Year to Date · January 1 – October 14 · contracts and connections cut at the same day
Buyer Connections
2,087
Zillow Preferred, YTD
ZHL Transfers
194
9.3% of connections — goal is 10%
Eligible Met-Withs
530
25.4% of connections · 33% adj. for land
Team CSAT
92.4
Zillow's official team score
Contracts Written
142
127 closed · 15 under contract · 12 written in September · 8 so far in October · +0 since 10/14
Dollar Volume
$36,798,910.00
avg $259,147.25 per side
Closing Rate · last 90 days
9.1%
43.0 contracts written ÷ 474 Zillow leads received · goal 8.5% · year to date 6.8%
Agent Take (est.)
$459,986.38
volume × 1.25%
The Buyer Funnel, Year to Date
Contracts Written by Month (Back Office) & Connections — against a 200-connection month
How to read the bars: the dark bar is the number of Zillow contracts written in
that month — the month the contract was accepted, from Back Office, cancelled files taken out. The light bar is sides that
closed that month. A normal month brings about 200 connections; August came in at
181 and September finished at 171. October's bars are its first 14 days —
65 connections and the 8 contracts written through the 14th.
Where a Back Office file has no acceptance date, the date the file was opened stands in for it — on files that carry
both dates they fall within a day of each other. A file still marked opportunity counts only once it carries a real acceptance
date.
The last 90 days are closing at 9.1% — at the 8.5% goal.
Counted our way — Zillow leads received in Follow Up Boss over the last 90 days against contracts written in Back Office
over the same 90 days — the team wrote 43.0 contracts on 474 leads, 9.1%.
That is the number with no lag in it and no one else's arithmetic, and it is ahead of the 6.8% year-to-date
rate because the summer has been stronger than the spring.
Mar is still the year's best contract month at 22.
September wrote 12 contracts and closed 20 sides, tied for
the most closings of any month this year. October has written 8 through the 14th, and
7 pending files are scheduled to close before the month is out.
ZHL Transfers (Zillow Home Loans introductions) — Year to Date
Transfer Rate
9.3%
194 ÷ 2,087 connections · goal 10% · floor 7%
Transfers per Met-With
36.6%
194 ÷ 530 met-withs · window 41.7%
Pre-Approvals
39
2026 leads · 65 credit pulls
Locks / Funded
13 / 9
2026 leads
The number that cannot be gamed is percentage transferred.
What a transfer is: a live introduction of your buyer to a Zillow Home Loans loan officer. It is
not a contract, not a closing, and not a sale. Every percentage in this section is
transfers ÷ connections — how many of the leads we were handed got introduced to ZHL.
Contracts and closings are a different measure and live on the Overview and Production tabs.
Do not confuse this with the High / Fair / Low rating on Zillow's weekly Agent Performance Report
(pulled 10/16, per-agent detail with Mark and Russell). That rating tracks sale conversion
— Zillow's predicted buy-side CVR, which runs 2.7%–5.9% per agent — and it has nothing to do with ZHL
transfers. Zillow says so in its own header on that report: everything on it is informational
except ZHL Contact Rate and Engaged Transfer Rate, which are the only two lines that enter a Flex performance
review. The transfer rate is the one that decides our lead supply.
We ran 6.4% in May and 8.1% in June against a 10% goal. July finished at
11.2% on 233 connections — over the goal. August finished at
6.6% on 181 connections on Zillow's lead feed, and it is thinner than that:
3 of August's 12 transfers arrived from Zillow carrying a transfer date earlier than the
lead's own start date. Count only the 9 that survive a sanity check and August ran
5.0%. Zillow's own dashboard in Follow Up Boss read August at
7 transfers on 182 connections — 3.8%.
September finished at 15 transfers on 171 connections (8.8%) on the lead feed,
with 4 ZHL pre-approvals on September leads. October through the 14th: 5 on 65.
The introduction happens at the met-with. That is the whole playbook.
A data note worth one minute, because it affects every rate on this page.
