units, contacts, appointments, and other metrics
3. Save the goals

Goals drive the scorecard color coding, pace indicators, and progress charts throughout the year.

​

Step 4 — Add Your Pipeline

If you have existing transactions in progress, add them now:

1. Go to Pipeline in the sidebar
2. Click Add Transaction for each deal, or use Import to bulk upload from a CSV
3. Make sure each transaction has the correct status, close date, GCI, and lead source

​

Step 5 — Log Your First Lead Gen Entry

Building the daily logging habit starts on day one:

1. Click Log Lead Gen on the Dashboard, or go to Daily Lead Gen in the sidebar
2. Enter today’s prospecting activity
3. Save

That is it. From this point forward, Voru tracks your team’s performance automatically as agents log activity and transactions are updated.

​

What to Do Each Day

• Agents log their daily lead gen activity
• Update transaction statuses as deals progress
• Check the Dashboard for upcoming closings and KPI snapshots

​

What to Do Each Week

• Review Scorecards with each agent in one-on-ones
• Check the Leaderboard for team standings
• Review the Nurture CRM for overdue contacts

​

What to Do Each Month

• Add any new expenses to Financials
• Review the Trends page for patterns
• Run a Report for leadership or broker review