@ylopoimplementation_nikka
Welcome! Access certain forms & links below for an easy Ylopo setup.
Facebook
Facebook
Email
Email
#1. Meet Your Implementation Specialist
#1. Meet Your Implementation Specialist
#2. Contact Your Implementation Specialist
#2. Contact Your Implementation Specialist
#3. Single Agent Setup: Client Information Form
#3. Single Agent Setup: Client Information Form
#4. Team Setup: Client Information Form
#4. Team Setup: Client Information Form
#5. Provide Your Team Roster: Agents & Admins
#5. Provide Your Team Roster: Agents & Admins
#6. CRM and Domain Host Login Credentials
#6. CRM and Domain Host Login Credentials
Please use this form to provide the login credentials needed for the Ylopo integration securely to the Ylopo team. We will need credentials to the owner's CRM account so that Ylopo can integrate with your CRM. We will need the login credentials to the domain where your current website is hosted IF you will continue using that domain with Ylopo. If Ylopo is purchasing a new domain on your behalf, you may leave that portion blank. This form will be processed so that login credentials are securely stored. The form will be promptly deleted post-processing. DISCLAIMER: If you are using Chime, CINC, BoomTown, Sierra, or FirePoint, you will need to use a different domain name for your Ylopo site. We can purchase a new domain on your behalf and suggest domain names if needed!
#7. Setup RAIYA Preferences (Auto-ISA)
#7. Setup RAIYA Preferences (Auto-ISA)
IMPORTANT: If you are paying for Ylopo AI Text as part of your monthly fees, please complete this form to help complete the setup for your license. If you're not sure, please check your Purchase Order! To learn more about Ylopo AI Text, please click the link below: https://ylopo.zendesk.com/hc/en-us/articles/360029323832-Automated-ISA-RAIYA- Ylopo AI Text Setup Form Walkthrough Video: https://www.loom.com/share/dc876fc055ed47d7b706d0a5c4f36710
#8. Add Lender to Websites: Lender Partner Information Form
#8. Add Lender to Websites: Lender Partner Information Form
#9. Register for Onboarding Office Hours: Mid-Setup Checkpoint
#9. Register for Onboarding Office Hours: Mid-Setup Checkpoint
#10. Before Go Live: Register for 'What to Expect When You Go Live' Training
#10. Before Go Live: Register for 'What to Expect When You Go Live' Training
#11. After Go Live: Register for 'New Client Go Live' Training
#11. After Go Live: Register for 'New Client Go Live' Training
#12. Start Your Mass Lead Import: Remarket to Your Buyers Database
#12. Start Your Mass Lead Import: Remarket to Your Buyers Database
Ylopo's Complete Digital Marketing Solution generates and nurtures buyer and seller real estate leads using advanced AI tools, custom websites, and comprehensive CRM integration.
#13. Start Your Homebot Import: Remarket to Your Sellers Database
#13. Start Your Homebot Import: Remarket to Your Sellers Database
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