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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Smart routing, contact-centric pipeline management, Journey automation, and real-time pipeline visibility have always been the core of Lead Management. But top-performing originators and strategic sales leaders told us they needed more if they were going to stay one step ahead in the current market. They asked; we delivered.  

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Joe Welu on Agentic AI, Contextual Data, and Earning Customers for Life

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In this conversation with HousingWire’s Allison LaForgia, Total Expert Founder & CEO Joe Welu outlined how the company’s evolution to Customer IQ is reshaping the way lenders engage borrowers and drive growth.

"We just announced Customer IQ as this next evolution of our platform,” Welu said. “Taking what we built with Customer Intelligence . . . and we’ve reimagined it for the AI revolution, what we call this 'agentic lending opportunity.'"

At the core of that evolution is a system designed to unify and interpret data in real time. “Customer IQ aggregates all of the different data points and interprets what those data points mean . . . what’s going on in my customer’s life at this moment that I can connect with them on and provide value to them,” he explained.

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When it comes to measurable impact, Welu didn’t hesitate. “It’s hard to overstate how extraordinary some of the results that we’re seeing are,” he said. “We’ve seen people increase the applications… three to four times more loan applications than if they just use the humans.

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The Reputation Playbook for Lenders Who Want to Grow in the AI Era

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Meet the Partner: Birdeye

Birdeye is the #1 Agentic Marketing Platform for multi-location brands. Financial institutions use Birdeye to manage their online presence, collect and respond to customer reviews, monitor local listings, and turn customer feedback into actionable growth intelligence. Birdeye’s platform unifies the marketing stack to help lenders, banks, and credit unions build trust at scale—branch by branch, advisor by advisor—so every part of the organization is earning customer confidence before, during, and after the relationship begins.

---

For most financial institutions, the customer relationship begins when someone fills out an application, walks into a branch, or picks up the phone. But that’s not when your customer’s journey begins.

Long before a borrower reaches out, they’ve already started forming an opinion about you, your competitors, realtors, and the mortgage industry in general. They’ve searched for lenders in their area, read reviews, seen the news, and talked to family, friends, and coworkers. They’ve probably even asked Claude or ChatGPT to compare rates from local banks and credit unions. They’ve scanned branch listings, looked at star ratings, and made a shortlist of their top choices. They’ve done a lot. And all without ever speaking to a single person on your team.

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The shift happening right now in borrower discovery

Borrower behavior has changed in ways that most financial institutions haven’t fully caught up with yet. For a long time, reputations in financial services were built through branch relationships, local presence, referrals, and personal trust. Those things still matter but, today, trust is often built or lost before a borrower ever speaks to a loan officer, banker, or advisor.

A borrower may first meet your brand through a Google search, an online review, a branch listing, a social post, or an AI-generated answer. They may ask AI platforms which lender is best for first-time homebuyers, which credit union has the best service, or which local bank is easiest to work with. In that moment, your reputation isn’t just what your brand says. It’s what the digital ecosystem can find, understand, and validate about you.

The data backs this up. Birdeye’s State of Online Reviews 2026 report found that review volume grew 30.7% year over year in 2025, with Google capturing nearly 80% of all reviews. Meanwhile, McKinsey describes AI-powered search as the “new front door to the internet,” with research showing that half of consumers already use AI-powered search and that AI search could influence $750 billion in revenue by 2028.

For financial institutions, this matters because trust is a product you can’t put a price on. People are making decisions about homes, savings, credit, and their financial future. If your branch information is inaccurate, your reviews are negative or outdated, or customer feedback goes unanswered; you may lose the borrower before the relationship even starts.

What Birdeye does and why it matters for financial institutions

Birdeye replaces fragmented point tools with one full-cycle platform. Instead of forcing small teams to manually update data, custom AI agents execute marketing playbooks autonomously across hundreds of locations. For financial institutions, it helps manage the full digital presence of every branch, advisor, and location—at scale.