We started checking transfer dates against lead dates five weeks ago and found two bad rows in August. Running that same
check across the whole year turns up 21 of the 131 transfers in Zillow's raw
feed — 16.0% — carrying a transfer date that precedes the lead's own start date. A lead cannot
transfer before it exists. This is not one agent and it is not one month; it runs across the roster and back through the
spring.
Nothing here is anyone's fault and no agent should read this as a mark against them. It is Zillow's
reporting, not our work. It is on this page for one reason: when a transfer rate on any Zillow dashboard disagrees with what
you know you did, this is very often why. Mark is raising it with the Growth Advisor.
Zillow’s Scoreboard — the 90-Day Window They Actually Grade
Current Window · Jul + Aug + Sep · locked Oct 1
9.1%
53 transfers on 585 connections — ABOVE FLOOR · Zillow’s lead feed, September complete; dashboard grade not yet read
Next Window · Aug + Sep + Oct · locks Nov 1
7.7%
August and September already in: 27 transfers on 352 connections · October through the 14th: 5 on 65
October’s Floor Requirement
12
October transfers needed to hold 7% if the month brings 200 connections · 29 would reach 10%
The July–September window is in. October now carries the next grade.
Zillow looks at completed calendar months only, added together over a trailing 90 days.
July + August + September locked on October 1. On Zillow’s lead feed it reads
9.1% — 53 transfers on 585 connections, ABOVE FLOOR. Zillow’s
own dashboard sets the official grade and counts a little differently; its final reading for this window will be added once the
dashboard is read again.
The next window is August + September + October and it locks November 1. August and September are already
in it at 27 transfers on 352 connections — 7.7%, below the floor before October starts.
If October lands on the 200 connections we normally expect, the month needs
12 transfers to hold the 7% floor and about 29 to reach 10%.
Through October 14 the month has 5 transfers on 65 connections.
Here is the number to sit with. August, at 12 transfers on 181 connections, is the
thinnest month of the year for introductions, and it stays in the next window. September turned the pace around at
8.8%. October has to do the same, and it starts with every buyer you sit down with hearing the introduction.
The Graded Window by Agent — July + August + September
| Agent | Connections | Met-Withs | Met-With % | Transfers | Transfer Rate | Transfers per Met-With | YTD Xfr / Met-With |
| Tammy Diaz | 45 | 9 | 20.0% | 9 | 20.0% | 100.0% | 48.8% |
| Betty Hughes | 39 | 6 | 15.4% small n | 5 | 12.8% | 83.3% | 78.9% |
| The Cardinal Home Team | 73 | 15 | 20.5% | 8 | 11.0% | 53.3% | 35.7% |
| Jens Pilz | 45 | 10 | 22.2% | 5 | 11.1% | 50.0% | 41.7% |
| Megan McDonald | 11 | 2 | 18.2% small n | 1 | 9.1% | 50.0% | 35.3% |
| Brittany Walker | 16 | 4 | 25.0% small n | 2 | 12.5% | 50.0% | 39.4% |
| Shonda Ballard | 56 | 15 | 26.8% | 7 | 12.5% | 46.7% | 48.3% |
| Russell Barber | 52 | 10 | 19.2% | 3 | 5.8% | 30.0% | 27.0% |
| Colin Lowey | 44 | 15 | 34.1% | 4 | 9.1% | 26.7% | 31.2% |
| Tracy Martin | 65 | 8 | 12.3% low met % | 2 | 3.1% | 25.0% | 23.5% |
| Jill Welker | 15 | 5 | 33.3% small n | 1 | 6.7% | 20.0% | 45.0% |
| Tyler Leis | 39 | 13 | 33.3% | 2 | 5.1% | 15.4% | 23.1% |
| Lisa Roberts | 26 | 6 | 23.1% small n | 0 | 0.0% | 0.0% | 20.8% |
| TEAM TOTAL | 585 | 127 | 21.7% | 53 | 9.1% | 41.7% | 36.6% |
This is the window Zillow is grading right now — the same July + August + September months that locked
on the 1st, broken out agent by agent. Year-to-date standings are further down the page; use those for the season,
use this for the conversation you are having today.
