FAQ
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 lender search engine.
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.
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.
Primarily, Lender Ambassador is a professional level complete collaborative service system that lenders use transparently with clients. You create Home To Homes for your clients. Each one, branded to you contains your Lender’s Finance Service Plan and Lender Profile. Home To Home also contains 18 collaborative tools to help your client.
It is also a referral network and a negotiating system.
Lender Ambassador offers a way to customize and deliver a lender’s branded service. (Your Finance Plan is like the DNA of your business). What you do for your client and how you do it is where your brand lives.
Service and performance are so important to your clients. So, Lender Ambassador helps you to promote that distinction so you can attract future clients. Enter the Ambassador Referral Network. Our referral network recognizes and rewards better service and better performance.
A core part of your business is connecting to new clients through agents. Build up your Network of Agents. Each time an agent in your network names you in a HomeToHome, you’re the lender inside HomeToHome.
It is neither though you may add your loan origination procedures within your Finance Plan. Lender Ambassador is a professional collaborative client service system and a referral system. Lenders create a branded HomeToHome Guide for their client. You don’t need a CRM or a transaction system to use it.
Lender Ambassador is also a lead and referral system.
Your lender professional profile is displayed publicly. Also Lender Ambassador delivers automated leads and referrals to you. Past clients, professional recommendations, public referrals from listing your profile, and your own home to home link from your social media pages. These are all sources for your business as aLender Ambassador member.
The free version is (Lender Community level), you may create a profile public that is listed in our public Lender Search. You also receive a HomeToHome as your clients may see it. An example Agent Service Plan and Lender Finance Plan will be visible but inactive. Also included is the HomeToHome Tool Box of 18 collaborative tools that clients may use with their agent and lender.
Only a member Lender Ambassador may activate the Finance Plan for his client. Lender Ambassadors (paid version) are eligible to receive leads, recommendations and referrals. Additionally, you may create and build an online reputation based on levels of service and performance.
No, you do not. When you sign up, Lender Ambassador comes with your Lender Finance Plan template of over 350 items to cover a wide range of clients’ needs. This Plan Template is called your Master Plan.
Each HomeToHome that you create for your client is branded with your Lender Finance Plan and your Lender Profile. Lender Ambassador comes with a Master template Finance Plan so you don’t need to do anything right away. To create a HomeToHome with your Finance Plan:
Fill out the form on your Lender 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 Finance Plan appears in your console.
Every HomeToHome that you create for your clients inserts a copy of your Master Finance Plan for each Client’s Finance Plan. When you modify your Master Plan, all your future Finance Plans contain the modified Master.
You can freely add, delete, or hide any item in your Client’s Finance Plan as you work with them. Many lenders prefer to add items specific to their branded service. They may first add items to a client’s plan before updating their Master Plan for all future clients.
By far, the most important way to brand your HomeToHome is by customizing your Lender Finance Plan. Think of your Finance Plan as your brand’s DNA. Many Lenders prefer to hide proprietary portions of their Finance Plan. Only when they are working with their client do they reveal these portions on an “as needed basis”.
Your Lender Profile is the second way. As with most profiles, simply fill out your form with your current business information. These fields make it easy for your clients to contact you in the way that best suits. Whenever they sign in to your HomeToHome, they see your profile.
The third way is Lender Search. Make your profile visible on our public search engine so that new prospects can find you easily. Your profile is ranked in the zip code(s) that you wish to service.
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,
- Number of HomeToHomes creation limit,
- Number of zip codes where your profile appears,
- Number of agents you may connect into your network to receive recommendations.
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.
Receive your referrals automatically in your Lender 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, and the client’s agent. Your Console shows your new client, and you will also receive an email with your new client’s contact info.
Your Finance 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
It’s easy to misplace trust when you don’t have enough information. It’s also easy to misplace trust in those who may not be as well informed or as competent as you need them to be. HomeToHome is collaborative to help you and your agent to work together with better visibility and better up-to-the-minute information. Look to place trust where it’s earned-by meeting and exceeding expectations, especially when putting your interests first.
