Direct Connect FAQ

Q: What are the tags?

A:

YLOPO_DIRECT_CONNECT_FB- this tag is applied to all Direct Connect leads generated on Facebook.

YLOPO_DIRECT_CONNECT_PPC- this tag is applied to all Direct Connect leads generated through Google PPC.

Wants preapproval call
call_for_preapproval="yes"

Preapproved but wants a second opinion on their rate
second_opinion_preapproval="yes"

Purchase timeline
timeline="within 90 days"
timeline="within 6 months"
timeline="over 6 months"

Wants a call about their home search
call_about_homes="yes"

Wants a call within the hour they were sent to your CRM
call_now="yes"

Q: What are the source and lead types for Direct Connect leads?

A: This depends on your configuration. You will see one of the two options below:

1.

Source = Ylopo

Lead Type = Buyer

Tags = YLOPO_DIRECT_CONNECT_PPC or YLOPO_DIRECT_CONNECT_FB

2.

Source = Direct Connect PPC (for Google leads) and Direct Connect FB (for Facebook leads)

Lead Type = Buyer

Tags = YLOPO_DIRECT_CONNECT_PPC or YLOPO_DIRECT_CONNECT_FB

Q: What questions are the leads answering?

A: Direct Connect leads will answer 20+ questions via dynamic registration regarding their home search. These questions often change as Ylopo finds better ways to structure them. Each question regarding home search and demographics is multiple choice. Below are some examples of questions that have been asked.

     1. If financing were not an issue, when would you ideally like to start finding your dream home?
     2. What financial issue is holding you back from getting pre-approved for a loan?
     3. Have you been pre-approved for a loan?
     4. What is your household income?

Q: How does the lead look in FUB/CRM?

A: The lead is pushed to your CRM as a new lead unless they already exist in your CRM. All leads will have the tags YLOPO_DIRECT_CONNECT_PPC (if generated from Google PPC) or YLOPO_DIRECT_CONNECT_FB (if generated from Facebook).

If the lead already exists in your CRM, the Direct Connect tags will not be applied, but you’ll receive a priority alert.

Q: How do we manage these leads?

A: Leads should be called within 5 minutes of receipt during business hours, so it’s recommended that you set up a smartlist to manage Direct Connect leads. You can also set up lead routing if Direct Connect leads should be assigned to specific agents or groups.

You can find instructions on how to set up your smartlist and lead routing for your CRM here: https://ylopo.zendesk.com/hc/en-us/sections/7989561416475-Direct-Connect

Q: How should we talk to these leads?

A: We recommend using the following script during your Direct Connect calls: https://ylopo.zendesk.com/hc/en-us/articles/8815616292379-Direct-Connect-Outbound-Script-Suggestions

Q: Where can we see our performance data? What’s my CPL? 

A: Currently, performance data can only be viewed by Ylopo employees. To request your performance data, please email us at [e-mail].

Q: What’s a good CPL?

A: The average CPL is currently $20-$30. Depending on your market and price point, a good CPL can be more or less than the average. If you are concerned about your CPL please email us at [e-mail].

Q: How am I charged?

A: For those that go live before the 20th of the month, you will be billed your full month’s Direct Connect budget. For those that go live on or after the 20th of the month, you will be billed a prorated amount. Any unspent budget at the end of the month will be applied as a credit on the following month’s invoice.

Q: Why do I see more leads in my performance report than in my CRM?

A: The number of leads you see in your performance report is the number of generated leads, which can slightly differ from the number of distributed leads (the leads you see in your CRM). This can be due to a few different reasons including bad contact information, and existing leads. For further explanation, please see this article, https://ylopo.zendesk.com/hc/en-us/articles/360051314331-Generated-Leads-Distributed-Leads-and-Your-Ylopo-Cauldron

If you are seeing a significant discrepancy (for example 10+ leads are not in your CRM) please reach out to us at [e-mail] to investigate.

Q: Do the leads expect a phone call? Do the leads say they want a phone call?

A: YES!!! When a Direct Connect lead is creating their home search profile, they confirm a prompt to schedule a consultation with an agent.

Q: How does the text and call verification work?

A: When a Direct Connect lead is creating their home search profile they are prompted to provide and verify their contact information for a consultation with an agent. The lead has the option to verify via text or via phone call. If the lead chooses to verify via text, Raiya will send out the verification after the home search profile is completed. If the lead chooses to verify by phone, your first phone call to the lead will serve as the verification.

All Direct Connect leads who complete the cell phone verification process will be immediately texted by Raiya asking them to confirm if they are the person we are texting and giving them an opportunity to opt out. So far based on the data, we've seen an over 50% response rate to our verification texts within the first week! Of those replies, only 11% respond with “no” or “not interested” language. This means the vast majority engage in a legitimate conversation with Raiya. Leads that don’t respond right away may respond to Raiya over the next few weeks (remember it takes 10+ touches for an average lead to respond) as well as to phone calls, so we send them to your CRM so you can follow your normal outreach procedures. By the time a consumer completes the registration, you have already paid for that traffic so we make sure all opportunities are sent to you so no leads slip through the cracks.

Q: How many leads can I expect to receive with my current budget?

A: Your estimated number of leads per month is dependent on the budget you set and your CPL. The average CPL is currently $20-30, but your CPL might be more or less than the average depending on your market and price point. Email [e-mail] if you'd like more information.

Q: How do I find Direct Connect leads in my CRM?

A: Direct Connect leads can be located by filtering your leads for the tags YLOPO_DIRECT_CONNECT_PPC and
YLOPO_DIRECT_CONNECT_FB.

Q: What percentage of Direct Connect leads are converting?

A: Ylopo defines a Direct Connect conversion as a lead that has confirmed their interest in making a real estate transaction, after completing their home search profile. Direct Connect leads are converting at around 20% which is significantly higher than traditional buyer leads.

Q: What is the minimum monthly budget for Direct Connect?

A: $1200

Q: What is the minimum license level for Direct Connect?

A: Level 1

Q: Can I reallocate my other marketing budget(s) to Direct Connect?

A: Yes, as long as your Direct Connect budget meets your license level requirements, you can reallocate other budget(s) to Direct Connect. To make these adjustments, please reach out to us.

You may also visit our Support Center page on Ylopo Direct Connect

Last Updated: 05/06/25 Rem M.