HOMEBOT SETUP FORM


Before you proceed, please read these important reminders below.

  • IF SELLER SUITE 2.0 IS ACTIVE FOR YOUR ACCOUNT, PLEASE USE THIS FORM INSTEAD - https://rb.gy/vfe233.
  • All leads must be uploaded to your CRM.
  • All leads must be ASSIGNED to the proper agent.
  • Only import seller leads that are either past clients or generated seller leads.  We will not be accepting imports of any circle prospecting data (will generate a lot of spam notifications and get your domain blocked).
  • The first 999 leads are free to import, beyond that there is $25 charge per month for each additional 500 leads you import.
  • Leads you import need to follow the EXCEL or CSV format above. Download Excel Template for Importing Homebot Leads: https://bit.ly/ylopohomebot
  • If you have Automated Texting, leads you import may be texted by Ylopo if they engage with the digest or trigger other priority notifications.
Name of the account holder of this account*
If you have multiple licenses with Ylopo, please fill out a new form for each license.

Please agree to the following:

You have permission to email every lead you import (there are no circle prospect data like Remine or Cole)*
If you import more than 999 leads, you will be charged $25 per additional 500 leads you import.*

Before uploading your Excel/CSV file, make sure to download the Excel Template for Importing Homebot Leads: https://bit.ly/ylopohomebot and add only the necessary information stated in the template.

Required Fields:

  • First Name
  • Last Name
  • Email
  • Phone 
  • Address 1
  • Address 2
  • City
  • State
  • ZipCode
  • Lead_Source
Please attach your file (we can only import lead imports that use this format: https://bit.ly/ylopohomebot)*
No File Chosen
File uploads may not work on some mobile devices.
Frequency of the alerts*

(Optional) The contact information for Homebot will be the name of the Ylopo License Holder as well their phone number. If you would like to use a different name and contact information, please provide them below.

Here is an example of how the first and last name, company name, phone number and email show up on a Homebot Digest:


Name
Examples: if you want the leads opted out of texting, if your database export from Homebot contains loan info you'd like to carry over to your new account, etc.
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