Preparation is Key
We encourage lenders to have all their processes and tools in place prior to activating Connect. In fact, it’s highly recommended for lenders to dial in on these processes early on to prevent losing valuable time later juggling current clients and following up with prospective clients. Why not make it easier by automating some of these tasks? These processes should help you stay organized and ultimately keep your pipeline fuller with more clients.
Set up your CRM
Contact relationship managers (CRMs) can help you to follow-up and create automated processes to stay in touch with your prospects, even long-term. When your system is prepared with automated emails, texting solutions and other resources, you’ll be better equipped to follow up with your prospects from the start. Need to learn more about what to automate? Check out this article for additional tips.
Be mobile-ready 
Before you start receiving text notifications, we recommend double-checking your profile contact details for discrepancies and adjusting the settings on your phone to make it easier to follow-up in a speedy way. Here are some additional tips to make text claims easier:
- Save the phone number, “29987,” as a contact in your phone and name it something recognizable, such as “Potential Buyer” or “Zillow Contact” and assign a special ringtone alert for this contact. You will be able to more easily prioritize which text message alerts to address.
- Send “start” to 29987. Sending this will prompt Zillow’s messaging system to send you an automated response back, making sure you’re able to receive short-code messages. If you have troubles or don’t receive the message, contact your wireless provider for technical assistance.
Need additional help? Reach out to your Business Consultant or you can also contact mortgagesupport@zillowgroup.com.
