Becoming a Zillow Flex Team or Broker requires significant investment. Curaytor reports  5% as a typical lead conversion rate. However, some teams and brokers beat this conversion rate significantly by employing API Nation’s automations, and with every percentage point representing tens or even hundreds of thousands of dollars for your business, we wanted to share what we learned from our customers and help you and your team increase your Zillow Flex conversion rate.

Here are three strategic tactics they use to achieve better results.

• Tracking agent activity in realtime
• Using data to find friction points in pipeline
• Surfacing individual agents who need additional training

If you’re not familiar with Zillow Flex, you can learn all about it on the Zillow site here.

1. Tracking agent activity in realtime

Something we hear from brokers and team leaders all the time is “I wish I could just see if my agents are working on the leads before it’s too late.” Crucial, because Zillow rates each agent and Team/Broker so making sure agents report on their activity is critical to maintaining a strong relationship/partnership with Zillow. The better the agent does in reporting the higher their chances of getting more leads.

For example, one broker we spoke with had used every automation feature in their CRM but still found agents missing critical actions. We worked together to set up custom automations using our API Nation cross-platform workflow builder. Now, his he and his agents receive automatic alerts for leads that were missed, appointments that need to be set, or post-appointment follow up that needs to happen, giving the broker a clear line of sight on all activities and the power to boost conversions with real-time adjustments.

2. Using data to find friction points in pipeline

High performing teams and brokerages are using a lot of tools to bring leads from prospects to deals.

• CRM’s (often more than one)
• Email marketing apps
• Direct mail
• Dialers
• Transaction management apps…

…it’s a long list. Data is often siloed inside each of these apps making the lead journey through the pipeline overly difficult to see.

Brokers need to know not only when actions are happening but also when they’re not. Automations can be built to highlight when a lead is neglected, trigger a follow-up, apply a tag, send an email, or even reassign the lead if necessary, giving you better visibility on your teams progress, and more effective lead management.

In cases where the lead is worked, but it is not ready to convert, instead of letting the lead disappear into your CRM’s dark depths, a workflow can be built to intelligently catch those leads and place them in a nurture campaign, even across platforms.

Imagine after your agent has followed up with the lead in your CRM and been unable to guide the lead to a conversion, the lead is automatically sent over to an app like constant contact and put into a 24 month email nurture campaign.

3. Surfacing individual agents who need additional training

As pipeline friction points and bottlenecks emerge, team leaders can also spot where agents might need more training.

For example, Zillow’s data shows that 70% of leads work with the first agent they meet in person, which means quick appointment setting is crucial. With targeted automations built using our new workflow builder, you can set up alerts for leads lacking appointments, prompting both the agent and trainer to take action.

By leveraging data-driven insights, teams can quickly identify gaps in skills or process, ensuring no opportunity slips through.

Want to learn more?

Maximizing Zillow Flex lead conversions requires more than just solid response time; it demands a strategic approach to track agent activity, identify pipeline friction points, and provide targeted training. Top-performing teams are leveraging real-time visibility, cross-platform data workflows, and focused coaching to consistently stay ahead, turning more leads into lasting client relationships.

See how API Nation builds the automations to support these strategies

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