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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: ZHL & Follow Up Boss

4. Phase 1 — System Setup
Zillow Home Loans & Follow Up Boss Integration
Quiz: ZHL & Follow Up Boss

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Question 1 of 10

1. Question

What does ZHL stand for?

Zillow Home Loans
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Zero Home Lending
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Zillow High-value Leads
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Zone Home List
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Question 2 of 10

2. Question

What is the primary benefit of introducing a buyer to ZHL early in the process?

Zillow pays the agent a referral bonus
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Pre-approval speed and lead priority within the Zillow ecosystem
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It's a required step before showing property
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It eliminates the need for a buyer's agency agreement
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Question 3 of 10

3. Question

How are ZHL touchpoints tracked for Preferred agents?

Manually in a spreadsheet
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Through Follow Up Boss stages and tags tied to the Zillow integration
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On paper at the office
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ZHL tracks internally — agents don't track it
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Question 4 of 10

4. Question

When should you introduce a buyer to a ZHL loan officer?

Only after they've made an offer
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At first contact, as part of qualification and lead nurture
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Never — that's the buyer's responsibility
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Only if the buyer is already pre-approved elsewhere
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Question 5 of 10

5. Question

Is a Preferred buyer required to use ZHL for financing?

Yes — it's mandatory
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No — the buyer can choose any lender, but introducing ZHL is expected
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Only if the property is under $500k
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Only on new construction
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Question 6 of 10

6. Question

What FUB stage should be updated after a successful ZHL hand-off?

Closed Lost
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The appropriate "Nurture" or "Lender Intro Sent" stage per the team's stage map
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No update needed
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Past Client
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Question 7 of 10

7. Question

What happens if you fail to document ZHL touchpoints in FUB?

Nothing — it's optional
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Lead priority and Preferred performance metrics can suffer, which affects future lead flow
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Only Kirby sees it
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Zillow removes the agent immediately
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Question 8 of 10

8. Question

Who should be CC’d on communications tied to a ZHL-involved transaction, and when?

No one
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[email protected] — prior to an offer being sent to client, and during escrow if issues arise
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Only the buyer's agent
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Only Zillow
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Question 9 of 10

9. Question

If a client objects to ZHL and wants to use their own lender, what is the correct response?

Refuse to work with the client
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Respect the client's choice, log the reason in FUB, and continue representation professionally
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Escalate to Zillow
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Drop the lead
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Question 10 of 10

10. Question

Why is documenting every ZHL step in FUB important?

It satisfies brokerage compliance and protects Preferred lead flow
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Zillow pays per log entry
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It's required by the MLS
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Only for tax purposes
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