Post “Go-Live” Checklists
We want you to be prepared and confident as you move forward so follow our checklists to be sure you’re setting yourself up for success with Ylopo!
Complete Ylopo Training
Complete Online Training: Our online course catalog covers all parts of the Ylopo platform, their features, benefits and recommended practices. Also included are supplementary courses on the integration between Ylopo and your CRM.
Attend Live Ylopo Training: Attend live webinars designed to empower you with the essential skills and knowledge for maximizing Ylopo.
Ylopo Admin users: Attend “Prepare to Launch with Ylopo” and “Ylopo New Client Boot Camp” to learn how Ylopo integrates with your CRM, creating a workflow in your CRM, and utilizing Stars tools to engage your database.
Ylopo Agent Users (non-admins): Attend the “New Ylopo Agent Training” learn “what is Ylopo, how it integrates with CRM, Stars tools to nurture leads, and more.”
Attend Ylopo Coaching: Learn how to maximize your ROI with your Ylopo tools and websites from our expert Ylopo Coaches and Realtor in Residence team. Register for Coaches Office Hours.:
Daily Coaches Office Hours Topics:
"Mastery Monday": Master your Smart Lists, Stages, Automations, Follow Up, and Scripting
"Tools Tuesday": Get plugged in and leverage Ylopo's powerful tools, such as Heat Map, DyVA, Listing Rockets and Listing Presentations
"Realtors-in-Residence Office Hours": Featuring Barry, Gabe and Livia, get the run down on the Ylopo system and tools!
“All About Imports Thursday” - Mass lead import and seller import
"FUB Friday": A deep dive on Follow Up Boss
Continued learning: As a Ylopo user, you have access to a variety of training resources to help you make the most of your Ylopo license. We offer live webinars and self-paced online courses, giving you the skills and knowledge needed to succeed with Ylopo.
Explore and register for training on our Ylopo Training page, where you can find topics that fit your Real Estate goals. Take each course at your own pace, mastering and implementing new tools one step at a time.
Recorded training and coaching: Can’t attend a session? Be sure to watch a replay by visiting our previously recorded training and coaching section on our Ylopo Support Center.
Understand Your Ylopo + CRM Integration
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Ylopo + CRM Resources coming soon!
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Ylopo + CRM Resources coming soon!
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Ylopo + CRM Resources coming soon!
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Ylopo + CRM Resources coming soon!
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Ylopo + CRM Resources coming soon!
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Ylopo + CRM Resources coming soon!
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Ylopo + CRM Resources coming soon!
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Ylopo + CRM Resources coming soon!
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Ylopo + CRM Resources coming soon!
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Ylopo + CRM Resources coming soon!
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Ylopo + CRM Resources coming soon!
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Ylopo + CRM Resources coming soon!
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Ylopo + CRM Resources coming soon!
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Ylopo + CRM Resources coming soon!
Import Your Leads into Stars
Mass Lead Imports
Mass Lead Imports allow you to import a large database of leads into Ylopo Stars and get them back to your website. During a mass import, we will import the leads into Ylopo Stars for remarketing with the option to set up daily listing alerts for each imported lead.
Seller Imports
A seller import allows you to retarget sellers by sending them an automated home evaluation report including detailed information about their current home and local market.
Auto-Importing
Auto-importing allows Ylopo to automatically create a Stars profile for your leads generated from other lead sources.
*This option is only available if using the following CRMs: Follow Up Boss, Liondesk, Lofty, Zoho, Sierra, Wise Agent, KW Command and Salesforce.
Strategize with Us!
Join Ylopo Coaches every weekday at 9 AM PST! Our live coaching calls are your go-to space for open Q&A, expert guidance, and hands-on training to help you maximize your ROI.
Get real-time answers, learn what’s working for other top agents, and walk away with practical strategies to grow your business with Ylopo.
Connect with a Ylopo Success Manager for personalized guidance, strategic insights, and proven best practices.
These sessions are designed to help you fine-tune your approach, maximize your results, and achieve your business goals with confidence.
Looking to take your business to the next level? Schedule time with a Ylopo Growth Advisor for a high-level strategy session focused on maximizing your results, identifying new opportunities, and making the most of your Ylopo investment.
These conversations are ideal for teams exploring what’s next and ready to scale smarter.