If you’re an agent using Ylopo for marketing, you can upgrade to a smarter, more intuitive system without losing a single lead. This guide walks you through keeping your database safe while introducing Fello’s predictive seller intelligence, data enrichment, and automated engagement tools. By organizing your data and scoring your leads, you can build a stronger pipeline that drives faster follow-ups and more listings.
Switching marketing or CRM platforms can feel like swapping engines mid-flight—it’s tricky but doable with the right plan. For teams running Ylopo campaigns, the main challenge is protecting years of valuable lead data while keeping automations alive and those hot seller prospects engaged during the handoff.
That’s where Fello steps in. Fello’s tech supercharges your Ylopo database with AI-driven contact enrichment and predictive engagement tools. Translation: every lead stays visible, clean, and ready for action.
Here’s what this guide covers:
These steps are inspired by insights from JLL’s global survey on real estate technology fragmentation (source) and Realtor.com’s marketing resources, which highlight how AI and CRM integrations help brokerages grow more smoothly.
Before you hit “export,” pause and clean things up. Disorganized data is the number-one growth blocker according to JLL’s CRE tech survey. If your data’s messy, Fello’s AI can’t accurately track engagement or predict seller interest.
Once your records look good, Fello’s Data Enrichment tool can auto-fill gaps like missing addresses, property details, ownership history, and equity data. The result? A sharper, more valuable database when you plug into the new system.
Mapping is where a lot of Transitions succeed—or crash. Make sure your Ylopo fields (names, emails, phone numbers, tags, and notes) line up with their new home in Fello. Doing this early helps your automations run the moment you go live.
The Lead Score metric, explained in Fello’s Introduction to Lead Score, becomes useful right away. It ranks leads based on real-time engagement and selling signals, pointing you toward folks ready to move. That way, your team can stop guessing which leads matter most.
With your data set up, Fello’s predictive engine gets to work. It studies contact activity and property data—things like local market trends, online interactions, and home equity—to predict how close a homeowner might be to listing.
That aligns with Realtor.com’s take on smarter workflows (source). AI tools not only make follow-ups smoother, they help teams focus on the right people at the right moment. Crucial when your tech stack’s in flux.
Predictive seller intelligence helps agents:
When you pair that with your Ylopo campaigns, you’ll find leads that traditional targeting tends to overlook.
The Transition doesn’t end once your data’s imported—it’s where smarter engagement begins. Fello’s automation keeps conversations alive across channels, even while you adjust your setup.
Try this approach:
Agents relying solely on Ylopo’s ad flow can still keep their campaigns intact, but now with deeper behavioral analytics to steer engagement.
For more on expanding seller leads after Transition, check out Fello’s 5-Step Seller Leads Guide. It’s a solid companion piece to this process.
Once the system’s live, don’t just set it and forget it. AI learns fast, but it still depends on your feedback. Tracking results early helps you squeeze every ounce of value from the switch.
The teams that consistently review their performance often end up not just protecting leads but uncovering new revenue sitting right in their old lists.
The top reason leads get lost mid-Transition? Cracked integrations. Realtor.com’s article on key tech stack features calls integrations the backbone of modern lead management (source).
Fello plays that role seamlessly. When new Ylopo contacts come in, they’re instantly enriched, scored, and synced to your CRM—keeping your team’s view accurate and updated.
That constant sync means your campaigns stay active, data stays clean, and your predictive model keeps learning instead of starting from scratch.
Outcome: After shifting to Fello’s predictive workflows, the Reynolds EmpowerHome Team saw serious traction. Within four months, they closed 21 families and had seven more under contract. It’s proof that predictive AI not only preserves your leads but can reignite old ones gathering dust.
"Fello is an avenue for all of you to have more of an impact. We've already closed 21 families and we have 7 under contract in four months." — Sarah Reynolds, Reynolds EmpowerHome Team (Keller Williams)
Industry Citations:
Q1: Why clean the database before migrating from Ylopo? Messy data creates duplicates, bad entries, and unreliable lead scoring. Cleaning it ensures Fello’s predictive engine reads your contacts correctly.
Q2: How does Fello’s Lead Score help during Transition? It flags high-intent contacts immediately so you can work those opportunities first while the rest of your system catches up.
Q3: What happens to my existing Ylopo automations? They can stay active. Fello’s workflows complement them, keeping your marketing and engagement in sync.
Q4: Can predictive seller intelligence actually create more listings? Yes. Teams using predictive insights consistently uncover homeowners preparing to sell, expanding their listings beyond inbound Ylopo leads.
When you move Ylopo data into Fello, start with the Data Enrichment tool. It fills in key details like addresses, ownership info, and equity status, prepping your leads for Lead Score ranking through Fello’s uncover database opportunities solution. These two tools work together to protect leads and quietly identify your next listings.
Before exporting, schedule a quick Transition check-in with your CRM admin. Lining up fields now avoids headaches later and ensures Fello’s predictive engine runs smoothly right from day one.
Switching from Ylopo to a setup powered by Fello’s predictive seller intelligence isn’t just a change—it’s an upgrade. You’re not only keeping your data intact, but you’re also enriching it and learning which leads will likely convert next.
In today’s tight market, agents who really understand their database will keep winning listings and closing faster. With Fello guiding your Transition, no lead gets left behind. Instead, your pipeline becomes smarter, cleaner, and a whole lot more powerful.