Good morning.

Every ehomes tool, one place. Run your morning from here.

📲

Install ehomes OS on your phone — tap hereStep 1 · takes 20 seconds · get the orange ehomes icon on your home screenFollow the steps below. You'll get the orange ehomes icon on your home screen and it opens like an app — no browser bars, no login.

iPhone

Open ehomes-os.web.app in Safari (not the Slack or Gmail browser — if you're in one, tap "Open in Safari" first)
Tap the Share button ⬆️ at the bottom of the screen
Scroll down and tap "Add to Home Screen"
Tap Add — done. Look for the orange ehomes icon

Android

Open ehomes-os.web.app in Chrome
Tap the ⋮ menu (top right)
Tap "Add to Home screen" or "Install app"
Tap Install — done

Already installed? This card disappears when you open the app from your home screen.

Coaching · Pipeline reviews

Request a coaching session

Pipeline review, lead follow-up, Zillow, listing presentations, scripts — pick what you want to work on and your Growth Partner will reach out to book it.

Request now →

Start your dayDaily checklist

Quick launchMost used

🚀Request coaching

Follow Up Boss

Sisu dldotloop

Zillow Pro

Zillow inbox

Compliance site

Open house form

Slack

Canva Template Studio 🎨Request marketing help

FUB office hours

Zillow Academy

Calendar

This week at ehomesStanding deadlines

Submit your weekend open housesForm goes out Fridays in #openhouses · closes Saturday 6pm · flyers: DM marketing
Sat 6pm
Request a coaching session2-minute form · your Growth Partner reaches out to book it
Anytime
FUB & tech office hours with Michael VelasquezMon · Wed · Thu 3:30–4:30 PM on Zoom · drop in, no appointment
M/W/Th 3:30
Need a flyer, post or business card? Request marketing helpKerstin, our marketing concierge, builds it — or grab a template in the Canva studio
Anytime
Office sales meetingTime & location posted in your office channel
Weekly
Trainings & compliance updates#tctribe · Zoom links posted there and in office channels
Slack

Quick answersWhere do I…

How do I submit a new transaction?

Every transaction (sales, referrals, new builds, leases, commercial) must be entered in the FUB Interface and moved to Pending before it closes. Watch the 3-minute how-to.

How do I fill out an AVID correctly?

Your TC sends the AVID and disclosures to you in Glide — sign in with your @ehomesteam.com email. Visual inspection only — disclose readily observable material facts. Watch the AVID do's & don'ts video from compliance before you write one.

Where do I post my open house?

Use the Open House Weekend Schedule form (Jotform). It's reposted every Friday in #openhouses and closes Saturday at 6pm. Need a flyer? Email marketing.

Where are the disclosures, checklists and forms?

On the Compliance Site → Disclosures, Checklists & Forms — including the ABA (Autumn Skye + Blackstone), Commission Credit Request and 2% Floor Exemption forms.

How do I see what I'll net on a deal (mock CDA)?

Run a mock CDA — property, lead source, price, GCI %, credits, referral and any other costs. Accounting gets the numbers and follows up with your estimate. Never send a CDA to escrow yourself; accounting does that.

How do I request a commission credit or 2% floor exemption?

Both request forms are on the Compliance Site. Submit before the file goes pending to avoid payout delays.

How do I join Zillow Preferred?

Fill out the Zillow Preferred opt-in, then watch #zillow for program updates and #zillow-home-loans for ZHL lender contacts.

How do I get a pipeline review or coaching session?

Fill out the coaching session request — pick what you want to work on and when. It posts to your Growth Partners automatically and they'll reach out to book it.

How do I get help with Follow Up Boss?

Fill out the FUB training request — pick what you're stuck on and how you want the training. Michael Velasquez or your Growth Partner will reach out to schedule it.

Who do I ask about a compliance question?

compliance@ehomesteam.com, or post in #tctribe. Rachelle Anderson is Chief Compliance Officer.

How do I open escrow with Autumn Skye?