In practical terms, that means:

  • Keeping branch and location data accurate and consistent across every major listing platform and search engine
  • Collecting customer feedback and reviews at key moments in the borrower journey
  • Monitoring and responding to reviews across Google and other platforms—quickly and at scale
  • Surfacing customer experience signals by branch, loan officer, product line, or market so teams can identify where trust is strong and where it’s breaking down
  • Building the content, consistency, and credibility signals that AI-driven answer engines use to recommend businesses to consumers

Birdeye’s State of AI Search 2026 report found that in an analysis of ChatGPT, Gemini, and Perplexity, 80% of brands were cited at least once in AI-generated answers—but only 15% held the top citation position with their own owned domain. AI search rewards clarity, structure, and consistency. The financial institutions that win in AI-driven discovery will be the ones with the most trusted, complete, and credible local footprint.

That’s exactly what Birdeye is built to create.

How Total Expert and Birdeye work together

Most financial institutions don’t have a data problem. They have a connection problem.

Customer signals are everywhere: CRM records, reviews, surveys, branch interactions, loan officer conversations, and servicing feedback. The issue is that these signals often sit in separate systems. So, by the time a team sees the pattern, the moment to act has already passed.

Total Expert helps financial institutions manage customer engagement and relationship journeys. Birdeye helps them capture feedback, manage reputation, improve local visibility, and turn customer signals into action. Together, they connect the relationship layer with the reputation and experience layer—so the intelligence flows in both directions.

Here’s how the integration works in practice:

  • Lenders can request feedback from borrowers at important moments in the relationship journey—after an application, closing, branch visit, or servicing interaction
  • Survey responses and customer experience scores from Birdeye can flow back into Total Expert, giving relationship teams visibility into how borrowers are feeling inside the systems they already use every day
  • A positive review can strengthen local visibility and reinforce trust in that branch or advisor’s digital presence
  • A negative review or recurring complaint can trigger service recovery or escalation—before it becomes a bigger problem
  • Patterns in feedback data can become operational priorities, helping regional or branch leaders identify where the experience is breaking down and course-correct quickly

This is the shift financial institutions need to make: feedback shouldn’t sit in a dashboard. It should move into the daily workflow of the business.

From reactive to proactive: the future of experience-driven growth

The traditional model of reputation management was reactive. A customer leaves a review. Someone responds. A report gets created. Maybe a trend reaches leadership weeks later.

That model is too slow for how borrowers make decisions today.

PwC’s 2025 Customer Experience Survey found that 52% of consumers stopped using or buying from a brand after a bad product or service experience, and 29% stopped because of poor customer experience online or in person. Experience isn’t a soft metric. It directly affects loyalty and growth.

Together, Total Expert and Birdeye give financial institutions the tools to move earlier and act faster. AI can help teams listen at scale—bringing together signals from reviews, surveys, social channels, listings, and CRM systems. It can help teams act faster by identifying urgent issues, drafting responses, routing follow-ups, and giving branch and regional leaders clear next steps. And it can help leaders see what’s working: which branches are earning the strongest trust, which loan officers are creating the best borrower experience, and which themes are driving referrals and conversion.

This is where reputation management becomes something bigger: experience-driven growth.

Accessible through the Expert Partner Network

For Total Expert customers, accessing Birdeye is straightforward through the Expert Partner Network—the same ecosystem where lenders can access a range of integrated tools and services designed to support every stage of the borrower journey.

Instead of standing up a new workflow or managing a separate vendor relationship, Birdeye’s capabilities become part of how your team already operates. The feedback loop between Birdeye and Total Expert means your relationship data gets smarter over time, your team sees the signals they need in the right context, and your borrowers experience a more consistent, responsive institution at every touchpoint.

The lenders who win will earn trust before the first conversation

Winning in today’s market isn’t just about having the best rates or the most loan products. It’s about being the institution borrowers find, trust, and choose—often before they ever pick up the phone.

The financial institutions that get ahead will be the ones treating reputation as an operating signal rather than a marketing metric. They’ll use customer feedback as real-time intelligence. They’ll build the kind of consistent, trusted digital presence that earns borrowers in a world where AI is increasingly answering the question, “Who should I work with?”

That’s what Total Expert and Birdeye make possible—together.

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