Welcome to the Groves IQ Training Center
Master every part of your Groves IQ system with step-by-step guides and easy-to-follow tutorials. Select a topic below to learn more, or chat with us if you have other questions.
✅ Groves IQ Training Glossary & Overview
🧠 How Groves IQ Automation Works
This visual shows how your Groves IQ system turns manual updates into smart automation:
You start by creating or selecting a contact (borrower, realtor, escrow, etc.)
Then, you add a stage tag like “Offer Accepted” or “Clear to Close”
That tag automatically triggers a workflow
The workflow instantly sends pre-written emails or texts to the right people in the deal (borrower, realtor, processor, title, etc.)
This lets your entire transaction run on autopilot — no need to manually notify each party. Just tag and go! 💼⚡
🟢 Getting Started
What you’ll learn:
How to create a new contact (manually or by importing)
How to connect your email (Gmail or Outlook)
How to connect your calendar (to sync bookings and show availability)
How to set up your Social Planner to post across platforms
Why it matters: This sets the foundation for your entire Groves IQ system to function—contacts, messages, appointments, and automation.
🤖 Train Your AI Agent
What you’ll learn:
How to set up your chatbot and AI receptionist
How to feed it your FAQs or documents
How it can book appointments, collect info, and answer questions
Why it matters: This AI Agent replaces manual responses and ensures leads don’t fall through the cracks—your 24/7 assistant.
📧 Connect Email
What you’ll learn:
How to sync your email for campaigns and inbox communication
How to track emails in your CRM
What each email provider setting means
Why it matters: Connecting your email allows you to send automated emails, marketing campaigns, and manage replies in one place.
📅 Set Up Booking Calendar
What you’ll learn:
How to create your custom calendar for demos or client calls
How to connect to Zoom/Google Meet
How to automate confirmations, reminders, and reschedules
Why it matters: Helps clients self-book time with you, reducing back-and-forth and boosting conversion.
🌐 Launch Your Website
What you’ll learn:
How to edit your home page and navigation
How to update your site with your branding and sections
Where to publish it live (or link it to your domain)
Why it matters: A powerful homepage builds trust and connects all your tools, forms, and funnels in one spot.
🛠️ Create a Funnel
What you’ll learn:
What a funnel is: a step-by-step page flow that guides a user to a goal (booking, purchase, lead form)
How to create opt-in or booking funnels
How to add CTAs, forms, buttons, and tracking
Why it matters: Funnels are perfect for promotions, landing pages, or lead gen campaigns.
📲 Social Media Setup
What you’ll learn:
How to connect Facebook, Instagram, LinkedIn, Google My Business
How to auto-post, comment, and send DMs
How to automate replies using AI and tags
Why it matters: You can automate replies to comments or DMs and post across platforms with one click.
📥 Import Contacts
What you’ll learn:
How to upload spreadsheets (CSV files)
How to tag and organize your leads
How to assign them to automations or groups
Why it matters: Brings your existing leads into the system so you can start nurturing right away.
🧾 Create a Form
What you’ll learn:
What a form is: a custom input tool for collecting data (name, email, lead interest, etc.)
How to create it and embed the form link on your site or funnel
Where to see all submissions under “Forms > Submissions”
Why it matters: Forms help you gather lead info and can trigger workflows when submitted.
⚙️ Workflows & Automations
What you’ll learn:
What workflows are: automated action chains triggered by events (like a tag being added)
What triggers and tags mean (e.g. "Tag = Offer Accepted" triggers a status email)
How to automate reminders, updates, email/text responses
Why it matters: This is where the magic happens—set it once and let your AI system follow up, remind, and close for you.
👁🗨 Visual Reference: (Add the flowchart image showing:
Contact ➝ Add Tag ➝ Workflow Triggered ➝ Emails Sent Automatically)
👥 Create & Organize Contacts
What you’ll learn:
How to create contacts for borrowers, realtors, and partners
How to store them in one Master Contact Record using custom fields
How to group and tag contacts for later workflow automation
Why it matters: This lets you send the right updates to the right parties at every transaction stage (borrower, co-borrower, realtor, processor, title).
