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.

When do I get my CDA?

Automatically. On day 7 of every escrow you get a preliminary CDA by email — your split, lead source and any fees already applied — so you know your net early. Read it; if a number looks off, reply to that email or write accounting@ehomesteam.com. Sharing commission or a referral? File the CFR form on the Compliance Site first. Never send a CDA to escrow yourself; accounting does that.

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

Fill out the Commission Credit Request or the Commission Floor (2%) Exemption Request — both also live on the Compliance Site. Your Growth Partner approves it; 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 #ehomes for program updates and #ehomes 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 within 1 business day to book it — you won't get an email confirmation, just the form's thank-you page.

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 within 1 business day to schedule it — you won't get an email confirmation, just the form's thank-you page.

Who do I ask about a compliance question?

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

How do I connect a buyer with Zillow Home Loans?

Call the loan officer first, transfer the lead to them in Follow Up Boss (search the LO by name), then start a 3-way text with you, the buyer and the LO. This weekend's LO coverage, the full team and buyer handouts are on the ZHL section of the Zillow tab. Account manager: Kayla Manley, (916) 628-4955.

How do I get a cash offer for my seller?

Every seller appointment should come with an Opendoor cash offer as an option. Mark the appointment "Appointment set" in FUB (Interface form) and the ISA team requests the offer for you; at the appointment capture photos and video in the Opendoor app, then present the ehomes net sheet with cash, Cash Plus and listing side by side. Full steps here. New to the program? Set up once.

What is Sisu and how do I log in?

Heads up: Sisu Classic retires October 22, 2026 — new login steps will be posted here before then. Sisu is where your closed transactions and commission records live today (it is being consolidated into Follow Up Boss over the next year). Sign in at my.sisu.co with your @ehomesteam.com email — use "Forgot password" the first time. Can't get in? Email accounting@ehomesteam.com.

What is Fello and how do I log in?

Fello watches your own database and tells you who is likely to sell, warms them up automatically and flags expired listings you already know. Sign in with Google using your @ehomesteam.com email, add a headshot, then call your top 15 by propensity score. Trainings are under Training & compliance → the Fello tab.

How do I open escrow?

Watch first: How to open escrow (2½ min) — Jackie walks through exactly what to have ready and each step. Then open escrow with Autumn Skye, ehomes' preferred escrow, and use the combined ABA disclosure from the Compliance Site on every applicable file. When the choice is yours, choose Autumn Skye. The video also lives under Training & compliance → Contracts & compliance.

Where do company-wide announcements go?

#ehomes is the official channel for company-wide messages. Trainings and office news live in your office channel; Zillow/KBB/RevOps updates are posted in #ehomes too.

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.

What is Smart Actions in Follow Up Boss?

After a call made through your FUB phone number, FUB reads the transcript and texts you (from 855-672-9245) a suggested stage change or appointment — reply Yes or No. Timeline changes update on their own. Zillow-stage leads only, for now. Never reply STOP and never block that number. Michael's walkthrough · one-page cheat sheet · questions at FUB office hours, Mon & Wed 3:30.

FUB shows a "Fix now" pop-up for automatic outreach — what do I do?

Close it. Do not click Fix Now — it creates text flows on your leads and can't tell buyers from sellers. Mute it for 30 days; Michael is working with FUB to turn it off.

Why did I get a "Follow up today or set to nurture" task?

If a lead in Met With Customer goes 10+ days with no activity, FUB gives you a same-day task. Log the activity or change the stage. If it sits untouched for 2 more days, it goes to your Growth Partner.

Can I delete a contact in Follow Up Boss?

No — never delete a contact. Deleting a contact wipes its deals and your closings with it. Merge duplicates instead, move dead leads to the right stage, and if you think something truly has to go, check with Jackie first.

Where do I send lease documents?

Send all lease documents to rentalsandreferrals@ehomesteam.com as soon as you have them and before move-in. Using a TC on leases is recommended. Lease fees (from Oct 1): $250 compliance fee + applicable E&O on any lease with a commission check over $1,000.

I requested an Opendoor offer but I'm not on the deal — why?

If you requested the Opendoor offer, the lead is not sent to Clever, so make sure you're added to the deal. If Opendoor's emails don't recognize you, send Bryson the property address and he'll get you attached.

A buyer insists I use their Zoom link — is that normal?

No — that's a scam. "Use my Zoom link" is a known remote-access / malware play. Always send your own meeting link, never install anything to join a call, and read the C.A.R. scams guide. Report anything suspicious to compliance@.

What's new in Zillow Pro?

ehomes is now part of Zillow Pro. Two things to use now: the My Agent QR code in the Follow Up Boss mobile app — a client who scans it is connected to you on Zillow — and the "Likely to List" smart list in FUB. Both only work if your Zillow profile is two-way synced with FUB; not sure? Ask Michael Velasquez at FUB office hours (Mon & Wed 3:30).

What is the "Sell It For Free" 18-month guarantee?

If a client buys a home with us and, within 18 months, wants us to sell it, we waive our listing commission. The seller still pays escrow, title, taxes and other transaction costs, and any buyer-agent compensation is separate. There's no PDF or brochure — that's the whole program. Use it as a reason to choose ehomes.

What is the new Zillow Pickup Rate standard?

Starting Nov 5 the Pickup Rate standard moves from 25% to 30%, and every connection type counts — live calls, Real Time Touring, scheduled calls and text-only connections, including FUB and Zillow Messages. On a live call, tap Accept within about 20–25 seconds; for everything else, respond within 2 minutes. Fall below the standard and you drop a tier on the Zillow Preferred board. Zillow tab.

Can my unlicensed TC or assistant be paid through escrow?

No. Unlicensed transaction coordinators and assistants can't be paid out of escrow or from the commission disbursement — the DRE advisory on commission disbursements is clear on this. Pay them directly, outside the file. Read the DRE advisory, and ask Compliance first if you are unsure: compliance@ehomesteam.com.

How do I climb the Zillow Preferred board?

The weekly board in #ehomes shows Fair and High performers only, and connections will soon route straight to High Performers. Three levers: Predicted CVR — close any Flex connection from the last two years; ZHL pre-approvals — refer a lead in your book to Zillow Home Loans and walk them through it; pickup rate — stay above 25% (30% starting Nov 5) or you drop a tier. Your Growth Partner or Jackie will build the plan with you.

What does TC white-glove service cost?

Current pricing is on the Compliance Site. If you heard it changed, the site is the source of truth — or ask in #ehomes.

What fees apply on a lease?

Starting October 1, 2026, any lease transaction with a commission check over $1,000 carries a $250 compliance fee plus the applicable E&O fee. E&O applies to every transaction covered by our policy — it is excluded only for referrals and new-home builds. Read the office memo; current pricing is on the Compliance Site. Questions about a specific lease go to the Compliance Department before closing.

I'm new — where do I start?

Tap New to ehomes? for your first 30 days as a checklist, and read the full guide at onboarding.ehomesteam.com.

Who do I contact for anything else?

Find the right person in the Staff directory. Or: hi@ehomesteam.com · (909) 227-5833 · 11760 Central Ave, Suite 125, Chino, CA 91710.