Marketing Automation

How to Take Advantage of Zillow’s Web Traffic

5 mins read
September 6, 2016
By
Total Expert

Zillow is among the biggest consumer portals in the business. More than half of home buyers and renters flock to the website when entering the market. That makes it one of the first points of contact for many.

That can be a great asset to agents and lenders.

We’re writing guides to the consumer portals to help you. In our last article, we talked about Zillow from a high level and shared stories about professionals who make the platform work for them.

Here, we’re talking about bringing in leads through Zillow.

How to Get Started On Zillow

In general, there are a few ways to bring in leads. Your reviews and referrals can do the legwork, or you can advertise. Or, do both.

Zillow’s advertising program turns real estate professionals into “Premier Agents.” This gives you a spot on property pages and search areas.

Lenders have specific platforms on Zillow too, giving them a place to show consumers mortgage rates. Zillow named the advertising programs for lenders Long Form and Custom Quotes.

Custom Quotes is for bigger lending companies.

“We regularly receive positive feedback about lead quality from our lenders who advertise on Long Form,” Zillow wrote on their website. “On average, our participating lenders report 5-10% conversion rates from contact to funded loan.”

Some advertising programs are set up on a variable cost-per-contact basis. Zillow takes loan prices and types into account when deciding the total cost. You also need to make an up-front deposit. But, that might be worth it.

These platforms give you the chance to target your preferred audience.

“We connect you with prospects so you can spend less time finding leads and more time connecting with them,” Zillow wrote.

Purchase leads are the most popular type coming through the network, but Zillow said there are a variety of shoppers.

What’s nice is that you’ll receive leads from both Zillow and Trulia. In a simple sense, that’s like doubling your efforts and it doesn’t cost more.

Some of the agents featured on the company’s website say they attribute half of their sales back to Zillow. Increasing sales and attracting clients are common themes in the Zillow testimonials.

But, looking away from spending thousands on advertising, you don’t have to drop a penny to advertise on Zillow.

Bringing in Leads, Meeting New Partners

Word-of-mouth recommendations can come through as an inexpensive and powerful advertising method. So can having a strong profile and staying active on the platform.

Zillow’s main case study showcases Premier Agent Chris Morrison. Morrison started using Zillow to boost client awareness by setting up a free profile.

He became active on the site, on the forums in particular. Morrison passed this strategy to his team. Not long after, they saw leads increase in a big way.

“So I taught my team to be active on Zillow and the leads started to flow in — in fact, we had 16 leads in a single day,” he said on Zillow’s website.

The company said Morrison updates his profile weekly. Clients come to him and his team because they found them through Zillow.

This story sounds just like the “Zillow Queens” story.

Like social media platforms, Zillow is a key player in the game.

Consumers want to see who’s in business and what’s for sale. Lenders go to Zillow to scout out who’s doing business well. The same goes for agents.

Here’s how to find that out.

From the home page, hover your mouse over “Mortgages.” Follow the drop down to the far right to the resources section. You’ll see a directory for lenders. You can also “Find an Agent.”

Arriving here, you get a search section to narrow your findings to a specific area. Depending on what’s important to you – most active, houses sold, etc. – you can search by those guidelines too. Once you hit search, a reel of professionals appears.

Click on the best first impression you found and read about the individual, or the whole team if you can.

Going into an agent’s or a lender’s profile, you get their background and basic information on them. You can also read reviews on them and more. Profiles can be extensive, and a great way to start the partnering process.

To get stacked at the top of the list, you need high ratings, positive consumer reviews, and a steady stream of business. This type of exposure can make a difference in your business like it has for Morrison. But, like building a following on social media or carving out your piece of the market, it’s going to take time. Remember that.

An easy way to get started is to ask current and past clients to summarize their experience on Zillow. The request could be in person, through email, or add it to your digital and print marketing material.

Not everybody takes the time to write a review. Although, the more people that do, the higher you rank, which creates something of a chain reaction:

The more reviews you get, the higher you rank; the higher you rank, the more potential of attracting business and partners.

It’s also a way to improve your business. You should read the reviews.

Try to see things from the consumer’s point of view. If the rating is at 100 percent, that’s fantastic. If it’s 99 percent, there is room for improvement.

