Email & Accounts Setup
📖 1 min read
Step 1 of Phase 1. Before any other training, log in and confirm access to every platform you will use day to day.
Log in and confirm access to all 8 platforms
📧
Gmail
Your company email — the address every client communication and platform invite goes to.
🏠
Zillow
Professional Profile — your primary lead source.
💼
Follow Up Boss
Your CRM. Every lead and follow-up lives here.
⭐
Ylopo / Stars
Client-facing property search — we do not use MLS for searches.
📊
SISU
Tracks your dials, appointments, contracts, closings.
🔁
Zoodealio
Deal pipeline management.
🏆
Zillow Showcase
Premium listing presentation tool.
📄
Dotloop
Every contract, addendum, and e-signature lives here.
⚠️ Heads up
All invites are sent via email — check your spam folder if you do not see them. If a platform invite is missing or you cannot get in, flag it before moving on. Do not proceed past this step without access to all 8 platforms.