Client Onboarding

Get up to speed on Radar AI.

This page gives you everything you need to understand the product, know how your leads work, and show up ready to have real conversations with real homeowners. Read through once, then jump into the Mastermind.

Step 1 — Ylopo

AI identifies & texts high-propensity sellers

Step 2 — Ylopo

Engaged leads are delivered to your CRM

Step 3 — You

Call tagged leads and start a conversation

Step 4 — You

Build the relationship. Book the appointment.

01 — Product Fundamentals

What is Radar AI?

Radar AI is Ylopo's AI-powered prospecting engine that does what used to require hundreds of cold calls per week — automatically. It finds homeowners in your market who are statistically most likely to sell, reaches out to them on your behalf, and surfaces the ones who engage directly into your CRM.

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What it replaces

Circle prospecting on Mojo Dialer. Hours of cold calls to strangers who don't know you. Radar does the outbound volume so you can focus on the quality conversations that come back.

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How it reaches homeowners

Ylopo uses AI-driven text messaging and retargeted advertising to engage homeowners across multiple touchpoints — home value, market shifts, neighborhood activity — every 30–60 days until one resonates.

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Who it targets (right now)

Phase 1 is focused exclusively on seller leads — homeowners in your local market with a high propensity to sell, identified through proprietary data modeling. Buyer-side targeting is planned for Phase 2.

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What you're building

A growing pipeline of homeowners who are actively engaged and warming up. Most won't sell tomorrow — but they're in conversation, and that's how listings are won: relationship before transaction.

      The key mindset shift: These are not instant-close leads. Radar AI gives you a bank of people to have real conversations with. Some will be ready in 30 days, others in 18 months. Your job is to build the relationship and be the agent they call when the time is right.
    

02 — Data & Outreach

How your leads are generated

Understanding where these leads come from — and how the AI qualifies them — helps you know exactly what you're calling into and how to position yourself when you get them on the phone.

Where the data comes from

Ylopo sources homeowner data from third-party providers like ATTOM and HouseCanary. These are data companies that aggregate property ownership, transaction history, equity position, and demographic signals. Ylopo runs propensity-to-move modeling on top of this data to identify which homeowners in your market are most likely to transact soon.

Why some data is imperfect

You may occasionally see a lead where the homeowner no longer lives there or recently sold. This is a normal limitation of propensity modeling at scale — it's the same tradeoff that exists with any data-driven prospecting. The proportion of valid, engaged homeowners in the pilot has been meaningful. Treat data gaps as part of the game, not a product failure.

How outreach works: View Range

Ylopo texts homeowners under the name View Range — a real, licensed brokerage wholly owned by Ylopo LLC, currently operating only in Florida. This is intentional and important to understand.

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Why View Range, not your brand

Ylopo is texting thousands of homeowners on your behalf each month. By doing this under our own licensed brokerage, we absorb all TCPA compliance risk so it never touches your brand or license.

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How it's positioned in texts

Recent messaging identifies View Range as a "real estate partner network" — which lets you call and introduce yourself as the local partner agent who follows up. It's a clean and natural handoff.

If a homeowner mentions View Range on the phone

Don't lead with it and don't hide from it. Most people aren't focused on the brand name. If they bring it up, acknowledge it naturally: you're the local agent partner that the system connected them to. The conversation doesn't hinge on View Range — it hinges on your ability to build trust.

How the AI qualifies conversations

The AI sends different message types — home value, market shifts, agent comparison, equity — as different "bait" to find what resonates with each homeowner. When someone responds and the AI qualifies that response, the conversation and a lead record are delivered to your CRM. By the time you call, the homeowner has already engaged in some form.

      Look at the text conversation before you call. Whatever the homeowner responded to — home value, an offer inquiry, market shifts — is your opening angle. Reference it when you call: "I saw you were getting some information from my assistant via text and wanted to continue that conversation."
    

03 — Your CRM Setup

How leads flow into your CRM

When you get set up on Radar AI, your CRM will have a collection called a "pond" — a holding pool of Radar AI leads that agents on your team can access and call from. Here's how to read and prioritize that list.

The tags that matter — and what they mean

      The core rule: If it's tagged AI_NEEDS_FOLLOW_UP, AI_VOICE_NEEDS_FOLLOW_UP, or Y_AI_PRIORITY and you're not calling it — that's a behavior issue, not a lead quality issue.
    

On lead volume

You may feel like you're getting a lot of leads, and the total pond size can look overwhelming. That's intentional — Ylopo is sending high volume, and the tag system is designed to filter that down to a manageable, high-priority list for you each day. Don't get distracted by the full pond count. Narrow down to your tags. Keep calling the ones that haven't connected yet — consistency compounds.

