Zillow Premier Agent partners who have an active two-way integration with Zillow can now enable the Zillow Premier Agent embedded app.
This embedded app grants partner agents direct access to key features like their Buyer Activity Dashboard and tour appointments from Zillow-sourced connections (non-Zillow sourced lead information is not able to be shared). These features were previously exclusive to the Premier Agent app but are now available within Follow Up Boss. This seamless integration saves you time and boosts productivity by centralizing essential information where you already manage your client interactions.
What are the benefits of using the Zillow Premier Agent embedded app?
Zillow Premier Agent embedded app brings data about your Zillow-sourced leads such as some Zillow’s client insight tools and Touring data:
- Buyer Activity Insights and Homes to Recommend
- Access to the Buyer Activity Dashboard
- Seller Home details and Comparable homes
- Tour appointments and Touring Agreement (where available)
This empowers Zillow Premier Agents to continue working from Follow Up Boss, where you already manage all your clients.
Setup
Here is how to activate the Zillow Premier Agent embedded app:
- Make sure you have enabled your two-way integration between Zillow and Follow Up Boss.
- You should see the Zillow Premier Agent embedded app on the right hand of any Zillow-sourced connection, or you can enable it from this page.
- Once the app has been enabled, inform your team members to “Connect” the app from their Follow Up Boss account.
Getting Started
Once the Follow Up Boss account owner enables the Premier Agent embedded app, all agents on the team will be prompted to connect their Premier Agent account by clicking on “Connect to Zillow” and entering their Zillow sign in credentials.
After connecting to Zillow, you and your team will have access to your client insight tools such as Buyer and Seller insights, access to the Buyer Activity Dashboard, Touring Agreements, and Touring Appointments directly from Follow Up Boss for your Zillow-sourced leads. The app has 5 tabs:
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Buyer - Activity: provides a quick overview of the main buyer insights for all clients you have a My Agent relationship with. You can view details such as their last site activity, contact tags, location, and browsing insights. You can also access the Buyer Activity Dashboard by clicking on “View activity on Zillow”.
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Buyer - Recommended: shows properties that align with your buyer's search criteria. Easily recommend these properties by copying the URL and sending it directly to your clients.
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Buyer - Tours: Send touring agreements and view appointments with each client.
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Seller - Home Details*: includes detailed information on the home, the estimated market value, seller’s timeline to sell, and more.
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Seller - Comparable Homes*: similar homes that we evaluated to calculate the estimated market value and presented to the seller when they were exploring their options.
*Seller insights are available for Zillow Premier Agent partners receiving seller connections
FAQs
Does this work for my leads that aren't sourced from Zillow?
It does not. Zillow can only share information about leads that are sourced by Zillow.
Who has access to the Premier Agent embedded app?
All Zillow Premier Agent partners who use Follow Up Boss and have a two-way integration enabled have access to the Premier Agent embedded app.
Are activity insights available in FUB if there isn't a confirmed My Agent relationship?
Activity insights are only visible if the My Agent relationship is active.
Why am I getting an error message?
The Premier Agent embedded app shows Buyer Activity Dashboard insights, which can only be displayed for your My Agent connections. Agents who don’t have any My Agent connections will not see the insights until they have a My Agent relationship with at least one client.
Does this provide Zillow access to my non-Zillow sourced leads?
The embedded app doesn't provide Zillow access to your non-Zillow sourced leads.
Where can I learn more about Zillow’s Client Insight Tools?
You can learn all about it here, and Zillow Premier Agent partners can also learn more through the Zillow Academy courses.
How do I enable two-way integration?
You can learn all about it here, and Zillow Premier Agent partners can also learn more through this Zillow Academy course.