Agent Update: zipTMS opt-in

Many of our brokerage offices will soon be rolling out zipTMS, which offers agents a highly convenient option to manage their real estate transactions. zipTMS offers the option for your buying and selling clients to digitally complete their contracts and onboarding paperwork.

Within the onboarding paperwork, there will be an opt-in form featuring two HomeSuite services: John Adams Mortgage and Insurance One. By opting-in to this form, your client is saying “yes” to the opportunity to connect with one of our mortgage specialists and insurance reps.

Here are some details to know about this opt-in form:

It creates the opportunity to connect.

Opting-in to this form simply grants our mortgage and insurance specialists the permission to contact your client. It is not enrolling your client into HomeSuite itself.

There are two versions of this form.

There is a buyer version and a seller version due to varying incentives (see below). Each version has already been organized into their respective folders within zipTMS. You shouldn't have to worry about this, but we wanted you to be aware.

Buyers can save $500.

Buyers who opt-in to our form in zipTMS and commit to working with John Adams are eligible to receive a $500 lender credit to be applied to their closing costs and pre-paid items. To receive the $500 lender credit, buyers must opt-in via the zipTMS form. This form can be submitted to us digitally or can also be printed, wet signed and delivered to us.

Sell/Buy clients can receive up to $1100 worth of incentives.
($1000 Lender Credit + $100 Second Look gift card)

Sellers who work with us can receive a $1000 lender credit to be applied to the closing costs of their next home. They can also choose to transfer this credit to their buyer (who is working with us).

If your Sell/Buy client is thinking of using another mortgage company, we'll give them a $100 Home Depot gift card just to connect with us so we can meet or beat their current quote.

This opt-in is built to save you time.

When your client opts-in via this form, their contact info is automatically sent to your designated mortgage specialist, who will later bring in the insurance specialist further along in the experience. This is meant to save you time from having to make multiple introductions and calls.

Does the client have to talk to both a mortgage and insurance specialist?

The short answer is, “no.” Here’s how the process will work. After opting-in, your client’s contact info will be passed on to the John Adams loan officer that you have chosen to refer. The John Adams loan officer will reach out to your client to tell them about the incentives written about above. If your client is interested in working with them, they will start the mortgage application process.

The loan officer will then make the introduction to an Insurance One representative. If your client does not want insurance, then the loan officer will not make the connection and continue onward with the mortgage services.

If your client only wants insurance and not mortgage, we recommend that they “opt-out” of this form . Please simply introduce them to the Insurance One agent that you typically work with and they will take care of your client.

What’s our recommendation? Having a conversation never hurts. By talking with both a mortgage specialist and an insurance rep, your client could potentially save a lot of money. At the end of the day, we’re just here to support buyers and sellers in the best way possible.

What about the other two HomeSuite services, Capital Title and Rental Management One?

Capital Title is not a part of this opt-in because they do not practice direct outreach with the client - usually the agent chooses which title company to use. Of course, we are always grateful when you choose to work with Capital Title.

Rental Management One is not a part of this opt-in because its service is not engaged at this stage of the client’s experience. This opt-in is designed to fulfill your client’s immediate needs based on where they are in the transaction, which is connecting with a great lender and insurance provider.

If you have any further questions at all, please email homesuite@realestateone.com and we will put you in touch with the person that can help you best.