Marketing Automation

How to Take Advantage of Zillow’s Web Traffic

5 mins read
September 6, 2016

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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AI

AI Revolution: From “Discovering Fire” to Real Business Outcomes

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By: Joe Welu, Total Expert Founder & CEO

Best Practices for Executive Teams Deploying AI in Financial Services

The AI revolution feels like humanity just discovered fire—and everyone is racing to see what they can ignite.

That means a rush of AI pilots and proofs-of-concept across all industries, many of which launched without evaluating each use case against actual business value.

As I meet with CEOs and executive teams from leading mortgage lenders and financial institutions, the conversation has shifted from “What can AI do?” to “How do we deploy AI responsibly, at speed, and with measurable impact?”

The market leaders I work with are outpacing competitors by following a remarkably consistent playbook. They’re not just testing AI, they’re embedding it across their organizations with purpose, speed, and discipline.

Below, I’ve distilled the best practices I’ve observed from the institutions getting the most from AI today.

Anchor AI strategy to business outcomes

Tie every AI initiative to a clear business priority—whether it’s loan growth, customer retention, or operational efficiency.

Define KPIs, ROI targets, and adoption metrics before a project begins. No project should exist without a measurable path to value.

Start with high-impact, low-friction wins

Focus first on areas where a proof of concept or pilot is feasible within 30-60 days. Conversational and Voice AI solutions provide many options for pilot use cases. Other common use cases involve document classification, predictive churn modeling, or intelligent lead scoring. These early wins build momentum, prove ROI, and prepare teams for more complex deployments.

Invest in data quality and governance early

AI is only as good as the data feeding it.

Start by creating a single source of truth for customer and loan data. Then, anticipate obstacles to deploying AI with your data, such as consumer consent and preference management, and start addressing these things ASAP. Investing in tools like Customer Intelligence will help enrich your data and increase its value.  

Embed compliance and risk management from day one

Regulations such the Gramm-Leach-Bliley Act (GLBA), TCPA (Telephone Consumer Protection Act), and UDAP (Unfair, Deceptive, or Abusive Acts or Practices) will be a few key areas where regulators dig in and look for companies cutting corners.

Create a cross-functional AI task force

Bring together leaders from product, compliance, data science, operations, and customer experience. Avoid siloed pilots—alignment ensures every initiative supports the broader business strategy. Include change management expertise to drive adoption, not just deployment.

Prioritize customer experience and trust

Every organization has gaps in their customer journey and can benefit from leveraging AI to provide human-like touch points throughout the experience. Use AI to remove friction, improve transparency, and deliver personalization at scale. Keep humans informed about high-stakes decisions and be transparent with customers about how AI is used and how their data is protected.

Build for integration, not isolation

Select AI solutions that integrate seamlessly with your CRM, LOS, core banking systems, and data lakes. Use APIs and modular architectures to avoid “AI silos” that slow scale and ROI.

Focus on talent and change management

Embracing AI with a growth mindset should be table stakes. Incentivize adoption so teams see AI as an enabler—not a threat to their roles. Upskill executives and frontline teams in AI literacy. When needed, recruit or partner for deep ML and data science expertise.

Measure, monitor, and iterate

AI is not a one-and-done project—it’s a living product. Track performance, user adoption, and ROI continuously, and refine models quarterly to maintain accuracy and relevance.

Choose the right tech partners: favor vertical specialists

Partner with vendors who understand financial services—especially your unique customer journeys or workflows. Deep domain understanding on core systems, database schemas, compliance, and other nuances will be a key factor in the results you achieve.

Benefits of vertical-focused partners:

  • Deep understand of unique data sets and customer profiles
  • Faster implementation with industry-specific models
  • Built-in regulatory and risk controls
  • Product roadmaps aligned to lending and banking trends

Horizontal AI tools have their place, but without deep domain expertise, they often require heavy internal customization and a slower time to value.

The future is here

AI today is not the same as the project in 2018 that failed to deliver those operational efficiencies in the back office everyone was promised. Its potential to transform nearly every part of our businesses is becoming increasingly clear. Every day you delay, competitors are building up their capabilities and you will struggle to catch up. As one of my investors put it bluntly, “Every day you fail to execute a comprehensive AI strategy, the value of your business goes down.”  

