Stars Best Practices 

Scroll down to learn best practices using Stars

CRM Best Practices

Stars links:

Create a filter where the “Ylopo stars link is empty” and “email is good” to view leads who are eligible to be imported into Stars

Mass Lead Import:

Complete a mass lead import to import leads without Stars links/Stars Profiles

  • Complete this form to complete a mass lead import for buyers

  • Complete this form to complete import sellers

Auto-importing:

If CRM + Ylopo integration allows, auto-Import all non-Ylopo Lead sources into Stars so leads are automatically added to Stars for AI texting, remarketing, property searches, etc.

  • Please complete this form to have your non-Ylopo lead sources auto-imported into Stars

  • Reach out to your Client Success Manager or support@ylopo.com if you need help completing the form

Stars Best Practices

Listing Alerts

Edit Listing Alerts: Go to their Stars profile to adjust property search criteria for their listing alert, if given

  • Leave the listing alert dynamic unless specified by the person

Listing alert Link: Send listing alert link via a text after speaking with the lead

  • “Here is a link to your custom home search on my home search portal <insert listing alert link>. Please let me know if you need me to adjust any criteria or have any questions on the properties you receive.”

Push Listings: Use the push listing tool to hand choose a few relevant properties a lead would be interested in based on their previous property views.

  • Example text or email to lead: Greetings %contact_first_name%, I hope you are having a fantastic day! Found these homes that we thought you or someone you know may be interested in <insert push listing link>. On a scale of 1-5, 5 being the best how would you rate these?

Seller Alert/Seller Report:

Create a seller alert for clients/leads with addresses

  • Once the seller alert/report is created, follow up with its recipient to ask ask if they received, what they thought about the value, if they had any questions on the report, etc. Find scripts here.

  • If you do not have a full address you can use the zipcode only. The seller report will not be included in the seller alert email, but will still send them valuable marketing information based on their zipcode.

Scripts Best Practices

  1. Call the lead but do not overload them with information or expect them to need your help right away

  2. Thank them for registering on your home search portal

  3. Ask what brought them to your site; are they looking for something specific or are they just window shopping?

  4. Here are some scripting videos and scripting guides if you don’t know how to start or continue the conversation

Training & Coaching

A great course for new agents or users needing a Stars refresher and for clients who want to learn how to utilize Ylopo Stars.

Join us on Coaches Office Hours to learn more and ask questions about working the leads in your database.