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4. Phase 1 — System Setup

Important Rules & Expectations

Quiz: Important Rules & Expectations

Email & Accounts Setup

Quiz: Email & Accounts Setup

Zillow Profile Setup & Preferred Agreement

Quiz: Zillow Profile Setup & Preferred

Zillow Home Loans & Follow Up Boss Integration

Quiz: ZHL & Follow Up Boss

Final Exam: Phase 1 — System Setup

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Quiz: Email & Accounts Setup

4. Phase 1 — System Setup
Email & Accounts Setup
Quiz: Email & Accounts Setup

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Question 1 of 10

1. Question

In Step 1, how many platforms must you log in and confirm access to?

5
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6
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8
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12
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Question 2 of 10

2. Question

How are platform invites delivered?

Text message (SMS)
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Email
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Slack
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In person only
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Question 3 of 10

3. Question

If you do not see a platform invite in your inbox, the first thing to check is:

Snail mail
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Your spam folder
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Your text messages
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The company website
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Question 4 of 10

4. Question

Which of the required platforms is your CRM?

Zoodealio
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Follow Up Boss (FUB)
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SISU
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Dotloop
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Question 5 of 10

5. Question

All transaction files, contracts, and e-signatures live in:

Gmail
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Zillow
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Dotloop
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Ylopo
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Question 6 of 10

6. Question

Which of the required platforms is the deal pipeline tool?

Ylopo
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Zoodealio
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SISU
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Zillow Showcase
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Question 7 of 10

7. Question

Which platform tracks your performance — dials, appointments, contracts, and closings?

Gmail
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Zoodealio
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SISU
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Dotloop
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Question 8 of 10

8. Question

Which platform is the premium listing presentation tool?

Ylopo
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Zillow Showcase
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SISU
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Dotloop
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Question 9 of 10

9. Question

Which platform powers client-facing property search and AI lead nurture?

Dotloop
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Ylopo
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SISU
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Gmail
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Question 10 of 10

10. Question

If you cannot get into one of the 8 platforms, you should:

Skip it and continue with training
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Flag it before moving past Step 1
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Use a personal account instead
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Wait a few weeks and try again
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