FAQ for Agent Services

Some illuminating questions to help set your bearings
Why are there only 9 agent limits for a Zippy Lists zip code?

Providing great service to your clients certainly doesn’t begin with saturating your market with too many other agents competing to reach the same people at the same time. Sound familiar? Those types of products are not for Zippy. The magic number here is, you guessed it, 9. Please do not lament if your zip code is currently fully subscribed. You can be wait-listed – first come, first serve.

Why is Zippy Lists inexpensive compared to similar products?

Staying in business can sometimes be challenging. Nearly every real estate agent requires a consistent low cost source of leads. 

We took this sentiment to heart when we created a new class of product. Rather than bundling the most prized part, Lead Generation, with yet another colossal CRM with a big price tag, we took a different approach. 

Taking a page from the “pizza by the slice” and the “bottomless soda cup” play book, you pay for just the zip codes you want. With each zip code, you get all the data and intelligence daily that we could muster (all the toppings). As the market fluctuates or your business grows, delete or add more slices of Zippy Lists. Zippy Lists is a self-contained set of prospects lists, big data contact lists, and daily market updates.

What is HomeToHome professional?

A professional level complete branded service & negotiating website so that agents can visibly collaborate and deliver more value to clients. Agents create HomeToHome private accounts for each client. Each client account, branded with the Agent’s Service Plan and Profile, also contains 18 collaborative tools to help clients.

It is also a referral network and a negotiating system.

Great service and performance are rewarded. So, HomeToHome helps promote that distinction so agents can attract future clients. Enter the Ambassador Referral Network. Our referral network recognizes and rewards better service and better performance.

Agent Ambassador offers a way to customize and deliver an agent’s branded service. What you do for your client and how you do it is where your brand lives.

Does Zippy Lists work with my CRM?

Yes it does. All CRM’s support importing contacts by CSV file and Zippy will export for you. Zippy Lists actively updates each day with fresh opportunities and fresh data. Use Zippy Lists to harvest those leads that show promise. Download them from zippy lists into your CRM to nurture as you see fit.

Is HomeToHome a transaction system or a CRM system?

Neither. HomeToHome is the Service & Negotiating System for professionals and their clients. CRM’s and Transaction Systems are primarily “agent facing” and serve the broker. HomeToHome  serves the relationship between agent and client. That is why it is a professional collaborative client service system and a referral system.

Agents create a branded HomeToHome website account for their client. You don’t need a CRM or a transaction system to use it. 

HomeToHome professional edition is also a lead and referral system. Your agent profile is displayed publicly and is searchable by zip codes. HomeToHome professional delivers automated leads and referrals to agents. Agents link to social media pages, past clients, professional recommendations, public referrals to increase exposure. 

What happens if I cancel a zip code that I already have?

If you cancel a Zippy Lists zip code that you already have, you retire your slot and your lists. Your slot becomes available on the open market again unless agents are wait-listed. Wait-listing takes precedence on a first come, first serve basis. If you later change your mind and you want to reacquire your zip code, then you may be wait-listed.

What’s the difference between a trial version and a professional version of HomeToHome?

Within trial version (Agent Community level), agents may create a profile public that is listed in our public Agent Search. Agents also receive a HomeToHome account as their clients may see it. An example Agent Service Plan and Lender Finance Plan will be visible but not activated. Also included is the HomeToHome Tool Wheel of 18 collaborative tools that clients may use with their agent and lender. 

Only a member Agent may activate the Service Plan for his or her client. Agents (professional edition) are eligible to receive leads, recommendations and referrals. To further your business, you may create and build an online reputation based on levels of service and negotiating.

How do I use Zippy Lists in social media?

This is an important question. Zippy Lists has a utility to build very large hyperlocal lists that you can use to create a Facebook or Instagram custom audience (for example). Not only can you target your prospects narrowly, you can focus your messaging too.

We define high conversion by specificity of message with correctly targeted prospects.  In other words, more leads. If you haven’t discovered Agent Ambassador’s social media lead system, it’s worth checking out. It’s a great complement.

As a new HomeToHome professional member, do I have to create my own Service Plan?

No, you do not. When you sign up, HomeToHome professional comes fully loaded and ready to go. Your Agent Service Plan standard template of over 500 items to cover a wide range of clients’ needs. Customize it over time to reflect your service brand.

What will the 9 agents in my zip code have as an advantage?

Having Zippy Lists to cover real estate in your neighborhood is a bit like having a GPS when nobody else does. You know where you’re likely to find your new business. It’s a great advantage. Zippy Lists combines daily market intel also so you can be on point every day in your all important conversations.

How do I get started using my Service Plan with my prospects and clients?

