Skip to main content
Sign in

Touring Agreement Activation

  • Updated

What you'll learn in this article:

 

Zillow’s Touring Agreement

The Touring Agreement is an optional, written agreement between agent and buyer that will be incorporated into the buyers’ and agents’ experiences for touring connections. 

Partners can choose to activate the Touring Agreement for themselves and for their team members, and to have it sent automatically to their tour connections on their behalf or to manually send them to each tour connection.

The Touring agreement can also be manually sent to any other connection from the PA app and from Follow Up Boss (using the ZPA embedded app).

Zillow's Touring Agreement is the first opportunity for agents to educate buyers on the value of a buyer’s representation agreement, and help lay a foundation for agents to begin conversations with the buyer once they meet in person.  By leveraging Zillow’s brand trust with the buyer, agents and buyers can enter the first showing with a signed touring agreement in hand. Remember to consult with your broker before using any new forms.

 

Touring Agreement Overview

  • The Zillow Touring Agreement is a written agreement between a Zillow Premier Agent partner and buyer who has requested a tour on Zillow.
  • Each state-specific Touring Agreement was developed with compliance in mind
  • Acknowledges the buyer does not have a signed exclusive buyer agency agreement
  • Non-Exclusive (your buyer representation agreement will follow)
  • Covers touring services for seven days to allow for scheduling flexibility
  • No fee required for touring services

 

How does the Touring Agreement work? 

Touring Agreement Buyer and Agent Experience video

Buyer Experience

  • The buyer will receive an email from Zillow letting them know they have a Touring Agreement to complete
  • Tapping on “View agreement” will take the buyer to Zillow where they can review the Touring Agreement
  • The buyer can learn more or view the agreement
  • The buyer can Accept and Sign digitally or opt to sign at the home 
  • Once the buyer completes signing, both parties (+ your team lead cc’d) will receive an email with a link to the executed agreement
  • After signing the Touring Agreement, the buyer will receive an email preparing them for next steps.

Agent Experience

  • For any type of tour lead - Real-time tour or Standard tour, agents will receive those connections as usual - a phone call via the Premier Agent app (no changes to this process)
  • For agents who have activated the Touring Agreement, upon accepting the tour lead, Zillow will automatically send the buyer the agent’s signed Touring Agreement on their behalf, if they choose to have “auto-send” enabled. If not, the agent can still manually send the signed Touring Agreement after each touring connection call.
  • Agents will see confirmation that an agreement has been sent to the buyer on the post-connect screen for both standard and real-time tour connections
  • Agents will also have the ability to manually send a Touring Agreement to any of their connections from the contact page in the PA app and in Follow Up Boss (through the Zillow Premier Agent embedded app, on the Tour tab), as well as see the status of the Touring Agreement signature (Not sent, Sent, Buyer signed, Expired).

 

Team leads or individual agent Touring Agreement Activation

  1. Login to your Premier Agent profile on Zillow.com.
  2. Click on your photo in the top right corner > Settings.
  3. From the Settings page, click Touring Agreements.
  4. Click Get started now.
    1. If you are activating it for the first time or “Create agreement template” if you are activating an updated version of the Touring Agreement.
  5. Select your State from the drop-down menu and click Next.
    1. If your state is not listed, this means we do not have a Touring Agreement available for you.
    2. Note: We recommend you share this information with your broker for their awareness prior to activating the Touring Agreement, as their brokerage name will be used in the Touring Agreement contracts shared with buyers. 
  6. The Touring Agreement contract template will open and you'll be able to see your brokerage’s name on it. Click Next to review it > Click Save.
  7. Once saved, you will be brought back to the Touring Agreements settings page, where you will see that state’s Touring Agreement template showing in the “Active” state.
  8. If you are creating an updated version of a Touring Agreement with maximum compensation, you will see a message informing that the previous version will be archived. Click “Yes, continue” and then you will see the updated version of the Touring Agreement showing as “Active” on your main page.

When you activate a Touring Agreement, your team members will receive an automatic email to finalize their specific configurations from their account. They'll be asked:

  • To confirm their name and license number that will appear in the contract that is sent on their behalf.
  • Be prompted to input their negotiable, maximum compensation for additional brokerage services should the consumer and agent agree to work together beyond touring, which can either be set as a percentage of the purchase price or set as a flat fee.
  • Be prompted to set up auto-send, see more details on the Team member Touring Agreement activation section. 

Check out the step-by-step video: https://zlw.re/3S0q138 

FAQs

Question

Answer
What happens if I don’t activate the Touring Agreement for my team?

By not activating the Touring Agreement for your team, your team is not able to use it. But you and your team will continue receiving connection calls as usual, you will just need to find a different way to be compliant with the new NAR rules beginning  Aug 17th 2024.
Can I delete a Touring Agreement template?