Autumn Skye is ehomes' preferred escrow. Open escrow here — two minutes — and use the combined ABA disclosure from the Compliance Site on every applicable file. When the choice is yours, choose Autumn Skye.

Where do company-wide announcements go?

#fromehomes is the official channel for company-wide messages. Trainings and office news live in your office channel; Zillow/KBB/RevOps updates in their topic channels.

Where do I get flyers, social graphics or business cards?

The Canva Template Studio is open 24/7 — find the template, click "Use template," update your info and download. Business cards & email signatures: request form. Custom work: request it here and Kerstin will build it.

How do I order listing photography or set up a Zillow Showcase listing?

Sign in to Zillow Pro (same login as dotloop). Showcase lives there: create or edit the listing, book photography and media, and track performance. First time? Follow the Showcase getting-started guide — sign in, join the ehomes workspace, turn on Showcase under your profile, connect your MLS (email match + verify), then add your photo, bio and Zillow agent profile. Zillow Pro support: 888-367-4009, Mon–Fri 5am–6pm PT.

Where do I log in to dotloop now?

dotloop now signs in through Zillow Pro — use your existing dotloop email and password. Your TC still builds the file; you sign what they send.

Where is Zillow Academy?

Sign in to your Premier Agent account first, then open Zillow Academy → My Learning and complete everything that isn't locked. Co-branded materials: zillowcobranding.com.

Where's the ehomes logo / brand kit?

Ask marketing@ehomesteam.com for the current brand kit and logo files. The name is always written lowercase: ehomes.

Who do I contact for anything else?

hi@ehomesteam.com · (909) 227-5833 · 11760 Central Ave, Suite 125, Chino, CA 91710.

Pipeline & goals

Your pace, tracked daily.

Everything is logged in Follow Up Boss — the Interface forms on the right side of FUB feed Sisu, your leaderboards and your payday tracker automatically.

Log it in FUBInterface forms · right side of FUB

Appointment setBuyer or seller, as soon as it's booked
Same day
Appointment met / dispositionWhat happened and what's next
Same day
Listing signed
Same day
Under contract — submit the transactionEvery file type, before it closes · this is what starts your TC, Sisu and payday tracker
Required
ClosedAccounting and your TC close it out from the same record
Auto

Set your goalsIn FUB

My goals in Follow Up BossReporting → Agent Goals · set your commission goal for the year and add personal goals
Set it
How goals work in FUBFollow Up Boss help article — what's tracked and how the report reads
Guide
Want help building your plan?Request a coaching session — your Growth Partner will work the numbers with you
Coaching

Open Follow Up Boss My goals View in Sisu

Follow Up Boss

Your CRM, every day.

Leads, calls, texts, smart lists — and the FUB Interface where every transaction gets checked in.

Open Follow Up Bossehomesteam1.followupboss.com — your leads, calls, texts, smart lists and the FUB Interface, all in one login.

Open FUB →

Request FUB trainingSmart lists, calling & texting, the FUB Interface, Zillow integration, action plans — tell us what you're stuck on and Michael or your Growth Partner will get you scheduled.

Request training →

Daily routineSmart lists

New leads — call within 5 minutesZillow, KBB, open-house sign-ins, referrals
First
Zillow re-engaged buyersTag: "Zillow reengaged Buyer" — they're back on the site
Reach out
KBB seller leads tagged to youTag: KBB – your name
Check in
Nurtures with no touch in 30 days
Touch
Past clients — anniversaries & birthdays
Touch

The ruleFUB Interface

Enter every transaction in the FUB Interface and move it to Pending before it closesSales, referrals, new builds, leases, commercial — if it isn't checked in, your payout waits
Required
How to submit a transaction (3-min video)
Watch
FUB office hours with Michael — Mon/Wed/Thu 3:30–4:30 PMZoom, drop in with any tech, database or CRM question
Live help
Need help? Request FUB training1:1, in person, group workshop, or a how-to recording
Anytime

Zillow

Zillow, all in one place.