Yes. HomeToHome is not a home listing site; better yet, it provides you with home finding Price Play strategies to find values where others aren’t looking. It also includes Price Plays to maximize the strengths of various listing sites, and evaluate home values more accurately.
Yes, it’s designed specifically to do just that, to help you pick a top service agent that is also a savvy negotiator. We work diligently to help you here. Many people pick the listing agent or somebody they know and like but do not know their level of competency (ouch). HomeToHome offers you an intelligent alternative.
You may have heard that picking the listing agent is a good idea because you can save money. Not true, that is a risky exception and not the norm. You may have heard that it’s the only way to make sure you’re the buyer of choice if there is more than one serious buyer. Instead, having a savvy buyer’s agent representing you is your best bet to cover all scenarios. HomeToHome helps you to identify that agent you’ll need to buy the home you want.
When you buy or sell a home (or both together), it’s a process composed of many events, large and small, to make or lose money. It is a negotiating process so having a savvy negotiator on your side is a big advantage. Use your HomeToHome as a resource to improve your results at every step. Any one of HomeToHome’s many strategies may help you save thousands or tens of $1000’s.
There are also too many possibilities to unknowingly lose money or be cheated. Use your HomeToHome to help you track what’s happening along the way. Avoid these costly pitfalls and even turn them into opportunities. Both you and your agent together will gain valuable clarity.
HomeToHome is a guide with 9 Playbooks of strategies and tools to help you and your agent elevate your outcome. You may select relevant strategies as you go.
With its patented Tracker, HomeToHome offers a simple way to track the progress of your agent and lender. You can see progress at a glance or open a stage to see the detailed tasks. It’s easy to send and receive messages about any task to your agent or lender.
There are many decisions and choices you will make – whether it’s understanding how to choose a new home, how much to pay, what offer to accept when selling, or how to plan your purchase and financing. HomeToHome includes 18 tools to help clarify your decisions.
The premium version of HomeToHome includes 9 Playbooks of Price Play strategies.
Both versions include:
- a suite of 18 tools to help clarify complex choices.
- the HomeToHome Tracker to follow your (member) agent’s progress.
- your lender’s Finance Tracker.
Yes, it does. Unlike most other full-featured real estate applications, you can use your HomeToHome on desktop, iphone, or tablets.
Have your agent send you a HomeToHome that contains their custom Service Plan. If your agent is not already a member, they can sign up for a nominal monthly fee.
You will receive an email from us with your Agent’s (or Lender’s) HomeToHome. Open the email, click on the link and set your password. You are now connected to your agent or lender through their Service Plan.
When small tasks carry large costs & risks, transparent checklists are essential. An agent should have a checklist for you. Witness your agent’s service. Follow the progress of your transaction. Make better informed choices.
For the premium version, Playbooks of strategies are included. Like chess, with more strategies, you and your agent stay moves ahead of your opponent.
With 18 tools, bring clarity to your complex decisions.
No, but here is an excellent way to tilt the odds in your favor. Among pivotal financial and lifestyle events in our lives, buying and selling your home would be an excellent time to do it well. The dividends are tremendous and the downsides lasting. Even the most experienced agents and veteran homeowners benefit from using HomeToHome.
When it comes to buying and selling real estate, California ranks in the top 3 of difficulty. HomeToHome’s agent service plan templates are designed with this in mind. Every state has it’s own specific sets of forms, some of which may be different. (We are working to cover these differences). The tools we provide you are universal (except the Escrow Tool. A few states do not use escrow accounts to manage property and funds transfer). The negotatiating principles apply when the opportunity arises. Some agent Price Plays may be procedurally different because of local customs.
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.
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.
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.
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.
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.
Yes, the standard Service Plan is in compliance. Agents and brokers may use the Agent Service Plan to help maintain compliance with each transaction.
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.
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.
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.