04 — Your Role

What you're expected to do

Ylopo handles the data, the outreach, the compliance, and the AI qualification. Your job starts the moment a lead hits your CRM. Here's what the top performers in the beta are doing consistently.

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Call every AI_NEEDS_FOLLOW_UP

Daily. No exceptions. These are your highest-probability leads. If someone's viewed their seller report five times and you haven't called them, that's a missed listing.

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Send seller reports

Aim for at least 5 per week. Seller reports are a value-first touchpoint — they give homeowners something tangible and create a reason to follow up when they view it.

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Track report views

When a homeowner views their report — especially multiple times — that's a behavioral signal. Treat repeat views as warm intent and prioritize calling them.

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Upload calls to Maverick

Upload at least 2 calls per week for AI review and scoring. Maverick grades your calls on motivation, timeframe, and location discovery. Use it to self-diagnose your gaps.

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Stay consistent, even on "no" days

There are still dozens of unconnected leads who haven't answered yet. Keep calling. Consistency is what separates agents who get listings from those who don't.

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Show up to the Mastermind

Attend the weekly sessions. Share what's working. The group is the product — the real-time coaching and shared scripts accelerate everyone's results.

      From the beta data: One agent booked 2–3 listing appointments in her first week with 22 leads. The difference wasn't the leads — it was picking up the phone without overthinking it and following the script. Behavior matters more than motivation.
    

05 — The Right Approach

The mindset that converts

This is not a traditional sales call. You are not calling someone who asked to speak with an agent. You're calling a homeowner who responded to an AI text — which means they're curious, possibly guarded, and not yet fully committed to anything. The agents winning in this program are approaching every call as a consultant, not a closer.

Consulting over selling

Your energy on the call should read as: "I'm here to understand your situation and be a resource." The moment you slip into pitch mode, they disengage. You can't motivate someone unless you know what they're motivated by — and you can only find that out by asking and listening.

Curiosity is your superpower

Lead with genuine curiosity about their situation, their story, their timeline. Open-ended questions surface the real motivation. "How did you land on a year?" is more powerful than "Are you planning to sell?" When they talk, you're learning. When you talk, you're guessing.

Affirm, don't argue

When a homeowner objects, the instinct is to overcome it. Suppress that instinct. When you argue, they defend. When you affirm, you become the safest person in the conversation. "I'm so glad you're taking this seriously" or "That's completely fair" disarms resistance and keeps the conversation open.

Long-game thinking

A homeowner who says they're 18 months out is not a dead lead — they're a future listing. Your job is to insert yourself as a trusted resource now, so that when they're ready, they're already calling you. Confirm their timeline genuinely, offer value, and stay in touch. These relationships compound.

Dive in before you're ready

The best learning happens on the call. Some of the beta's earliest success stories came from agents who got on the phone before they had the script memorized. Don't let preparation become a reason to wait. The script is a guide, not something to memorize word for word — your authenticity matters more than perfect delivery.

06 — Starting the Conversation

Opening the call

The first 10 seconds determine whether you get a conversation or a hang-up. The opening that's working in the beta is calm, direct, and low-pressure. It anchors to the text conversation and removes any sense of a sales pitch right away.

Opening Script

"Hey [First Name], this is [Your Name]. I saw you were getting some information from my assistant via text and I just wanted to continue that conversation for a minute."

Then pause. Let them respond. Don't rush to fill the silence.

What this opening does

No apology. No permission-asking. It acknowledges the prior text conversation (which they remember), uses "my assistant" as a natural bridge to the AI, and the phrase "for a minute" removes pressure immediately. You're not there to sell — you're continuing a conversation.

Optional takeaway line

"I'm not assuming you're looking to make a move right now. I just want to understand what caught your attention."

Use this if you sense immediate resistance or guardedness in their initial response. It reframes the call as informational, not transactional.

Tone and pacing

Stay calm. Use short sentences. Pause after your opener and let them talk. If you're nervous, that energy transmits. The homeowner is already a little guarded — match their energy gently and bring the temperature down. Think: curious neighbor, not eager salesperson.

Radar AI Scriptbook

The full call guide with scripts, follow-up questions, and scenario-by-scenario language for every type of Radar AI conversation.

Open Scriptbook →

07 — Handling Resistance

Objection handling that works

Every objection is an opportunity — if you respond correctly. The framework the Mastermind coaches on has three steps: Affirm → Seek to Understand → Value-First Pivot. Stop trying to overcome objections. Start trying to understand them.

The Three-Step Framework

1. Affirm

Make them feel like their objection is the best news you've heard. Never argue. Affirm fast, then move on — don't linger on it.

2. Seek to Understand

Bring curiosity, not counterarguments. Ask what's behind the objection. Every "not yet" has a story — your job is to find it.