Transfers per Met-With is the honest version of the transfer rate. Transfer rate divides by every
connection, including the ones that never answered the phone. This divides by the buyers an agent actually
sat down with — the moment the ZHL introduction is supposed to happen. Team-wide that is
41.7% for the window and 36.6% year to date: roughly one in three
buyers we meet gets introduced to Zillow Home Loans. Two in three do not.
Met-With % is the column to read first, and the two flags are not the same thing.
low met % means the agent met with fewer than 15% of their connections against a team
window rate of 21.7% — they are not getting in front of people, and no transfer
number can be fixed until that is. small n means fewer than 8 met-withs, so the
Transfers-per-Met-With percentage swings ten points on a single deal; it is a reliability caveat, not a criticism.
A row carrying only small n with a healthy Met-With % is a small book, not a problem
A row carrying
both flags is the one to work.
Met-with counts keep growing for six to eight weeks after a lead arrives, so August's denominator is still
filling in and every window percentage here will drift as it does.
Source: Zillow's raw lead feed, counted by the month the lead arrived — 53 transfers
on 585 connections. Zillow's own dashboard inside Follow Up Boss, the number that actually sets the grade, has
the same window at no final reading yet (the dashboard was last read 9/8, before September was in). Coach off the agent split; quote the dashboard for the grade.
Rachel and Mark are shown as one row, The Cardinal Home Team. The Zillow entity row is excluded from
the ranked list and included in the team total.
Transfer Rate by Month — transfers ÷ connections, not closings
Monthly Trend
| Month | Connections | Transfers | Transfer Rate | Met-Withs | Met-With % | Contracts Written |
| Jan FROZEN | 165 | 16 | 9.7% | 48 | 29.1% | 12 |
| Feb FROZEN | 249 | 23 | 9.2% | 75 | 30.1% | 16 |
| Mar FROZEN | 288 | 28 | 9.7% | 75 | 26.0% | 22 |
| Apr FROZEN | 248 | 34 | 13.7% | 62 | 25.0% | 13 |
| May | 251 | 16 | 6.4% | 69 | 27.5% | 15 |
| Jun | 236 | 19 | 8.1% | 62 | 26.3% | 16 |
| Jul | 233 | 26 | 11.2% | 54 | 23.2% | 12 |
| Aug | 181 | 12 | 6.6% | 40 | 22.1% | 16 |
| Sep | 171 | 15 | 8.8% | 33 | 19.3% | 12 |
| Oct MTD | 65 | 5 | 7.7% | 12 | 18.5% | 8 |
August: 181 connections, 12 transfers, 40 met-withs,
16 contracts written. Met-withs on August leads are still arriving, which is normal for a month
that only just closed. September is complete on the feed; October is 14 days of leads, marked MTD. This
table runs on Zillow's raw lead feed, now through 10/14. Zillow's own dashboard counts a little differently — it showed August
at 182 connections and 7 transfers. The scoreboard cards above use the lead feed this week because the dashboard
has not been readable since September 8. Contracts Written is now our own count from Back
Office by the month the contract was accepted — not Zillow's logged-transaction count.
January, February and March are marked FROZEN — Zillow has pruned those months out of its raw feed, so they are held at
their last verified numbers rather than allowed to shrink. Met-with percentage always reads low for the most recent month;
leads take weeks to reach a met-with.
