DISCLAIMER: The Buyer Presentation Report is currently in BETA. Please submit any feedback using this link.
The Presentation works best on Google Chrome. To use the Presentation, you must have a live Branded Site. To see a help video, click this link.
In addition, please note that the Squarespace user interface undergoes regular updates, and as a result, the appearance of any video or article may differ slightly from the actual user interface. However, the provided instructions will still be applicable and relevant to your Squarespace/Branded Site experience.
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How do I log in?
To begin, access the Buyer Presentation Report by adding /buyer-presentation to your Branded Site URL. (Example: https://www.yourdomain.com/buyer-presentation.)
Login using your STARS credentials. If you do not know your password, please use the "reset" button. If you do not have a STARS login, email support@ylopo.com.
After logging in, follow the instructions here to create a Presentation: https://ylopo.zendesk.com/hc/en-us/articles/27666246407963-Buyer-Presentation-Report-User-Guide.
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How do I create a Presentation?
NOTE: The tool works best on a desktop using Google Chrome; it is ok to use other browsers, but it is not expressly formatted for other browser types. In addition, some Chrome extensions, "Grammarly" for example, can impact the tool and should be disabled.
Here is a step by step user guide for creating a report: https://ylopo.zendesk.com/hc/en-us/articles/27666246407963-Buyer-Presentation-Report-User-Guide.
Here is a video showing a Presentation creation in full: https://www.loom.com/share/79dffed8f8e846b2a0aa3ed1e77f377b?sid=dfdb62b4-6ab4-40fd-b78d-37b9e5e86fef.
Should you need additional support, visit our Support Center page here: https://www.yloposupportcenter.com/buyer-presentation.
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Are Presentations specific to each STARS login?
Yes, you can only view a Presentation that you generated using your own STARS account. You can view somebody else’s report when you have the direct link to it.
To create a Team Presentation for use by anyone under your organization, use the following instructions: https://www.loom.com/share/bcc8b97884c645f89f9a6547bd16fdb3?sid=5add5095-d8eb-46ca-b7e1-1abbf360e413
To use team templates, you must be an admin on the Squarespace site, AND logged in to that profile or else you will not see the “Share to Team” button.
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Is the tool available for Canadian clients?
Yes, it is. Provinces are available in the drop down menu. The Market Trends section is optional, not mandatory, and the map section will default to show active listings instead of sold listings.
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Where does the information on the Presentation come from?
The tool pulls info directly from your Branded Site. For example, your starting color palette is the same primary palette as your Ylopo branded site, unless you opt to change it.
Also, your logo that populates is pulling from the site. (NOTE: If you have a transparent logo with white text, you will need to use the color picker dropdown to choose a background color to make the logo visible.)
Your agent information is directly from your agent page, but can be edited in the presentation.
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How many Presentations can I make? Should I delete old Presentations?
There is no limit to the number of Presentations you can create. There is no need to delete old Presentations unless you'd like to, but keep in mind if you delete a Presentation, any links you may have sent out prior will no longer be active.
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Why aren't active listings showing after I enter a city/state in the Target Area?
The city, state input must to be spelled correctly, check your spelling to ensure it's correct. The Presentation is NOT case sensitive. Listings will only pull if there is at least one active listing in your chosen area. It will not pull neighborhoods, subdivisions, etc.
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Why can I not find my reviews to import?
The Google reviews importer will default to your full name. If your Google Business Page does not contain your full name, change the search parameters to your GBP name instead.
To use the Zillow reviews importer, search using your Zillow ID, which may or may not be your full name.
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Why do only 5 Google reviews/10 Zillow reviews populate in the reviews importer?
We use the testimonial importer tool for each respective company, so we are only allowed to "pull in" 5 from Google and 10 from Zillow.
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How long can a review be?
The target size for a review is 260 characters. If a review is longer than 260 characters, then the "Shorten with AI" button and the red box is shown around the review. Or, you can remove parts of the review manually if you'd prefer.
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How can I edit portions of the Presentation?
Anything inside a green perforated box can be edited! To make changes, click inside the box, and begin to edit text.
To change images, click the image upload icon in the top corner of applicable image sections. You can then choose your image to upload. All images can be further edited using the dropdown sliders.
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How are the Market Trends determined?
We aggregate third-party data for the Market Trends section, just as we do on your Branded Site. On the Presentation itself, the initial prompt is for a city, state combination. Should you like to get more granular and add a zip code, that can be done on the tool itself, using the pencil icon in the top left corner of the Market Trends section.
NOTE: Market Trends are DYNAMIC on the live URL, but are STATIC on a printed Presentation. On a printed version, the QR code can be used to pull up real time Market Trends.
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Can I show sold listings rather than active listings (or vice versa) on my map?
The map section will default to sold listings first; if sold is not available or not allowed, the map will use active listings.
You can toggle between “Active Listings” or “Sold Listings” for an area, OR choose to import your own listings using the tabs at the top of the map section.
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How do I import sold addresses to the map section?
First, click the "Import Sold Addresses" button. Add a list of addresses to import using the following format, using no abbreviation for street, avenue, place, etc. or commas:
- 8227 Barkwood Drive Norfolk VA 23518
- 810 E Ocean View Avenue 307 Norfolk VA 23503
- 721 Dunn Place Norfolk VA 23504
- 234 Twilley Street Norfolk VA 23503
NOTE: Any addresses that are imported will OVERRIDE the existing sold data, imported addresses will not be ADDED to existing sold addresses.
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How do I add new pages? Can I re-order my pages? Can I change the color palette?
To further customize your pages, choose the "Add / Remove / Reorder Pages" button at the top of the Presentation to open the editor.
From this interface, pages can be rearranged, removed, or added. To add a page, choose which template you'd like to add from the drop down box in the right corner, then click the green "Add Page" button.
The overall color palette of your Presentation can be changed as well, using the color block in the right corner.
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How can I add custom pages to my Presentation? Can I import customized pages myself?
Any of the individual sections/pages of the Presentation can be added in to the existing pages, using the "Add / Remove / Reorder Pages" button at the top of the page. (NOTE: If you have changes that have not been saved, the "Save" button will be showing at the top of the page. You must click "Save" before the "Add / Remove / Reorder Pages" button will appear.)
In addition, there is a "Custom Image Page" in the dropdown. This page can be used to upload a 8.5 x 11 image, specifically an existing PDF. The page is not intended to be edited afterwards, so all content will need to be included in the PDF when uploading.
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How do I send the Presentation out? Where is the link?
Share your Presentation using the share icon at the top right corner. The direct link is there as well.
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Why are photos cut off/misaligned when I try to print my Presentation?
While all printers differ, make sure the "background graphics" box is CHECKED when your print preview screen pops up. This will ensure you're seeing background images correctly.
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How do I convert my Presentation into a PDF?
To convert to a PDF, use the following instructions:
- Click on Print
- The Destination dropdown must equal "Save as PDF"
- Under Options, "Background graphics" must be checked
- Click Save
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