3. Value-First Pivot

Offer something of genuine value — a home value report, a walkthrough, market data — so you stay in their world even if they're not ready today.

"I'm not ready to sell yet." / "Maybe in a year or two."

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Affirm

"That's perfect — honestly, planning early is the smart move." or "I'm so glad you're thinking this through ahead of time."

Understand

"How did you land on a year?" or "What happens in a year that makes the timing feel right?" — This surfaces the real motivation behind the timeline.

Pivot

"I'd love to be a resource for you over the next year. One thing I do for folks thinking about selling is come by and walk through what could add value and what renovations buyers don't actually care about — so you're not wasting money. Would that be useful?"

"I'm not interested." / "This isn't a good time."

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Affirm

"I know I caught you at a bad time, totally understand." — Quick, calm. Don't over-explain it.

Understand

"Quick question before I let you go — is it that selling isn't on your radar at all, or just the timing doesn't feel right?" — This keeps the door open and gets you critical information.

Pivot

"Most people like knowing where their home value sits in the market. If I sent over a quick report, would that be worth having in your back pocket?"

"I already have an agent." / "I'm already working with someone."

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Affirm

"That's great — are you actively working together on something right now?" — Affirm it as a question that gets you more info.

Understand

If they say yes and seem committed, respect it and close gracefully. If they say "kind of" or "not really," that's your opening. "What does that relationship look like right now?"

Pivot

"I'm not looking to step on anyone's toes — I just want to make sure you have the best information available. I can send over our market data for your neighborhood, no strings attached, just so you have a second data point."

"How did you get my number?" / "Who is this exactly?"

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Affirm

"Totally fair question." Be transparent without being apologetic.

Understand

Be honest: "We work with a partner network that reaches out to homeowners in your area. You responded to a text about [home value/the market] and I'm the local agent that follows up to continue that conversation."

Pivot

"Now that you have me on the line — I'm happy to give you some real information about your neighborhood's market if you want it. What would be most useful for you?"

"I'd only sell if I got [specific price]." / Price anchor objection

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Affirm

"Totally understand — you want to make sure the numbers work. That's smart." — Don't challenge their number yet. That's a trap.

Understand

"If you did get that number — where would you go from there? What does that make possible for you?" — Dig into motivation. The price point is rarely the real reason.

Pivot

"I'd love to come by and take a look — sometimes we can identify things that could move the needle on value, and other times I can tell you what buyers in your price range are really looking for. Either way, you'd have a clearer picture. Would that be worth 20 minutes?"

08 — Staying in the Game

The value-first pivot

When someone isn't ready or doesn't engage with your open-ended questions, you need a way to stay relevant in their world without being pushy. The value pivot does this by offering something tangible so they have a reason to stay in touch.

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Seller / Home Value Report

Send them a seller report showing how their home is performing relative to the current market. This is your highest-converting value offer — homeowners love knowing what their home is worth. When they view it, follow up immediately.

"Most people enjoy seeing how their home value is performing. What's your best email?"

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Free walkthrough / home consultation

Offer to come by and give them a no-pressure assessment — what to fix before listing, what buyers don't care about, neighborhood comparables. Even a homeowner 2 years out will often say yes to a free expert walkthrough.

"Even if you're not ready for a year, I help people avoid wasting money on the wrong renovations. Would that be useful?"

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Market update / neighborhood intel

Share what's happening with home values in their specific area — active listings, recent sales, price trends. Position yourself as the neighborhood expert who keeps them informed over time.

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Soft check-in commitment

If nothing else lands, set a future touchpoint. "Let me reach out in [3 months / when the market shifts] so you have a fresh picture." Get a name, keep the door open, and put it in your CRM with a follow-up task.

      Track report opens. If a homeowner opens their seller report once — they're curious. If they open it 3–5 times — they're serious. When you see repeated views, call immediately. That's a warm lead telling you exactly what they want.
    

09 — Common Questions

Frequently asked questions

Things clients commonly ask about Radar AI — answered directly.

Where are these leads actually coming from? ▼

Ylopo sources homeowner data from ATTOM and HouseCanary — two major property data aggregators. They build homeowner profiles with propensity-to-move modeling to identify owners most likely to transact in your market. The leads are data-driven and are not generated through advertising under the View Range brand. No one asked to hear from you — but the AI identified them as a likely seller, and the text engagement confirmed there's interest worth exploring.

Do I own my lead data? Will it be shared with other clients? ▼

Yes — any lead data delivered to you and stored in your CRM exclusively belongs to you, governed by your Platform Services Agreement with Ylopo. Ylopo does not intend to operate Radar as a referral-based product, and we do not share your engaged lead data with other clients. The underlying data that powers the propensity modeling is separate from the leads delivered to you.