Each HomeToHome that you create for your client is branded with your Agent Service Plan and your Agent Profile. HomeToHome professional comes with a Master template Service Plan so you don’t need to do anything right away. To create a HomeToHome with your Service Plan:

Fill out the form on your Agent Console with your client’s information (name, email, phone, zip code of interest) and click “Create”.

That’s it. Within a few seconds, your client’s HomeToHome is sent to their inbox and their Service Plan appears in your console.

How many Zippy Lists zip codes can I have active at one time?

You may own only one of the 9 slots for any given zip code. You may also own multiple zip codes, but only one of the 9 slots in each. In other words, we do not permit an agent to “buy out” all the slots in a zip code. Though we do not enforce a limit on the number of zip codes an agent can own, we respectfully ask that you limit the number to 9 per agent.

Is HomeToHome compliant with the State Department of Real Estate?

Yes, the standard Service Plan is in compliance. Agents and brokers may use the Agent Service Plan to help maintain compliance with each transaction.

How do I customize my Service Plan the way that I want it?

Every HomeToHome that you create for your clients includes a client’s copy of your Service Plan.  Your Master Service Plan is copied for each client’s Service Plan. When you modify your Master Plan, all your future clients’ Service Plans reflect the modified Master.

You can freely add, delete, or hide any item in each of your client’s Service Plan (the copy) as you work with them. Over time, you may wish to add or remove items in your Master Plan. Many agents prefer to add items specific to their branded service into their Master Plan for all future clients.

How many ways can I brand my HomeToHome?

By far, the most important way to brand your HomeToHome is by customizing your Agent Service Plan. Think of your Service Plan as your brand’s DNA. Many agents prefer to hide proprietary portions of their Service Plan. Only when they are working with their client do they reveal these portions on an “as needed basis”. 

Your Agent Profile is the second way. As with most profiles, simply fill out your form with your current business information. These fields brand your HomeToHome website & make it easy for your clients to contact you. Whenever they sign in to your HomeToHome, they see your profile. Also, all of you past clients’ HomeToHomes have your updated profile. It’s automatic.

The third way is Agent Search. Make your profile visible on our public agent search engine so that new prospects can find you easily. Your profile is ranked in the zip code(s) that you wish to service. When a prospect selects your profile, a HomeToHome is created, branded and connected to you exclusively.

Can I change my membership level up or down?

Yes, you’re free to change your membership level at any time. Your billing occurs once a month based on your sign-up. Changing membership levels effects the following:

  • Monthly membership dues,
  • New HomeToHomes client account creation limit,
  • Number of zip codes where your profile ranks on lender search,
  • Number of lenders you may connect into your network to receive recommendations.
What kinds of leads or referrals can I get?

There are a number of ways and types of leads you may receive. 

  • Receive leads from your social media pages and website,
  • Receive professional recommendations,
  • Receive past client referrals,
  • and receive new referrals from our agent search engine.
How do I receive my referrals?

Receive your referrals automatically in your Agent Console. A HomeToHome account link that is branded to you will be emailed to your new client. An email sent to you with their contact information, including their zip code of interest. Your Console shows your new client, and you will also receive an email with your new client’s contact info. 

Your Service Plan is another way for you to communicate with new clients because it has built-in messaging. Your console will show new message notifications and all new referrals & leads not yet opened.

Can I just use the Service Plan one time only?

Yes, of course. To do this is to sign up for HomeToHome professional. Use the standard Service Plan with your client until the completion of your client service. Then cancel your account. 

If you decide to keep your account longer, you receive the following additional benefits that can grow more valuable to your business:

Your professional public ranking increases from our public agent search engine. Cancelling also cancels your ranking.

Higher ranking may increase your probability for more referrals.

  • The more Service Plans you commit and complete with clients, the higher your service rating. 
  • The more satisfaction returned from your clients through the plan the higher your satisfaction rating.
Is Zippy Lists just used for calling and emailing to find leads?

Zippy Lists does that and more. As a data intensive resource that includes daily marketing intelligence, there are a number of ways to use Zippy Lists to create custom prospect lists beyond calling and emailing. Social media, open houses, identifying likely properties, professional affiliate referrals, to reach out to the highest likely prospects is what Zippy less excels at.

What if the zip code I want is not available ?

If a zip code you want is not available you can be wait-listed. This means that when an opening comes up, you will be emailed. If you respond, you can claim the zip code. If not, it goes to the next agent in line.

No helpful answer? Here are some options

Support forum

Mauris rhoncus pretium porttitor. Cras scelerisque commodo odio. Phasellus dolor enim, faucibus egestas scelerisque.

Go to forum

Contact Support

Mauris rhoncus pretium porttitor. Cras scelerisque commodo odio. Phasellus dolor enim, faucibus egestas scelerisque.

Contact support

Helpful links

Getting Started

Contact support

Contact support