Keep Your Zillow Profile Tip-Top

From this standpoint alone, you can see how much an individual uses the platform.

Keeping your profile fresh and up to date helps grow your network and your business. Here’s how to keep your profile tip-top:

The company offers users many resources, including websites with themes that are SEO optimized. There is also a resource library that’s stacked with content specific to different types of professionals.

Much of the focus is on homes when it comes to Zillow, but the company understands what some of the pain points are.

“Differentiating yourself is key to building your brand, establishing yourself as a local expert and influencing consumers to contact you over another agent,” Zillow wrote.

SHARP is Zillow’s motto for strong profiles. The acronym stands for sales, headshot, advertising markets, reviews, and your professional bio.

“Reviews have arguably the largest impact on your profile effectiveness,” Zillow wrote.

We agree. Word-of-mouth referrals make up the lion’s share of an agent’s or a lender’s business. Sometimes, it’s their lifeline.

In Short

Agents and lenders use Zillow to generate leads in two ways: referrals and advertising.

Advertising gives you great exposure, given that about 51 percent of home buyers and renters visit the website. But, if you’re active on Zillow, you don’t have to spend money to take advantage of that.

By setting up a free profile and encouraging your clients to post reviews, you can attract a lot of business. With that in mind, you might want to consider adding Zillow to your marketing strategy.

Follow our blog for more information on Zillow and other consumer portals.

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Reflections on Accelerate 2025: Aiming at a New Necessary

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What a week. I walked into this industry ten months ago with fresh eyes, full of respect for the impact this industry has on people’s lives. After spending time with our clients and partners at Accelerate—during sessions, hallway conversations, and yes, even at the parties—that respect has deepened. This isn’t just an industry. This is a community of passionate, talented people who don’t simply originate loans or manage portfolios, they create life-changing opportunities for millions. You care deeply about doing this work, and I’m grateful to be building alongside you.

But here’s the thing: we’re at a turning point. What got us here, the strategies that helped us retain and grow in the past, are no longer good enough. You might say it is necessary, but not sufficient, and the cost of waiting is higher than the cost of change. The forces reshaping our industry aren’t on the horizon; they’re sitting at the table. AI technologies, increasingly complex compliance, mergers and acquisitions, shifting consumer demands. It’s not a question of whether we’ll adapt, it’s whether we’re adapting fast enough.  

That’s why, at Accelerate, Joe and I introduced the concept of the “new necessary” as part of our Aim Higher conference theme. Staying relevant (and competitive) requires more than awareness, automation, or clever content. It requires deep, enterprise-ready context that powers systems of intelligence and action. Systems where originators and AI work together in sync—always on, highly consistent, endlessly scalable. Your feedback, and the results we’ve seen so far, tell me we’re on the right track. And. Have a lot to do!

Throughout the conference, I spoke about four pillars of focus: Strengthening the Foundation, Customer IQ, Lead Management, and AI. Here’s a quick tour.

Strengthening the Foundation

This year, we doubled down on the foundation of Total Expert: improving core capabilities, enhancing performance, expanding our ecosystem, evolving user experience. At Accelerate, we demonstrated real progress: faster email delivery, more tools to utilize SMS, automated marketing packages, Sales Manager Dashboards, and new integrations. That’s great progress. More is necessary. We are on it!    

Customer IQ

Agentic AI enables business value when it’s fueled by rich, accurate, and timely context.  The insights and enrichment from Customer Intelligence is necessary and drives great business outcomes. However, more is needed to take full advantage of what’s possible with AI Agents acting as high-performing members of your team rather than wasting time and money on bland generic agents operating with limited context.

That’s why we announced Customer IQ. We are deepening our commitment to dramatically increase context across four dimensions; enrichment and insights, consent, contact/customer information, and relationship history.  As an early example, in December we’ll be releasing new capabilities to enable the collection and aggregation of consent from multiple systems directly into Total Expert. That means our AI Sales Assistant can instantly understand consent and act on it- accurately and efficiently. More context expansions are already queued up for 2026.

Lead Management: Reimagined

We’re launching the first release of our revamped Lead Management in February. This isn’t just a tune-up; it’s a rebuild. From lead ingestion and routing policies to loan officer workflows, admin tools, journey orchestration, and analytics—this release sets the stage for what’s coming next. And it’s just the beginning. Stay tuned for more updates soon.

