Switching from Ylopo or Lofty without losing your leads
Thinking of leaving Ylopo, Lofty, or another lead-gen suite? Here's how to migrate your website, contacts, and follow-up to a platform you own — without dropping a single lead.
Why agents leave
The common thread isn't lead quality — it's cost and control. Premium suites get expensive fast once ad spend and setup are included, contracts lock you in, and your leads and content live inside a system you can't fully export. When results dip, you're paying more to stay than to go.
The migration, step by step
1) Export your contacts. Pull a CSV of your leads and their activity from your current CRM before you cancel anything. 2) Stand up the new site in parallel. Launch on a test domain so nothing goes dark. 3) Import your leads. Bring the CSV into the new CRM and rebuild your follow-up drips. 4) Point your domain. Switch DNS once the new site is verified — visitors never see downtime. 5) Cancel the old plan after your domain and leads are confirmed live.
Keep your follow-up running
The real risk in switching isn't the website — it's a gap in follow-up while warm leads wait. Import contacts and re-arm your automated drips before you flip the domain, so outreach never pauses. The Whole Agent supports CSV lead import and automated email drips specifically to make this handoff seamless.
Frequently asked questions
Will I lose my leads if I switch?
Not if you export first. Pull a CSV of your contacts from your current CRM, import it into The Whole Agent, rebuild your drips, then cancel the old plan.
Is there a contract?
The Whole Agent is month-to-month with a free trial — no long-term lock-in, so you can migrate on your own timeline.
Launch your own site this week
IDX website, SEO pages, home-valuation & CMA tools, and a CRM — in one platform, from $59/mo. 14-day free trial, no credit card.