LionDesk - CRM
Here you will go to manage your leads (buyers, sellers, your sphere)

Trello- Online Training

  • Here you will be directed to watch training videos, look at checklists/ documents to help get you started with being an agent

Uber Conference- Group Huddles

  • Here you will call into the conference line to be connected to the call that is hosted Monday, through, Thursday at 9 & 9:15am each week. Typically 15 minutes long.

Teamdash.info- Our Team’s Page

  • Buyer and seller transaction forms

  • Here is where our templates, documents, contact info, etc.

  • If you fill out a link on here, it will show completed as a “Jotform” in your email address

  • Reports

Brokermint- Document management

  • Here you will manage your documents for transactions that have been ratified. All of the documents need to be approved by Barry Sr (approved means when all parties have signed everywhere). Each transaction will have some different requirements, but the transaction manager will help.

  • Once approved- you will get your commission check

Docusign- Virtual Signature site

  • Here you will be sending and signing documents virtually

Greenhouse - BHG Office site

  • Here you will find a website for Better Homes and Gardens, you will see discounts, info, and much more

Ylopo website - https://www.seevirginiabeachvahomes.com/

  • Here is our company website where you can add leads, see listings

  • To login to the backend: https://stars.ylopo.com/auth

Conversion Monster

  • Inbound Call team based in Philadelphia, PA.. They will be reaching out to new leads for the first 10 days to try and make contact then 1 time a month after that.

Call Action

  • Call management system that routes calls between the agents and can outbound texts, voicemails, and video texts can be sent. There is a widget inside the lead detail screen inside of Follow up Boss.