Agent ZHL Standings — Year to Date
| Agent | Connections | Transfers | Transfer Rate | Rating | Elig. Met-With | Xfr per Met-With | Elig. Met % | Adj. Met % | PAs | PA per Met-With |
| Tammy Diaz | 115 | 20 | 17.4% | 🏆 | 41 | 48.8% | 36% | 47% | 3 | 7% |
| Brittany Walker | 98 | 13 | 13.3% | ⭐ | 33 | 39.4% | 34% | 41% | 3 | 9% |
| Colin Lowey | 115 | 15 | 13.0% | ⭐ | 48 | 31.2% | 42% | 48% | 6 | 12% |
| Jill Welker | 70 | 9 | 12.9% | ⭐ | 20 | 45.0% | 29% | 42% | 0 | 0% |
| Jens Pilz | 121 | 15 | 12.4% | ⭐ | 36 | 41.7% | 30% | 36% | 1 | 3% |
| Betty Hughes | 128 | 15 | 11.7% | ✅ | 19 | 78.9% | 15% | 19% | 2 | 11% |
| Shonda Ballard | 142 | 14 | 9.9% | ⚠️ | 29 | 48.3% | 20% | 26% | 2 | 7% |
| The Cardinal Home Team | 236 | 20 | 8.5% | ⚠️ | 56 | 35.7% | 24% | 33% | 6 | 11% |
| Megan McDonald | 75 | 6 | 8.0% | ⚠️ | 17 | 35.3% | 23% | 27% | 2 | 12% |
| Russell Barber | 137 | 10 | 7.3% | ⚠️ | 37 | 27.0% | 27% | 37% | 1 | 3% |
| Tyler Leis | 95 | 6 | 6.3% | ❌ | 26 | 23.1% | 27% | 35% | 3 | 12% |
| Lisa Roberts | 93 | 5 | 5.4% | ❌ | 24 | 20.8% | 26% | 34% | 2 | 8% |
| Tracy Martin | 156 | 8 | 5.1% | ❌ | 34 | 23.5% | 22% | 29% | 2 | 6% |
| TEAM TOTAL | 2,087 | 194 | 9.3% | ⚠️ | 530 | 36.6% | 25% | 33% | 39 | 7% |
🏆 team leader · ⭐ 12%+ · ✅ 10–11.9% · ⚠️ 7–9.9% · ❌ under 7%
Adj. Met % is the honest denominator: it divides met-withs by each agent's own eligible (rooftop)
connections — their land/lot inquiries, measured lead by lead in our CRM, come out first. Team-wide about
23% of connections are land, but it ranges from roughly 13% to 32%
by agent. The full land breakout is on the Eligible Connections tab.
Xfr per Met-With is transfers ÷ eligible met-withs — of the buyers an agent actually sat
down with, how many got introduced to Zillow Home Loans. It is the fairer read of the two: transfer rate divides by
every connection, including the ones that never picked up. The graded-window version of this column is in
The Graded Window by Agent higher up the page.
PA per Met-With is pre-approvals ÷ eligible met-withs — of the buyers an agent actually
sat down with, how many carried the ZHL introduction all the way to a pre-approval.
Team total includes production from agents not shown individually. One agent is off the ranked list by broker
instruction; their numbers remain in every team total.
Method note: connections are 2026 leads; transfers are those same 2026 leads later transferred — the
cohort basis Zillow grades on. Read the transfer counts rather than small rate wobbles.
⚠️ Zillow has begun pruning April out of its lead feed. Team totals hold January through April at
their verified numbers. Individual rows do the same: each agent's January and February come from the July 31 feed, March from
August 28, and April from September 25. Individual January figures remain partial because January was pruned before any
complete copy was saved; the team total is complete.
⚠️ 3 of August's 12 transfers arrived with dates that cannot be right. They carry a
transfer date earlier than the date the lead itself came in. A lead cannot be introduced before it exists, so those
are read as questionable rather than counted as wins. 9 of August's transfers verify cleanly.
Eligible Connections — Taking the Land Out, Lead by Lead
Connections YTD
2,087
everything Zillow sent us
Land Connections
476
23% of connections — measured, not assumed
Eligible (Rooftop) Connections
1,611
connections with a home to meet at
Met-With Rate, Eligible
33%
vs 25% when land counts against us
Where these numbers come from.
