Agents can customize* and download their clients’ Zillow Home Loan pre-approval letters directly within Follow Up Boss. This streamlines the offer submission process by providing agents with fast, self-serve access to pre-approval letters, eliminating the need to contact a loan officer for retrieval. By accessing and downloading your clients’ pre-approval letters directly in Follow Up Boss, you can:
- Submit offers on your schedule - Customize* the purchase price and download your client’s pre-approval letter at a moment’s notice, so you can submit offers at the right time to win more deals.
- Know your buyer’s pre-approved status as soon as possible - never miss one of the most critical moments in your client’s home buying: their pre-approval. You’ll receive automatic notifications with an easy way to take the next steps to make strong offers.
Note: *Customization is only available on desktop.
How it Works
Note: ZHL pre-approval letters are only available for Zillow connected leads.
1. Confirm that your account has the Zillow 2 Way Integration enabled
2. Link your Zillow Profile to FUB
3. Assign a Zillow Home Loans loan officer to the lead
The Zillow Home Loans loan officer will connect with the lead, and after the lead's finances are evaluated, the loan officer will initiate the pre-approval process.
4. Pre-approval notification
Agents will receive email, text, in-app desktop, and mobile push notifications (based on their notification settings) from FUB when a lead is pre-approved. Clicking on the notification will direct you to the lead profile with the downloadable link.
Email Notification
Text Notification
Desktop Push Notification
Mobile Push Notification
5. Download the Verified Pre-Approval Letter
Desktop
Customize the Verified Pre-approval letter on the desktop.
- Navigate to the Lead Profile
- On the lead timeline, click Download the Verified Pre-Approval letter
- Enter the Price to display on letter. The new purchase price must be between $150,000 and the current purchase price.
- Select Download Letter
- You will then see a loading notification at the top of the screen.
- The letter has now been downloaded to your desktop. The file name will be “LastName_VerifiedPreApproval_MonDD”.
- Open the pre-approval letter
Mobile
Download the Verified Pre-approval letter from the FUB mobile app.
- Navigate to the Lead Profile
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Select Notes > Download letter
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Select the Download icon in the upper right-hand corner
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Click Save to Files
- Open the letter in the folder chosen within Files (default is the downloads folder)