Yes, on the Touring Agreements settings page, for each Touring Agreement row, on the right, there will be 3 dots giving you the option to Edit or Archive that Touring Agreement template.
How can I check if I activated the Touring Agreement?
  • The team leads can check if they have activated one or more Touring Agreement templates for their team by going to the PA App -> Settings -> Touring Agreements. Any activated touring agreements will be listed here. 
  • If you want to see which of your team members have activated the Touring Agreement on their end, you should reach out to your Sales rep and they will be able to verify that for you. 
Can I turn off all Touring Agreements?

Yes, once the first Touring Agreement template has been created, you will see the option on the right-hand top corner of the screen to “Turn off Touring Agreements”. Doing that will remove your team’s ability to use the Touring Agreement. 
Can I turn Touring Agreements back on for my team?

Yes, you can turn the Touring Agreement back on for our team even after having turned them off. You just need to click on “Turn on Touring Agreements” on the Touring Agreements settings page.

 

Team member Touring Agreement Activation

You will receive an automatic email once your team lead creates the first Touring Agreement template for your team, when you receive that email, you can click on “Complete set up”. You can also get to that location from the PA App, by going to “Settings” -> “Touring Agreement”.

From there, follow the steps to finalize the Touring Agreement activation for you:

  1. Click on Get started now.
  2. Then, select the state you operate on, and click Next.
    1. If you operate in more than one state, follow the same process for each state.
    2. Note: You will only see the list of states that your team lead has made available for the team.
  3. Confirm your first and last name, and your license number for accuracy, as they will be displayed on the Touring Agreement contract that Zillow will send buyers on your behalf, then click Next. 
  4. You will then be prompted to enter your negotiable, maximum compensation for additional brokerage services should you and the consumer agree to work together beyond touring. This can either be set as a percentage of the purchase price or set as a flat fee.
  5. Review the Touring Agreement contract with your information, click Save.
  6. You can choose to have Zillow automatically send your signed Touring Agreement to all your touring connections (“Auto-send”), for that select Yes, Continue.
  7. You will see the contract and click on Sign field to add your signature, and you'll be all set.

In case you didn’t choose to have Zillow automatically send the Touring Agreement on your behalf, you'll be prompted to sign the Touring Agreement for each touring connection. 

FAQs

Question Answer
What happens if I don’t activate the Touring Agreement? By not activating the Touring Agreement, you won’t be able to use it. But you will continue receiving connection calls as usual, you will just need to find a different way to be compliant with the new NAR rules beginning Aug 17th 2024.
How can I check if I activated the Touring Agreement? Team members can check if they have activated the Touring Agreement by going to the PA App -> Settings -> Touring Agreements. Any activated touring agreements will be listed here. You will also be able to see if you have enabled Auto-send or not, and make changes as needed.
Can I turn off the Touring Agreement after I activate it?

Yes, on the Touring Agreements settings page, you will see on the top right hand corner an option to “Turn off Touring Agreements”. Please note that, once you do that, Zillow will no longer send the Touring Agreement to your touring connections.
Can I manage my Touring Agreements settings?

Yes, on the Touring Agreements settings page, you will see your active and Archived Touring Agreement templates (on the Status column), and if you have enabled “Auto-send” for each of them. You will also be able to click on the 3 dots to view the Contract.

 

Individual Agents Touring Agreement Activation  

  1. Login to your Premier Agent profile on Zillow.com.
  2. Click on your photo in the top right corner > Settings.
  3. From the Settings page, click Touring Agreements.
  4. Click Get started now.
  5. Select your State from the drop-down menu and click Next.
    1. If your state is not listed, this means we do not have a Touring Agreement available for you (yet!)
  6. After you select your state, you will be prompted to review the pre-populated data (Brokerage name).
  7. After you have confirmed your Brokerage name, click Save to return back to the Settings screen to complete your registration.
  8. You should now see two tabs: Team Template and My Templates.
  9. Tap on the My Templates tab, and repeat the Get started now process to verify a few more pieces of information.
  10. After you tap Get started now, you will be prompted to review the pre-populated data (Name, License #, State). 
  11. You will then be prompted to enter your negotiable, maximum compensation for additional brokerage services should you and the consumer agree to work together beyond touring.
    1. This can either be set as a percentage of the purchase price or set as a flat fee.
  12. After you have confirmed your information is correct, click Submit to return back to the Settings screen to complete registration. At this point you will have a prompt to enable Auto send.
    1. Auto send will save you a step by automatically sending the agreement for your Tour connections. If you select Not now then you'll need to manually send the Touring Agreement to your connections.  
      1. You can change this setting later by revisiting the Touring Agreement settings and turning the Auto Send toggle to On
      2. Important Note: Please do not select auto send if you are required by state law to provide customers with any state mandated agency disclosures prior to entering into the Touring Agreement. It is your duty to comply with all state laws regarding any required disclosures.