Everything Zillow — inbox, training, marketing and program links.

AI mock calls — practice your ALMRun a practice connection call with Zillow's AI before your next live one. Ask · Listen · Match. Sign in to Premier Agent first.

Start a mock call →

Live ALM role-playWednesdays 9:00 AM on Zoom — objection handling at 8:30

#practiceRole-play scripts & session alerts

The ALM frameworkZillow's guide to Ask · Listen · Match

Zillow ProOrder listing photography & media, create Showcase listings, sign in to dotloop

Showcase getting-started guideSet up your Zillow Pro workspace, connect your MLS, book media

Premier Agent inboxConnections, tour requests, messages

Zillow AcademyCourses & badges — sign in to Premier Agent first

Zillow co-brandingCo-branded marketing materials

Your Zillow agent profileReviews & past sales

Zillow Preferred opt-inJoin the program

#zillowProgram updates & leaderboard

#zillow-home-loansZHL lenders for pre-approvals

Transactions · Escrow · Compliance

Transactions, end to end.

Check it in, open escrow, and let your TC and compliance team carry the file.

Autumn Skye — ehomes' preferred escrowOur in-house escrow team works side by side with your TC, so your file moves faster and nothing gets lost between companies. When the escrow choice is yours, choose Autumn Skye — and when it isn't, ask for it anyway. It takes two minutes to open.

Open escrow with Autumn Skye →

From contract to closeYour part

Check inFUB Interface

Open escrowAutumn Skye

Sign & sendTC builds the file

AVIDYou complete it

CloseCompliance review

1. Enter the transaction in the FUB Interface → PendingRequired for every file type before it closes — this is what tells your TC, compliance and accounting the deal exists
Required
2. Open escrow with Autumn SkyePreferred escrow · use the combined ABA disclosure (Autumn Skye + Blackstone) on every applicable file
Preferred
3. Your TC builds the file in dotloop — you sign what they senddotloop now signs in through Zillow Pro. Signatures come to you by DocuSign or Glide; upload anything your TC asks for
Your TC
4. Complete your AVID the right wayYour TC sends it in Glide; watch the do's & don'ts before you write it — wording creates liability
You
5. Want to know your net before it closes? Run a mock CDASharing commission or a referral? File the CFR form on the Compliance Site first
Estimate

CDA

Run a mock CDAEight quick fields — property, lead source, sales price, GCI %, credits, referral, and any other costs (outside TC, advance repayment) — and accounting gets the numbers so your real CDA is ready faster.

Run it →

Commission formsCompliance Site

Commission sharing / Commission Fee Request (CFR)Required any time commission is shared with or referred to another agent — team lead overrides no longer need one
Required
Commission Credit RequestBuyer/seller credits — submit before the file goes pending
Form
2% Floor Exemption Request
Form
Never send a CDA to escrow yourself — including Autumn SkyeAccounting handles every CDA directly with escrow
Rule

Open escrow with Autumn Skye Autumn Skye Escrow Compliance Site Glide forms dotloop (via Zillow Pro)Ask compliance

Calendar & events

What's on, company-wide and in your office.

Pick your office to see its meetings and trainings. Everything here is kept current by leadership.

My Google Calendar

Slack · ehomesteam.slack.com

Your office, in the loop.

Where things are posted, so you never miss a training, a memo, or a deadline.

#fromehomesAll official company messaging is sent here. Memos, policy changes, announcements from Jackie and Elmer — if it's from ehomes, it's in #fromehomes. Keep notifications on.