Every 2026 Zillow lead in our CRM was checked one at a time for what the buyer actually inquired on:
a property with 0 bedrooms and 0 baths is land. That gives every agent their own measured land share
— no more flat guess. The CRM matched 1,692 leads against Zillow's raw feed
(essentially one-for-one), and the scan refreshes weekly, so this page will always reflect the current mix.
Why it matters: a met-with only happens when there's a home to meet at. Judging met-with rates against raw
connections quietly punishes whoever drew the most land. This table levels that field.
Agent by Agent — sorted by met-with rate on eligible connections
| Agent | Connections | Land | Land Share | Eligible (Rooftop) Cxns | Met-Withs | Raw Met % | Eligible Met % | Deals | CVR All Leads | CVR on Met |
| Colin Lowey | 115 | 16 | 13% | 99 | 48 | 42% | 48% | 13.5* | 11.7% | 28% |
| Tammy Diaz | 115 | 28 | 24% | 87 | 41 | 36% | 47% | 8.5* | 7.4% | 21% |
| Jill Welker | 70 | 23 | 32% | 47 | 20 | 29% | 42% | 2.5* | 3.6% | 12% |
| Brittany Walker | 98 | 17 | 17% | 81 | 33 | 34% | 41% | 5* | 5.1% | 15% |
| Russell Barber | 137 | 37 | 27% | 100 | 37 | 27% | 37% | 21.5* | 15.7% | 58% |
| Jens Pilz | 121 | 21 | 18% | 100 | 36 | 30% | 36% | 6 | 5.0% | 17% |
| Tyler Leis | 95 | 21 | 22% | 74 | 26 | 27% | 35% | 4 | 4.2% | 15% |
| Lisa Roberts | 93 | 22 | 24% | 71 | 24 | 26% | 34% | 4* | 4.3% | 17% |
| The Cardinal Home Team | 236 | 66 | 28% | 170 | 56 | 24% | 33% | 16.5* | 7.0% | 29% |
| Tracy Martin | 156 | 40 | 25% | 116 | 34 | 22% | 29% | 9 | 5.8% | 26% |
| Megan McDonald | 75 | 11 | 15% | 64 | 17 | 23% | 27% | 6* | 8.0% | 35% |
| Shonda Ballard | 142 | 31 | 22% | 111 | 29 | 20% | 26% | 9.5* | 6.7% | 33% |
| Betty Hughes | 128 | 28 | 22% | 100 | 19 | 15% | 19% | 5.5* | 4.3% | 29% |
| TEAM TOTAL | 2,087 | 476 | 23% | 1,611 | 530 | 25% | 33% | 142 | 6.8% | 27% |
Land Share is each agent's own measured percentage from the CRM scan; Eligible Cxns = connections × (100% − land share).
CVR All Leads = deals ÷ connections; CVR on Met = deals ÷ met-withs —
Deals are Zillow contracts written January 1–October 14 from Back Office, credited to the agents named on the file.
* shared deal, half credit: when two Zillow-team agents work one deal, each gets half of it. Deals include contracts dug out of older leads, so an agent strong at attic-mining reads
slightly hot on CVR.
The Cardinal Home Team is one combined row. Team totals include production from agents not shown individually.
The ZHL tab's Adj. Met % column runs on these same measured numbers.
The haircut is not equal — and that's the point of this page.
Land share runs from 13% (Colin Lowey) to 32% (Jill Welker)
— more than a two-to-one spread on the same lead source. An agent carrying a third of their leads as land
starts every scoreboard 15 points behind an agent who drew mostly houses.
When you look at the Eligible Met % column, you're finally comparing apples to apples.
And the mix you're handed is not entirely luck. Zillow steers connection quality by performance
rating: as an agent's rating slides, the leads coming in get weaker — lower intent, lower price point, and
more dirt. That's the flywheel to respect: a soft stretch earns you a worse lead mix, the worse mix drags your raw
numbers further, and the rating slides again. The way out is the same door as the way in — convert what you're
handed, because strong conversion turns the same flywheel in your favor.