 

Follow Up Boss Touring Agreement Activation 

If you prefer to use Follow Up Boss to send your Touring Agreements, you can do so through the ZPA embedded app. 

Important Note: Two-Way Integration must be set up and the Zillow Premier Agent embedded app for Follow Up Boss must be enabled before getting started. 

Team Leads must activate the Touring Agreement first, before Team Members will have the option to. 

Where is the Touring Agreement available? 

Zillow offers a state-specific Touring Agreement that’s integrated into the touring process for Standard and Real-Time Touring connections. Premier Agent partners can choose to have it automatically sent to touring clients or send it manually anytime from the Premier Agent app or Follow Up Boss.

Additionally, agents can access the downloadable version of the Touring Agreement PDF for each state here, which can be used with their non-Zillow connections. 

Below is the list of states where the Touring Agreement is currently available. 

  • Alabama
  • Alaska
  • Arkansas
  • Arizona
  • California
  • Connecticut
  • DC*
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Missouri
  • Minnesota
  • Mississippi**
  • Montana
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming

*District of Columbia territory
** Only available as a PDF, not integrated into the tour connection expereince

The list above will be updated as soon as more states become available.


When will the Touring Agreement be available to the other states?

Zillow is engaged in discussions with state regulators and industry stakeholders in the remaining states and will provide updates once the Touring Agreement is made available in additional states.


What’s Zillow’s solution for the remaining states?

Zillow recommends that agents in the remaining states reach out to their state regulators and associations to get guidance on what form to use.

 

Frequently Asked Questions

Question Answer
When will the Touring Agreement be available to the other states? Zillow is engaged in discussions with state regulators and industry stakeholders in the remaining states and will provide updates once the Touring Agreement is made available in additional states.
What’s Zillow’s solution for the remaining states? Zillow recommends that agents in the remaining states reach out to their state regulators and associations to get guidance on what form to use.
Is the Touring Agreement property specific? Is it necessary to have multiple signed touring agreements if a buyer has multiple tour requests? No. The Touring Agreement also serves to prevent the same buyer and agent from having to sign new agreements for each new home tour within the 7-day period.
Can the 7-day agreement be extended? What happens if the buyer wants to tour a home with the agent after the 7-day period? The Touring Agreement can be extended by clicking “resend agreement”.
Can agents edit the Touring Agreement? Can it be customized? Currently, the Touring Agreement is not able to be customized. Agents are able to edit the Brokerage name, Agent name, license number, and date fields in the form.
How is Zillow educating buyers about the NAR changes and the Touring Agreement?

Zillow provides buyers with information about what a Touring Agreement is, and answers to frequently asked questions (see reference image below) that they can review when they receive the agent’s signed Touring Agreement. 

Once the buyer signs the Touring Agreement, Zillow will send them an email with more information and resources such as this blog to guide them on next steps.

Zillow is also educating buyers about the NAR changes and the value of working with a buyer’s agent through social media posts and other consumer resources such as this page and other communications.
What does the buyer see if they are connected with a partner who has not activated the Touring Agreement? If the agent is not using our Touring Agreement - buyers will not receive Zillow-branded comms asking them to sign an agreement.
Can Referral Agents activate the Touring Agreement? Not at this time. We are currently working on enabling the Touring Agreement for referral agents and will share an update when available.
I see the button to Send Agreement on my Contacts page but I am unable to send it, why?

The Touring Agreement currently only works for Zillow sourced leads, we are working on a solution for Trulia sourced leads.

Agents can identify if a lead is Trulia sourced by opening the Contact page and checking on the right hand side, above the “View Contact” blue button.
Why is Mississippi not integrated into the tour connection experience?

Mississippi requires that the ‘Mississippi Working with a Real Estate Broker’ disclosure is sent before or at the same time as the Touring Agreement. Since the functionality to support something like this would require a completely new experience flow, Zillow is making the PDF available to agents.
What do Mississippi agents need to do to use the Touring Agreement?

Mississippi agents can download the PDF of the Mississippi state-specific Touring Agreement to send to their touring connections prior to a scheduled tour. State law requires that the ‘Mississippi Working with a Real Estate Broker’ disclosure form is provided to a client before any agreement is entered into. The form can be found here.

Can I send the Touring Agreement from the Premier Agent app?

Yes, as of Oct 4, agents can manually send the Touring Agreement from the PA mobile app. Please make sure you are using the latest version of the PA app, then follow these steps:


1. On the PA app, go to the Contact
2. Click in Appointments > View appointments
3. From there you will be able to see the Touring Agreement status for each Tour appointment, and manually send the Touring Agreement from there.
Can I send the Touring Agreement from the FUB mobile app? Today, Follow Up Boss users will only be able to send the Touring Agreement out from FUB via desktop only. If you wish to send it out using their mobile device, they should use the PA app.

 



Related articles