Maintaining an organized and efficient management system for your deals helps track progress and maximize productivity. This guide outlines the process of syncing deals from FUB to Zillow. It is essential to first create your deal in FUB, followed by syncing it to Zillow. This will create a transaction in your Zillow Premier Agent account. Once created, complete the transaction in your Zillow Premier Agent account.
⚠️ Warning: Do not delete deals in FUB unless they have been canceled. Archive the deal for all other use cases. When a deal is deleted in FUB, the corresponding transaction will be canceled in Zillow.
⚙️ Coming Soon: Client Legal Name and Agent Representation fields are coming soon for Zillow synced deals!
Step 1: Integrate with Zillow
Team Lead: Complete the Zillow Two-Way Integration
Agents: Link your Zillow Agent Profile to FUB
⚠️ Important: The Team Lead MUST complete the Zillow Two-Way Integration before agents link their profile to FUB.
Step 2: Requirements
- The FUB Assigned Agent must have a Zillow Premier Agent account and be included in the deal.
- The Source of the contact must be Zillow or Zillow Flex.
Step 3: Create a Deal in FUB & Sync to Zillow
Team members who are non-admins will not be able to view deals unless they are added to the deal. This information may be edited at any time, so don't worry if the terms of your deal change!
Starting from the Lead Profile
1. Navigate to the Lead Profile
2. On the right-hand side, view Deals > click the blue + button
3. Add the Deal information in the pop-up window > Create Deal
⚠️ Important: The deal must have the following fields to sync to Zillow: Price, Closing Date, Commission, Assigned Agent, Property Address (street number, street name, city, state, zip code). To correctly format the address, use a comma to move the text down a line.
4. The deal will appear on the right-hand side in the Deals section
5. Click on the Deal to reopen and click Sync to Zillow
6. Once the deal has been sent to Zillow, there will be a Zillow icon next to the deal. The deal will also be listed under Transactions in the Zillow Premier Agent app.
Starting from the Deals Page
1. Go to Deals > the desired Pipeline
2. Click the blue + button in the desired Deal Stage
3. Add the Deal information in the pop-up window > Create Deal
⚠️ Important: The deal must have the following fields to sync to Zillow: Price, Closing Date, Commission, Assigned Agent, Property Address (street number, street name, city, state, zip code). To correctly format the address, use a comma to move the text down a line.
4. Click on the Deal to reopen and click Sync to Zillow
5. Once the deal has been sent to Zillow, there will be a Zillow icon next to the deal. The deal will also be listed under Transactions in the Zillow Premier Agent app.
Step 4: Finalize the Deal in Zillow Premier Agent
Once the deal has been created in FUB and synced to Zillow, you will need to finalize the deal in your Zillow Premier Agent account. In your Zillow Premier Agent account, the following transaction fee details will need to be added.
- Commission additions or deductions
- Closing documents
⚠️ Important: Finalize all transaction details before uploading the closing document. Once the closing document is uploaded, the transaction details in the Premier Agent App will lock for 24 hours.
To learn more about deals in FUB, check out the Deals Overview article.