Zillow is delivering digital solutions to get more people home. Premier Agent App Contact Tags help you segment your leads by lead type and other data points related to each contact. This helps create more visibility into the types of connections you receive and enables you and your team to easily filter by lead type or data point to help you advance your customers to the next stage of their home-buying journey.
You can leverage Contact Tags to gain visibility and operate more efficiently, as you will be able to quickly filter connections and export these contacts to an Excel file by lead type, different programs, and key data points about your customers.
These Contact Tags will be displayed on the Contacts page on the PA app and also available in Follow Up Boss for agents with two-way integration enabled.
Static tags
Static Tags will be applied to a contact to provide agents with additional information about that connection. The same connection can have multiple tags that apply to them at any given time during their journey.
- Zillow Real Time Tour: Contacts who are Real-Time Touring connections.
- Zillow Showcase: Contacts originated from a listing leveraging Listing Showcase.
- Zillow Originated as seller: Contacts who are seller connections.
- Zillow Connected with Opendoor: Sellers who also connected with Opendoor (in select markets only).
- ZHL connection: pre-qualified: Contacts who got pre-qualified through Zillow Home Loans’ digital pre-qualification on their own before getting connected to a Premier Agent.
- ZHL connection: pre-approved: Contacts who got fully pre-approved with a Zillow Home Loans’ loan officer before getting connected to a Premier Agent.
Dynamic tags
Dynamic Tags will be applied to a contact at a given point in time if they meet certain criteria.
- Zillow High Intent Seller: Seller contacts who are high intent and most likely to transact in a 6-month period, as part of Zillow’s client insight tools - predictive signals.
- Zillow High Intent Buyer: Buyer contacts who are high intent and most likely to transact in a 6-month period, as part of Zillow’s client insight tools - predictive signals.
- ZHL Interested: Connections who indicated they are interested in learning more about Zillow Home Loans.
- Zillow Likely Mortgage Submitter: Contacts who have been flagged to have high propensity to initiate a mortgage inquiry with ZHL in the next 30 days, Zillow’s client insight tools - predictive signals.
- Zillow Likely Homeowner: Contacts who are likely to own a property, based on Zillow’s client insight tools - predictive signals.
- Zillow Likely Renter: Contacts who are likely to be considering renting, based on Zillow’s client insight tools - predictive signals.
- Zillow Reengaged Buyer: Contacts who viewed a Home Detail Page or saved a Home after being inactive for at least 14 days, as part of Zillow’s client insight tools.
- Zillow Specific Home Interest: Contacts who viewed a property’s details page on Zillow's site 10 or more times within a 7 day period, as part of Zillow’s client insight tools.
- Zillow Browsing New Area: Contacts who have viewed multiple properties in a new zip-code for the first time in the last 60 days.
Visit this page to learn more about Client Insight Tools.
Tags for new Flex leads
When a Flex lead comes in, it may be tagged with one or more of the following:
- Zillow Connected: Determined by the message "This was a direct call from a consumer."
- Zillow Property Tour: Contacts who are Zillow Tour connections.
- Zillow Real-Time Tour: Contacts who are Real-Time Touring connections.
- Zillow Not Ready: Determined by the message "Not ready to speak with/to an agent."
- Zillow Nurture
- Zillow Follow Up Now
- Zillow Direct Call: Determined by the message "This was a direct call from a consumer."
- Zillow No Response: When a lead hasn't responded after Zillow reaches out.
ZHL transfer & loan status
ZHL transfer & loan status will change as a contact moves through the different stages of their financing journey with Zillow Home Loans.
- ZHL pending transfer: ZHL interested contacts that haven’t yet been transferred to Zillow Home Loans.
- ZHL transferred: ZHL interested contacts that have already been transferred to Zillow Home Loans.
- Zillow ZHL Status: Contacting: Contacts who Zillow Home Loans is trying to get in contact with.
- Zillow ZHL Status: Contact Made: Contacts who Zillow Home Loans has made contact with.
- Zillow ZHL Status: Evaluating finances: Contacts who are having their finances evaluated by Zillow Home Loans.
- Zillow ZHL Status: Pre-approved: Contacts who have an active pre-approval from Zillow Home Loans.
- Zillow ZHL Status: Started application: Contacts who have started a loan application with Zillow Home Loans.
- Zillow ZHL Status: Sent disclosures: Contacts who have been sent Initial Disclosures from Zillow Home Loans.
- Zillow ZHL Status: Received intent: Contacts who have expressed Intent to Proceed with Zillow Home Loans.
- Zillow ZHL Status: Underwriting: Contacts who are currently having their Zillow Home Loans loan file reviewed by underwriters.
- Zillow ZHL Status: Closing: Contacts who are currently in the closing stage of their loan with Zillow Home Loans.
- Zillow ZHL Status: Funded: Contacts who have funded a loan with Zillow Home Loans.
- Zillow ZHL Status: No Longer Active: Contacts who are no longer working towards closing a loan with Zillow Home Loans.