Why do some leads have missing email addresses? ▼

As Ylopo builds homeowner profiles, some data points — including email addresses — may be incomplete or less reliable from third-party sources. We're actively evaluating additional data providers to improve coverage, and the plan is to capture emails directly through the AI text engagement process in the next phase of testing. For now, focus on the phone call — that's your primary engagement channel anyway.

Some leads say they don't own a home anymore. What's going on? ▼

This is a normal limitation of propensity modeling at scale — data lags behind real-world changes in property ownership. It's the same tradeoff that exists with any data-driven prospecting approach. The pilot has shown a meaningful proportion of valid, engaged homeowners within the targeted audience. Treat data inaccuracies as expected background noise rather than a product issue.

Who is View Range and why are they texting my leads? ▼

View Range is a real, licensed brokerage wholly owned by Ylopo LLC (currently licensed only in Florida). Ylopo uses View Range as the outreach identity so that all TCPA compliance exposure sits with them — not with your brokerage or your license. View Range is positioned in texts as a "real estate partner network," which gives you a natural way to introduce yourself as the local partner agent following up. In the pilot phase, this setup protects you; in the future, Ylopo may transition to agent-branded outreach as their compliance story matures.

What is Maverick and how do I use it? ▼

Maverick is an AI call review and coaching platform integrated into the Radar AI program. You upload recordings of your calls (aim for 2 per week), and Maverick grades them on key dimensions: how well you uncovered the seller's motivation, how clearly you established a timeframe, and how you handled the location/relocation question. The program uses Maverick as a self-coaching tool — you grade your own calls before seeing the AI score, then the group reviews them together in the Mastermind. It's one of the most effective feedback loops in the program.

I have a lot of leads. How do I prioritize what to call? ▼

Filter your CRM pond by priority tags — in this order: (1) Y_AI_PRIORITY, (2) AI_NEEDS_FOLLOW_UP, (3) AI_VOICE_NEEDS_FOLLOW_UP. Call everything in those lists before touching the broader AI_ENGAGED pool. The total lead count in your pond may look overwhelming, but the prioritized list is manageable daily. Focus there, stay consistent, and expand to AI_ENGAGED when you have bandwidth or want more reps on the script.

10 — Live Training

Mastermind Sessions

The Mastermind is a live weekly session led by Barry Jenkins, Marissa Canario, Ryan Neter, and Matt Croteau — the product team and top coaches in the Radar AI program. Sessions are designed to be modular: you can join at any point and get value without needing to have been there from week one. That said, here's what's covered.

Jan 22

Program Kickoff & Product Introduction

Overview of Radar AI, how the AI identifies and texts sellers, the View Range setup, and what agents will be expected to do. Foundational context for everything else.

▶ Recording

Jan 29

First Calls & Early Wins

Live call reviews from the first week of beta agents making calls. Real examples of what happened, what worked, early listing appointments from the group.

▶ Recording

Feb 5

Scripts, CRM Setup & Lead Prioritization

Deep dive into the Affirm → Understand → Value Pivot framework. CRM pond configuration walkthrough. AI_NEEDS_FOLLOW_UP tag training. Early call reviews.

▶ Recording

Feb 12

Scripts & Objection Handling

Tactical training on real Radar AI prospect scenarios. Live Q&A on the hardest objections. Introduction of the Maverick role-play line for self-coaching.

▶ Recording

Feb 19

Maverick Call Review & Scorecard Lab

3–5 recorded Radar AI calls played for the group. Agents grade them before seeing Maverick's AI score. Group breakdown on what worked and what missed.

▶ Recording

Feb 26

Motivation & Consultative Mindset

The psychology behind the Radar AI conversation. Digging for real seller motivation, reading signals, inserting yourself into the homeowner's story.

Mar 5

Live Role Play with Maverick

Agents practice live using the Maverick role-play line. Tough scenarios, real objections, group feedback in real time. Expect to be uncomfortable — that's the point.

Mar 12

Accountability & Pipeline Review

Radar AI scoreboard across teams. Metrics. Hot seats. Dormant lead re-engagement strategies. Where are people in their pipelines?

Mar 19

Mastermind Roundtable

Agent-led session. Wins, scripts that are working, advanced topics, open floor. Collect feedback to shape the next 6 weeks of programming.

      Don't worry about joining mid-program. The sessions build on each other but are designed so that the fundamentals in this support center page — combined with any live session — will bring you fully up to speed. The group is a resource, not a requirement to catch up in order. Come as you are, share what you're experiencing, and learn from what everyone else is doing.
    

Recorded Sessions

All past sessions are recorded. If you missed the earlier ones and want to go deeper than this page, reach out to Ryan Neter for access to the recordings. The early sessions are particularly useful for hearing real-world examples from the first agents to go live on Radar AI.