We are excited to welcome you to Brookstone Leads! This email outlines the onboarding process. If you have any questions or concerns throughout this process, please contact us directly or fill out a support request form.

Onboarding Steps

  1. Email (URGENT)

BEFORE GETTING STARTED, IF YOU DO NOT HAVE A DOMAIN EMAIL ADDRESS, PLEASE GO HERE FIRST BEFORE CONTINUING. A DOMAIN EMAIL ADDRESS IS ANYTHING OTHER THAN @GMAIL.COM @YAHOO.COM @AOL.COM - This is not a must, highly recommended due to email delivery.

Click here for instructions

2. Sign Up Form:

  •    Please complete the Support Request form by selecting Join Brookstone Leads, including a headshot of yourself, Bio of yourself & if you need Domain Email help select his option also.

  •   Please click this link (This link is different than the presentation link) (https://forms.gle/e4zQwEoQoSNapGgMA)

3. Zoodealio Setup & Training: (ZOODEALIO IS NOT YLOPO)

  •    You will receive emails from Zoodellio. Ensure you set these up with accurate information and signatures.

  • Training:

  • Login to Zoodealio, Select Training Tab, Select Onboarding Call

  • You only have to complete 1 course of Zoodealio Training - Onboarding, Of course if you would like to do more you can.

  • Note: Zoodealio & Ylopo are 2 Separate Items, Programs & Training

4. Ylopo Welcome Email:

   - You will receive a welcome email from Ylopo, including your login information, Password for Ylopo. This is what you will use to login to Stars inside Follow up Boss once granted access.

5. Ylopo& Follow up Boss Training Email:

You will receive an email from CO ASSEMBLE for training please look out for this email. You should also know your ylopo login and password at this point. You will need the certificate of completion from each module. There are a total of 7 modules to complete.

Login information:

https://ylopo.coassemble.com/

Username : (email address you supplied)

Password Ylopo*12

We have created a sample FUB & Email you can use to train with.

GMAIL ACCOUNT

Email: www.gmail.com

Username: training@brookstonerealty.net

Password: BLPLEADS123

FOLLOW UP BOSS ACCOUNT

www.followupboss.com

Username: training@brookstonerealty.net

Password: BLPLEADS123

6. Team Training & Calendar Invites

   - Accept calendar invites for potential upcoming training regarding systems and leads. Attendance is not mandatory, but we want you to have access when you have time.

Training Schedule:

Tuesday & Thursday 9am-9:30am - Link- meet.google.com/nfz-meyu-drn

Ai Coaching Call:

24/7 - Click To Call With Ai Coaching LINK

7. Join Facebook Success Communities:

   - Join the Ylopo Success Community and Follow Up Boss Success Community on Facebook using the links below:

     - [Ylopo Success Community](https://www.facebook.com/groups/949239218524885)

     - [Follow Up Boss Success Community](https://www.facebook.com/groups/336983699741698)

8. Getting On Waiting List Final/Activating Leads:

You Must have completed all the above steps listed above 100% Fully before taking this step.

  1. Schedule a quick meeting with the Training & Lead Manager to have leads activated.

  2. You must have completed all training with Follow Up Boss, Ylopo, and Zoodellio before this step.

  3. Please email your certificates of completion from all training modules to: Support@Brookstonerealty.net

  4. Schedule with interview with Deseree https://calendar.app.google/Mcc3wbA5vDbELZ577


ONCE ACCEPTED TO BLP PROGRAM


 

#1. Referral Agreement Contract:

   - After completing all the above and once a spot opens. You will recieve a text & email you you have been accepted to BLP. You will receive the referral agreement contract for your signature. You must sign this before proceeding. 100% for Sphere, 50% Done For You Listings, 35% Referral Company

#2. Follow Up Boss:

  •  You will receive a welcome email from Follow Up Boss, this email will have a link for you to login, set password and setup setting. It is important you:

  • Setup all the settings, including: Email signature, Profile Picture, Connect Email & Calendar

  • Download the Follow Up Boss App from app store on phone and sign in.

#3. Leads Activation:

    - Once all steps are completed, your leads will be activated.


Important Bookmarks for Your Review:

Brookstone Realty Tools (https://www.brookstonerealty.net/tools)

Important Phone Numbers to Store:

- Realtor.com: (248) 985-9143

- Incoming Lead Call: (248) 929-9966

- Michigan Pond Leads Search: (248) 653-1683

- Sign Calls: (855) 952-4200

- Divorce Real Estate: (248) 265-3390

- Raiya-Ylopo Call Center: (248) 985-8242

- Google LSA: (248) 629-2726

- Brookstone Lead Support: (248) 422-1375

Cheat Sheets

Below, are links to cheat sheets that will help you thru the training process and after as you build your business.

FUB + Ylopo + Deals Automations Cheat Sheet

https://drive.google.com/file/d/1D5y1cjcjOLyUzfwehmpG-Y2kMpyFJ1IC/view?usp=drive_link

FUB Lender Under Agent Cheat Sheet

https://drive.google.com/file/d/1raf9NSmS0Eee1NTrFrLQRyCvO2FimdzS/view?usp=sharing

PLEASE EMAIL SUPPORT@BROOKSTONEREALTY.NET WITH ALL QUESTIONS.