And land isn't garbage — dirt deals close too. But they don't produce met-withs, so they don't belong
in the met-with denominator.
Agent Standings — Year to Date, sorted by contracts written
| Agent | YTD Connections | Met-With % (YTD) | Met Rate (90d) | YTD Contracts | Closing Rate | YTD Volume | Agent Take (est.) | CSAT |
| Russell Barber | 137 | 27.0% | 19% | 21.5* | 15.7% | $7,434,380.00 | $92,929.75 | 89 |
| The Cardinal Home Team | 236 | 23.7% | 21% | 16.5* | 7.0% | $4,073,500.00 | $50,918.75 | 90 |
| Colin Lowey | 115 | 41.7% | 39% | 13.5* | 11.7% | $4,390,700.00 | $54,883.75 | 91 |
| Shonda Ballard | 142 | 20.4% | 26% | 9.5* | 6.7% | $2,856,450.00 | $35,705.62 | 88 |
| Tracy Martin | 156 | 21.8% | 9% | 9 | 5.8% | $1,944,900.00 | $24,311.25 | 83 |
| Tammy Diaz | 115 | 35.7% | 18% | 8.5* | 7.4% | $2,112,500.00 | $26,406.25 | 90 |
| Megan McDonald | 75 | 22.7% | 14% | 6* | 8.0% | $2,164,900.00 | $27,061.25 | 91 |
| Jens Pilz | 121 | 29.8% | 29% | 6 | 5.0% | $1,304,400.00 | $16,305.00 | 90 |
| Betty Hughes | 128 | 14.8% | 23% | 5.5* | 4.3% | $1,360,790.00 | $17,009.88 | 92 |
| Brittany Walker | 98 | 33.7% | 33% | 5* | 5.1% | $2,399,540.00 | $29,994.25 | 88 |
| Lisa Roberts | 93 | 25.8% | 11% | 4* | 4.3% | $1,723,000.00 | $21,537.50 | 84 |
| Tyler Leis | 95 | 27.4% | 37% | 4 | 4.2% | $1,025,000.00 | $12,812.50 | 91 |
| Jill Welker | 70 | 28.6% | 28% | 2.5* | 3.6% | $1,309,500.00 | $16,368.75 | 91 |
| TEAM TOTAL | 2,087 | 25.4% | 23% | 142 | 6.8% | $36,798,910.00 | $459,986.38 | 92.4 |
Agent Take is an estimate: volume × 1.25%. Rachel and Mark's numbers are shown as one combined row — The Cardinal Home Team.
CSAT is each agent's L180 score from Zillow's Agent Scorecard; The Cardinal Home Team's CSAT is the straight average
of both agents' scores. CSAT colors: dark green 92+ (95+ gets the gold ring), light
green 90–91, yellow 88–89, red under 88. The team figure is
Zillow's official weighted team score — it is not an average of the agent column. Zillow's live
team-CSAT cell is currently erroring in their workbook, so the most recent official score is carried until they repair it.
Met Rate (90d) is met-withs ÷ live connections over the last 90 days.
YTD Contracts are Zillow contracts written January 1–October 14, counted from Back Office by contract date,
cancelled files out. * shared deal, half credit: when two Zillow-team agents work one deal together, each gets
half of it here; volume still counts in full for both. The team total counts every file once. Closing Rate is YTD contracts ÷ YTD connections — the same
8.5% goal the team is measured against, agent by agent. Green is at or above 8.5%, yellow
5–8.4%, red under 5%. Team totals include production from agents not shown as individual rows.
CSAT and Met Rate (90d) are from Zillow's Agent Scorecard, pulled 10/16.
What this table says
Connections are handed out fairly evenly — look at the Connections column. What separates the top of this table
from the bottom is what happens after the connection: the met-with. The 90-day Met Rate column is the one to
find your name in. Customer scores: Betty Hughes tops the team at 92, followed by Tyler Leis and Megan McDonald and Jill Welker and Colin Lowey at 91.
