You can assign your Zillow connections directly to a Zillow Home Loans (ZHL) loan officer right from FUB. Both you and the ZHL loan officer share real-time notes and status updates, so everyone’s always on the same page. No more phone tag or miscommunication. Plus, you get better visibility into your client’s financing progress, making it easier to guide them through the home-buying journey.
⚠️ Important: This feature requires the Zillow 2 Way Sync Integration.
Why this helps
- No more app switching – Seamlessly connect your client to a Zillow loan officer without leaving Follow Up Boss. You stay focused, and your client gets the support they need—fast.
- Better collaboration, better visibility – You and your loan officer work off shared notes and updates in real time. This helps keep everyone aligned and ready to act at a moment’s notice. You’ll also have instant access to important details like pre-approval letters and loan status, all within Follow Up Boss.
How it works
Step by step instructions
1. Confirm that your account has the Zillow 2 Way Sync Integration enabled.
Tip: If you see Zillow Stages in FUB, it is enabled!
2. Go to the client's profile in FUB
When viewing a Zillow connection in FUB, you’ll find the Lender field in the client's “Details” section.
3. Select the lender field and choose your loan officer
A pop-up menu lets you choose a loan officer:
- Select your preferred loan officer
- Or, choose “No loan officer preference” to send your client to the next available ZHL loan officer.
- If you work with non-Zillow loan officers, they can be added to your account as team members and will show up in this list too.
4. Add notes
Before confirming, add notes about your client—this gives the loan officer important context, like what type of home the client is looking for or their budget range.
5. Make the introduction
Finally, send an email or group text introducing your client to the loan officer.
Tip: Create email and text templates to save you time!