Agentic AI and AI Services

At Accelerate, we showcased real results from the AI Sales Assistant. Four use cases are live today, and we’re handling millions of calls each month. This volume has accelerated performance most importantly, customer results. With the right combination of context, industry expertise, and integrations into business processes, we’ve unlocked a recipe for success. We’re continuing to expand on this, with exciting new use cases on the horizon.

We also shared our vision on Agentic Management, or the “control tower,” and our early work on AI services like Natural Language Interfaces. These are key to driving more intelligence, more automation, and better user experiences across the platform. A good example of this is the demo of the natural-language data interface, which was a personal highlight for me as a preview of the seamless, intuitive future we’re working toward.

Why this Matters

Our mission is simple: help you retain and grow. How? By enabling you to execute the perfect customer journey, fueled by context, driven consistently by orchestrated journeys, executed by both humans and intelligent agents working in harmony, with a virtuous feedback loop. Always on and enterprise-grade.    

This is the new necessary.  

I’m incredibly fired up about our vision, our momentum, our roadmap, and the amazing work we get to do alongside our clients, partners, and teammates. At the end of the day, it’s not about the technology. It’s about the business value it enables. The customers who are leaning into what we’re building are becoming more competitive. Those that aren’t risk falling behind.

I hope that Accelerate, this post, and our community give you the inspiration and insights you need to chart your next steps toward the new necessary—the why, the how, and the when.  

Thank you, as always, for your feedback, your drive, and your partnership. Let’s keep moving toward the perfect customer journey!

Pete

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Smaller Lenders, Bigger Impact: Using Data to Deepen Personal Relationships

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Forming authentic relationships has always been the competitive edge for smaller lenders. And as the FinServ world has become more tech-driven and digital-first, credit unions and community banks have only leaned further into this powerful differentiator. But we’re seeing an interesting trend among some of the most successful small- to mid-market lenders: They’re recognizing that tech-enabled engagement is no longer mutually exclusive to genuine human connections. They’ve created powerful data-driven strategies that make it easier for them to build good, old-fashioned personal relationships.

These forward-thinking lenders are realizing that their smaller size is actually an advantage in implementing “big data” tools and strategies. We’re seeing credit unions and community banks deploy Total Expert Customer Intelligence in a matter of weeks and start realizing value in as little as 90 days, building a loyalty- and revenue-generating engine that fuels itself.

But how are they doing it in a financial landscape where consumers have more choices and competitors aren’t just in the building across the street?

Even close borrower relationships are growing more complex

Small- to mid-market lenders have been historically hesitant to embrace tech-powered, data-driven strategies because there was a concern that it would dehumanize their connections with borrowers. Which is understandable as community banks and credit unions have built their brands and their reputations on their ability to forge honest, transparent relationships—getting to know their customers and members in ways bigger lenders could only dream of.

But even those 1:1 borrower connections are now digital-first, multi-channel relationships. Those increasingly complex relationships involve exponentially more data, information, preferences, and intent signals. A common concern we hear among smaller lenders runs along the lines of, “We don’t have enough data for a ‘Big Data’ strategy.” But the truth is that even the smallest credit unions and community banks are swimming (and sometimes drowning) in a pool of tremendously valuable data.

Borrowers expect to feel “known” across every channel; they want the same feeling of 1:1 personalization at every touchpoint. And it’s becoming a genuine challenge for smaller lenders to juggle all the information and orchestrate these hyper-personalized omnichannel experiences.

Using Customer Intelligence + marketing automation to enhance personal borrower relationships

More and more credit unions and community banks are turning to data-driven, tech-enabled strategies to complement—not replace—their personal relationships with borrowers. We’ve seen smaller lenders have tremendous success with Customer Intelligence and our dynamic, automated Journeys because they:

  • Surface intent signals in real time: Customer Intelligence surfaces critical intent signals as they happen, giving LOs the superpower of knowing what borrowers and homeowners need when they need it.
  • Highlight life events as critical engagement opportunities: Customer Intelligence helps smaller lenders go beyond traditional intent signals, recognizing key life events or milestones (graduating, getting married, starting a family, changing careers, retiring, etc.) that signal shifting financial goals and new borrowing needs. This gives your LOs natural opportunities to reach out with helpful, personalized guidance.
  • Enable personalized outreach at scale and speed: Credit unions and community banks are using Total Expert Journeys and other automation capabilities to help their LOs stay on top of all of these valuable Customer Intelligence signals. Built-in triggers and automated Journeys enable LOs to magically engage at just the right time—across their full roster of customers and prospects.

