Navigating the Zillow Premier Agent App and Your Leads

The Zillow Premier Agent app features a suite of tools designed to help you see and easily navigate your pipeline of leads.

Navigating the Zillow Premier Agent app

The Zillow Premier Agent app puts the power of managing your business at your fingertips. Here’s an overview of its navigation: 

• • Inbox: See all your new leads, connections and messages at a glance, and respond quickly via text message, email or phone call. 
  • Contacts: Gain insight into your leads, or sort your contacts by important categories such as their time frame to move and My Agent status. 
  • Insights (beta): Get a real-time feed of data-driven insights about your most active clients. 
  • Tasks: Create alerts and reminders to stay on top of your to-do list.
  • More menu: Tap to access a range of resources, including:
    • • Your profile: Add recent sales to your public profile or request reviews while you’re on the go.
      • Settings: Manage your notifications and more.
      • Performance reports: Access a trove of info, including your Customer Experience Report, which gives you sincere feedback from your Zillow Premier Agent connections. 
      • Zillow Premier Agent Newsfeed: Stay up to date on the newest app features, pro tips and more.

Navigating on desktop is similar to the mobile app, with a few key differences:

• Advertising: Manage your Zillow Premier Agent advertising exclusively on desktop.
• Listings: View and edit your listings that are posted on Zillow and Trulia. (This functionality can be found under the Settings menu on the app.)
• Profile and Settings: Edit your profile and manage your account settings using the dropdown menu at the upper right.

Incoming leads in your inbox

Your inbox is accessible from the main navigation on desktop and the mobile app. It’s your smart communication hub for staying a step ahead anywhere your business takes you.

Here’s what you need to know about your inbox to get started:

• Every direct contact, connection and nurture lead from Zillow Premier Agent gets delivered to your inbox. These are marked with a small double arrow pointing to how you got the lead or your optimal next steps.
• Messages from any of your contacts also get delivered to your inbox. 
• You can search your inbox and filter your leads. Search by name or keyword, or filter your leads by type, My Agent relationship status and more.
• Inbox entries are in chronological order. The most recent leads and messages are at the top of the list.
• Every thread from a contact gets its own entry. When a contact reaches out by both email and text, for example, you will see two separate entries.

Every time you get a new lead from Zillow Premier Agent, you get more than just their contact information. You also get key details about their home search.

To see all the info gathered about your lead on the Zillow Premier Agent app, start by opening the lead from your inbox. You will land on the lead message panel, where you’ll see any messages from the lead, details on how they reached out and follow-up recommendations.

You can tap across the icons in the top row to access: 

• The property details panel: This is marked by a house icon when your lead is inquiring about a specific property. In addition to property photos, a map and pricing info, you’ll find a direct link to connect with the listing agent.
• Your lead’s contact details: Here you’ll find readiness information provided by the lead, such as their pre-approval status and their time frame to move. When we deliver a new lead, we automatically set their status in the lifecycle of your relationship to New.

The inbox on desktop presents the same information in a three-panel view. From left to right, you can see:

• New leads and summaries of your recent messages
• Your lead’s message and any property information
• Your lead’s contact details

If you oversee a team of agents, Zillow Premier Agent also offers powerful tools to help you get the right lead to the right agent. You can set up detailed rules for routing leads to your team members by type, price and location. With a few taps, you can even put team members on pause while they’re on vacation or unable to accept new leads. Learn more about lead routing for teams

Getting notified about incoming leads

You can set the Zillow Premier Agent app to notify you anytime you receive a new lead, helping you to respond quickly and intelligently. Notifications are available in three channels, and they can be customized to suit your preferences. 

• Email notifications: Anytime you receive a new lead, we send an email to the address associated with your agent profile.
• Text alerts: When you enable text alerts to your mobile number, we will send you text notifications about incoming leads during a schedule that you choose.
• Push notifications: With the mobile app, you can get instant push notifications directly on your mobile device’s home screen. They’re designed to help you make a great impression before, during and after receiving a connection from Zillow.

To enable and customize push notifications, access your mobile device’s native settings. This short video shows you how.

To set up text and email alerts using the mobile app:

1. Open the More menu from the main navigation at the bottom of the screen.
2. Access the app’s Settings from the wheel in the upper right corner.
3. Tap on Other Notifications.
4. Push Edit next to either Text Alerts or Email Notifications.

To set up text and email alerts on desktop:

1. Open your Settings from the dropdown menu in the upper right corner.
2. Click Notifications under the Inbox heading at left.
3. Push Edit next to either Text Alerts or Email Notifications.