Zillow Home Loans & Follow Up Boss Integration

📖 8 min read

SG's training on ZHL eligibility + how Zillow Preferred connections arrive in Follow Up Boss. All key slides from the source decks are embedded inline. Full decks available for download.

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Connections in FUB Deck

Full Zillow walkthrough — agent + buyer experiences, FAQ.

Download PDF

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Zillow Preferred Team Lead Deck

Full Zillow Preferred + ZHL + FUB integration overview.

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Zillow Home Loans — the partnership

ZHL strategic lending partnership
Source: Zillow Preferred Team Lead Deck — competitive rates, soft-pull pre-approval, 99% close on time, buyer savings

Eligibility — UPDATED for our market

ZHL loan eligibility chart
Source: Zillow Preferred Team Lead Deck (Zillow's default eligibility chart)

⚠️ Local SG updates that override the slide

  • Credit score: 580+ in our market (Zillow deck still says 620+ / 580 FHA)
  • Manufactured homes: ZHL now lends on them (Zillow deck still lists ineligible)
  • Everything else on the chart matches our market — confirm with your ZHL loan officer for the absolute latest

📱 How Contact Agent & Standard Tour arrive

Contact Agent and Standard Tour flow in FUB
Source: Connections in FUB Deck — push + SMS, 2 minutes to open, 5 minutes to claim, communicate in Zillow Messages

📞 How to take a Scheduled Call (NEW)

When a buyer schedules a specific time for a call:

  1. FUB push + SMS hit as soon as the buyer schedules.
  2. The appointment automatically lands on your FUB calendar.
  3. Claim within 5 minutes + send a confirmation message (script below).
  4. Before the call: pull the listing, check comps, review the buyer profile, load A.L.M.
  5. Take from a quiet location with FUB open. Goal: secure the in-person showing.
  6. Within 5 minutes of hanging up: update lead stage + add notes.
Standard Tour first-message scripts
Source: Connections in FUB Deck — message-first + scheduled-call openers for Standard Tour
Contact Agent first-message scripts
Source: Connections in FUB Deck — message-first + scheduled-call openers for Contact Agent

⚡ Real-Time Touring

Real-Time Touring flow
Source: Connections in FUB Deck — push + SMS, 2 minutes to open, 5 minutes to select time and confirm

Heads-up: Message-first and scheduled-call options do NOT apply to Real-Time Touring connections.

Technical Requirements

Connections in FUB technical requirements
Source: Connections in FUB Deck — FUB mobile v6.05.0400+, two-way integration, linked accounts, push notifications, iOS 15+ / Android 13+

If you don't meet these requirements, you won't receive connections in FUB — you'll keep getting them as live calls in the Premier Agent app.

Operating Hours & Pickup Rate

  • Operating hours: 8 AM–9 PM local time. Outside-hours connections arrive the next morning.
  • Pickup rate: FUB-delivered connections do NOT count toward your pickup rate — only live connections do. That means each live call counts more.

5 Daily Actions in FUB

Daily actions in Follow Up Boss
Source: Zillow Preferred Team Lead Deck — Smart Lists, lead stages, communications, exclusive insights, ZHL collaboration

🎯 Goal

Phone configured correctly, FUB on auto-update, Zillow account linked, push alerts on with sound — so you respond in under 5 minutes every time. Run every claim through A.L.M. and update lead stage within 5 minutes of every interaction.

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