Smaller lenders are leveraging Total Expert’s digital toolset to help them show up for borrowers when it matters most—across every and all channels—to give them the feeling they want most: a trusted financial advisor who understands their financial needs and goals, providing proactive support and guidance to help deliver the best possible outcome.

Measuring time-to-value in weeks, not years

Another major misconception among credit unions and community banks is that they don’t have the resources to manage this kind of automated, Customer Intelligence-powered strategy.  

It’s true that smaller lenders likely don’t have large internal teams of data analysts (if any). But Total Expert has led the charge in democratizing access to leading-edge data analytics tools and capabilities. We’ve designed Customer Intelligence and Journeys to be easy to deploy and quick and intuitive to set up.

The smaller size of most credit unions and community banks works to their advantage here. We consistently see these customers go live and start seeing measurable value with Customer Intelligence in as little as eight weeks because they’re able to implement, build, test, and launch faster than larger lenders that have more layers of reviews and approvals.

Smaller lenders driving big value: Customer Intelligence case studies

Dart Bank

  • Customer Intelligence in action: Dart Bank uses Customer Intelligence to surface life events and intent signals in real time, enabling LOs to engage members with proactive, personalized support across channels.
  • Driving measurable value: In just six months, Dart Bank drove an additional $48 million in funded loans—all by connecting with borrowers at the right moments of opportunity.

Tucson Federal Credit Union (TFCU)

  • Customer Intelligence in action: TFCU adopted Total Expert Journeys + Customer Intelligence to automate workflows, unify member data, and personalize communications; reducing manual work (e.g., uploading data daily) and streamlining email campaigns.
  • Driving measurable value: Open rates now exceed industry benchmarks (25–26%), and click‐through rates have improved. Campaign build times dropped from weeks to minutes.

Family Savings Credit Union

  • Customer Intelligence in action: Family Savings Credit Union moved from generic, outsourced marketing to using Total Expert Journeys, personalized messaging across channels, and better data visibility internally (bringing together core banking data, email, etc.), enabling them to send more strategic and relevant communications.
  • Driving measurable value: By acting on these insights, Family Savings Credit Union has increased retention and preserved the strong member relationships that fuel long-term success.

Horicon Bank

  • Customer Intelligence in action: Horicon created a Data Insights department, deployed Total Expert for centralized CRM/marketing automation, enabling more intentional targeting and personalized communications, letting staff have visibility into customer behavior across branches and channels.
  • Driving measurable value: The bank is now orchestrating timely, personalized borrower outreach at scale—transforming digital signals into relationship-building opportunities that strengthen loyalty.

Tech- and data-driven strategies have proven over and over that they have the ability to help deepen personal relationships for smaller credit unions and community banks. Our customers are proving that size doesn’t have to be a barrier. It can be an advantage that allows organizations to move quickly, leverage powerful tools like Customer Intelligence, and deliver authentic, personalized experiences at scale.

Learn more about Customer Intelligence and how it can drive consistent growth by enhancing your member and customer relationships.

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[Dark Matter] Unlocking the Mortgage Ecosystem

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Total Expert’s Director of Product Integrations and Innovation, Mike Russell, recently joined Dark Matter Technologies’ Product Evangelist, Craig Rebmann, for an episode of Spotlight Backstage. Their conversation went behind the scenes of the mortgage ecosystem to show how lenders can drive real results by connecting the right people, processes, and technology to create a network of partners and integrations that streamline operations and create better borrower experiences.

From insights on how lenders are optimizing the technology they already use and adopting best practices to finding new ways to improve efficiency without sacrificing service, the key theme was clear: success comes from building a connected ecosystem where your tools talk to each other and your teams have the right support. If you want to see what’s possible when technology and partnerships align, this is the perfect place to start.

Catch the full conversation on Dark Matter Technologies' website >

Unlocking the Mortgage Ecosystem

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