Open #fromehomes →

Channels to followSlack

#fromehomesOfficial company-wide messages from ehomes
Must read
Your office channel#chino · #downey · #highdesert · Newport, Woodland Hills & Carlsbad in Slack
Must read
#tctribeCompliance updates, trainings, form changes
Follow
#openhousesWeekend open house form & social posts
Follow
#pipelinereviewsCompleted pipeline reviews & coaching requests
Topic
#zillow · #zillow-home-loansProgram updates & ZHL lenders
Topic
#industryheadlinesMarket news worth sharing with clients
Topic

Where things goComms policy

Company memos
#fromehomes + email
Trainings & office announcements
Office channel
Zillow, KBB, RevOps updates
Topic channel
Compliance questions
compliance@
Flyers, social & marketing requests
#marketing / marketing@
Anything else
hi@ehomesteam.com

Open Slack Gmail

Every tool you juggle, in one place.

Click any tile to open the tool. Sign in with your @ehomesteam.com account where asked.

Leads & clients

Follow Up BossCRM, leads, calling, texting, smart lists, FUB Interface

Zillow Premier AgentConnections, tours, response time

Zillow AcademyRequired courses & badges — sign in to Premier Agent first

Zillow Preferred opt-inJoin the program

Open house submissionWeekend schedule form · closes Sat 6pm

YlopoDigital marketing & lead gen

Transactions & compliance

Compliance SiteSOPs, training videos, disclosures, checklists & forms

dl

dotloopSign in through Zillow Pro · sign & view your files — your TC builds them

zipFormsC.A.R. forms

DocuSignSignatures & templated contracts

GlideComplete & sign disclosures your TC sends (AVID, TDS, SPQ…)

AVID do's & don'tsCompliance training video — watch before you write one

Autumn Skye Escrowehomes' preferred escrow — open escrow, status, contacts

Pipeline, MLS & market

SisuPipeline, goals, appointments, GCI

MLS

CRMLSListings, comps, Matrix

ZillowSearch & your agent profile

#

#industryheadlinesMarket news to share with clients

Marketing & branding

🎨

Request marketing helpFlyers, social posts, business cards, email signatures — Kerstin builds it for you

Canva Template StudioFlyers, social graphics, signage, listing presentations — 24/7, click "Use template"

Promotional flyersOpen house, just listed, just sold

Business card templatesPick a design, then request below

Email signature / business card requestDelivered by email in 24–48 hrs

Submit your headshotFor your profile, flyers & roster

Request an AI headshotFollow the photo guidelines in the form

Zillow co-brandingCo-branded Zillow marketing materials

#marketingNew templates & marketing announcements

Team & comms

Slackehomesteam.slack.com — #fromehomes, office & topic channels

Access your ehomesteam.com emailGmail · sign in with your @ehomesteam.com account

Google CalendarTrainings, meetings, office events

Google DriveYour files & shared folders

ZoomTrainings & recordings

Need a hand?

C

Compliancecompliance@ehomesteam.com · Rachelle Anderson, CCO

M

Marketingmarketing@ehomesteam.com · flyers, social, brand kit

1:1

Request a coaching sessionPipeline review or any skill — your Growth Partner books it

hi

ehomes supporthi@ehomesteam.com · (909) 227-5833

Training & compliance

Coaching, on demand.

Everything compliance and training has published, in one place.

The Compliance SiteSOPs, training videos, disclosures, checklists and every request form — your first stop for anything file- or compliance-related. Bookmark it.

Open the Compliance Site →

Libraryehomes

Compliance SiteSOPs, training videos, forms & resources — bookmark it
Start here
How to submit a transaction in the FUB Interface3–4 minute walkthrough
Video
AVID do's & don'tsRachelle Anderson · with an example AVID
Video
Disclosures, checklists & formsABA, commission credit request, 2% floor exemption
Forms
Zillow AcademyReal Time Touring, ZHL & lender credit, Zillow Messages + FUB
Zillow
#tctribeEvery compliance update and training announcement
Slack

Live sessionsHow to find them

Legal & disclosure trainingse.g. "Beyond the Forms — Avoiding Lawsuits" with Mansour Law Group · Zoom links in #tctribe
Zoom
FUB smart list workshopsMichael Velasquez · announced in office channels
In person
Script role-play & objection handlingMornings · office channel
Zoom
Zillow team meetingsYour office channel
Weekly

Open the Compliance Site #tctribe