To learn more about how Total Expert is working with our customers on high-impact AI initiatives, please reach out to our team.  

Lending

From Lone Wolves to a Unified Pack: Why Lenders Need a Shared Platform

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The mortgage industry has always prized the hustle. The most successful loan officers (LOs) are those with the motivation and self-direction to relentlessly chase leads, manage relationships, and close deals—and the ingenuity to develop their own best practices. Those qualities remain essential. But in today’s market, mortgage lenders can’t afford to treat their LOs as lone-wolf salespeople. That conventional model doesn’t just limit growth—it actively undermines it.

Fragmentation is a real problem for lenders, and the lone wolf model isn’t making it any easier. Individual excellence isn’t enough when data is disconnected, messaging is inconsistent, and decisions get made in silos. Meanwhile, LOs can (understandably) over-rotate toward short-term wins, while the bigger opportunities—building long-term relationships and sustainable growth—get lost in the noise.

What lenders need now is alignment, visibility, and unification. They need a way to turn one-time borrowers into lifelong customers. And that starts by getting everyone on the same page—and the same platform.

Why lone-wolf lending fails

When LOs are left to figure things out on their own, the result is predictable: they optimize for what they can control. They chase leads. They close loans. And they do it all with whatever tools and processes they’re most comfortable with.

This approach is serviceable for the individual LO. But when you scale that to dozens or hundreds of LOs—each working in isolation—issues quickly emerge:

  • No shared customer insight. Everyone’s working from their own spreadsheets, contact lists, or partial CRM views.
  • No coordinated engagement. Borrowers get wildly different experiences depending on which LO they’re working with.
  • No long-term strategy. Because LOs are buried in day-to-day deals, there’s no time—or incentive—to nurture relationships that might pay off months or years down the road.

The result? Short-term gains that cause long-term stagnation. Without a coordinated strategy, you end up with isolated efforts that fail to make a lasting impact. And the moment the market shifts, lenders are left scrambling. Those once-shiny wins quickly become embarrassing monuments to short-sighted tactics.

A seamless platform provides limitless visibility

So, what’s the answer? The most important change is giving your team a common foundation to work from—and that comes down to choosing the right technology. Centralizing customer data and engagement on a single platform can change how your business functions at all levels:

It unifies the customer experience. Everyone’s drawing from the same source of truth, so your borrowers get a consistent message and a more personal, relevant journey—no matter which LO they’re working with.

  • It gives LOs insight they can actually use. A centralized view reveals not just who’s ready to do business today, but who’s showing long-term intent signals—credit checks, property listings, life events—and who’s worth nurturing over time.
  • It boosts efficiency and productivity. Automating outreach, follow-up, and lead prioritization frees LOs to focus on what they do best: building trust, closing deals, and deepening relationships.
  • It creates a real growth engine. With shared data and a scalable engagement strategy, you can stop scrambling and start building a system that can grow predictably and sustainably, even when the market gets choppy.

LO adoption: where most tech implementations go wrong

Of course, tech on its own won’t fix anything. If LOs don’t use the platform, you’re back to square one.  

This is a big hurdle in the lending world, where there’s very real inertia to change. Most LOs aren’t eager to change what’s already working for them. If a new tool or platform just feels like it will add extra work, they’ll ignore it—leaving your new solution to collect dust and your investment or time and money largely wasted.

This is why solving the adoption problem needs to be part of your strategy from the start. And while it’s a serious issue, there are three key steps to mitigate it:

  1. Keep it simple. Give your LOs tools and dashboards that surface what matters most—who to call, when to follow up, what’s driving intent—without forcing them to dig or overwhelming them with features and functions they won’t ever use.
  1. Show, don’t tell. Help them connect the dots between using the platform and hitting their numbers. If it helps them close faster, follow up smarter, or get more repeat business, they’ll at least be willing to try. As the saying goes: “You can lead a horse to water…”
  1. Support them like it matters. Training should be hands-on and tailored, not a one-time webinar. This is just as much your vendor’s responsibility as it is yours. Make sure you vet any vendor’s ability to commit to successful implementation.

The extent to which you follow these three steps will go a long way in determining whether you see ROI on your tech investment.  

You can’t scale in infinite directions

Every lending organization has LOs who go above and beyond; LOs who lag behind, and LOs who simply meet expectations. And lone wolves permeate all three groups; following their own roadmap, chasing any opportunity they find, and hindering the organization’s larger growth strategy. That’s why organizations structured this way find it impossible to scale.  

Now, imagine if you could have tech that elevates every LO to the same high-performing level. By aligning your entire sales organization on a single platform that helps them work more efficiently, your good LOs will continue to produce, but now your struggling and middle-of-the-road LOs can level up—allowing leaders and platform administrators to spend less time reigning in lone wolves and more time supporting the pack.  

Wolves hunt better in packs  

LOs will always be at the front line of your lending operation. But treating them like individual agents instead of coordinated players in a unified strategy is holding your business back.

By moving to a shared platform and getting serious about adoption, you set your organization up for something far more valuable than short-term wins. You build a system that gets smarter over time and nurtures every relationship—not just the ones that close quickly. You also strengthen the resilience of your business, setting it up for growth no matter how the market moves or how your organization evolves.

Real Estate

G2 User Reviews Earn Total Expert a “2025 Summer Leader” Ranking

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Total Expert has been recognized as the Mortgage CRM Leader in G2’s 2025 Summer Report. As the tech industry’s leading resource for user-generated software reviews, earning a “Leader” ranking from G2 is a huge accolade—especially in an industry where everyone claims to have the best tools and most innovative technology.

This is the 15th consecutive quarter that Total Expert has been recognized as the category leader, but that wouldn’t be possible without our incredible customers who use our platform every day. Your support, feedback, and passion help us continue to build the most innovative customer engagement platform in the financial services industry!

How are G2 rankings calculated?

G2 reviews are submitted by real users with first-hand experience using the software and platforms they’re reviewing and aggregated by G2 to determine category leaders. G2 defines a Mortgage CRM as “tailored software that understands the intricacies of the mortgage industry, and its purpose is to ease the daily responsibilities of loan officers.” Products shown on G2’s Grid® for Mortgage CRM are ranked by customer satisfaction (based on user reviews) and market presence (based on market share, seller size, and social impact).

According to G2: “The Grid® represents the democratic voice of real software users, rather than the subjective opinion of one analyst. G2 rates products from the Mortgage CRM category algorithmically based on data sourced from product reviews shared by G2 users and data aggregated from online sources and social networks.”

G2 Grid® for Mortgage CRM Software

Being recognized as a G2 category leader is a huge deal to everyone at Total Expert. But not because we get to post about it on LinkedIn. It’s important because it tells us that what we’re doing is working, that the platform we’re building is helping people, and that all the hard work we put in is paying off. So, thank you to everyone who has submitted a review, sent us feedback, and helped us continue to create the best platform that we can!

What are G2 users saying?

★★★★★ “The team is very client-centric and is always available to deliver amazing customer service.” – Jonathan E. |  Read review

★★★★★ “Total Expert allows us to communicate with our membership directly and strategically motivate our members towards products and services that will benefit them directly. No more generic emails to large groups. Precise communication is key.” Lesli B. | Read review

★★★★★ “The platform allows us to leverage marketing solutions without the need to involve our entire marketing dept. We are able to move when the market moves and ensure our message is relevant.” Verified User in Banking | Read review

★★★★★ “Total Expert allows us to market to all of our members belonging to our credit union as well as any potential leads our loan officers are working with. From campaigns to emails & flyers. Everything we need is at our fingertips. Not to mention the customer intelligence side of things which is a super underrated tool that helps our loan officers immensely.” Carlos J. | Read review

★★★★★ “It’s helping me bridge the gap in my communication/marketing to potential clients, particularly the ones who I have not yet been able to get in contact with. Getting and keeping them engaged helps to increase both my contact rate and conversion. This results in more pre-approvals and refinance loans.” Mac V. | Read review

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