This Week's Spotlights
Measured on the last 90 days, not the year — this is about who is working right now.
Russell Barber — the most contracts written in the last 90 days
10* contracts on
40 Zillow leads received over ninety days — a 25.0%
closing rate, close to three times the 8.5% goal, and another went under contract this week.
When the buyer is in front of you, write the offer. That is the conversion the rest of this page is asking for.
Betty Hughes — above goal on both scoreboards
Over the last 90 days, 3.5*
contracts on 32 leads received — 10.9%, over the 8.5% closing
goal, with 4 offers written. In the July–September ZHL window she made 5
transfers on 39 connections — 12.8%, over the 10% goal.
Conversion and the introduction, both above the line. That is the whole scorecard.
Jens Pilz — over 10% on transfers, year to date and in the window
15 ZHL transfers on 121 connections this year —
12.4%, and 5 on 45 (11.1%) in the July–September window, both
over the 10% goal. 10 met-withs from 15 appointments in the last ninety days.
Steady introductions month after month. That is what protects the lead supply for everyone.
The Garage Door Number — When Our Buyers Actually Sign
≤14 days
37
37% of 101 sides
15–30 days
17
cumulative 30-day: 53%
31–60 days
18
cumulative 60-day: 71%
90+ days
25
25% — the attic money
All 101 transactions Zillow logged in 2026 through July 23 (its workbook's last entry), days from connection to contract. 25% of this
year's business came from leads more than 90 days old — buyers most teams would have stopped calling.
The full agent-by-agent honor roll is on the Focus tab.
Seller Program — Zillow’s live report, last read 9/8
Seller Transactions, L6M
1
against a target of 2 — 50%, rated Poor
Showcase Rate, L3M
100%
1 of 1 — rated High
August Seller Transactions
0
0 showcased listings in the month
The six-month seller target is still rated Poor: one seller transaction closed in six months
against a target of two. The showcase rate is 100%, but on a single listing — a perfect score on almost no volume.
Seller is the widest open ground on this team.
Ops Health — Zillow’s live report, last read 9/8
FUB Compliance
Strong
17 of 17 agents
Pay on Time, L3M
98.2%
rated Fair
Closing Doc Submission, L3M
87.2%
34 of 39 — rated Fair
Closing documents: 34 of 39 uploaded,
87.2%, rated Fair. 5
are still missing, and it is the one rating on this page that is pure paperwork. Pay on time reads
98.2% and Fair. Seller and Ops figures are Zillow's reading of September 8; they refresh
on the next pull of Zillow's live report.
Standing Talking Points
• The 10% transfer rate protects your lead supply. It's the math Zillow uses to decide who gets connections.
• The ZHL introduction belongs in the met-with conversation — face to face, not at the first door and not over text. It's an introduction, not a commitment.
• Log the met-with the day it happens. An unlogged met-with hides your work and quietly lowers the bar we're graded against.
• Your job is the handoff. Everything after that is the LO's job.
The scoreboard held. The conversion rate is the number to move.
The ZHL window that locked October 1 reads 9.1% on Zillow's lead feed, above the floor. This is the number to move: year to date we
are converting 6.8% of connections into contracts against a standing goal of 8.5%, and the last
90 days are running 9.1% — proof the goal is within reach of this same team. What separates those two
numbers is the same thing that slipped in May and June: the met-with. This page is the math on what that one
habit is worth.
The Benchmark — What This Team Has Already Done
Live Connections
882
Nov 2024 – Apr 2025
Transactions
75
same six months
Conversion Rate
8.5%
the standing goal — we've done it before
Where We Are Now
6.8%
142 contracts on 2,087 connections, Jan 1–Oct 14 · last 90 days 9.1%
Where It Actually Breaks
Follow the met-with line.
In February we met with 30.1% of our connections. In July, 23.2%
(August and September are still filling in as met-withs get logged).
Had July held February's rate, we would have sat down with 16 more buyers that month.
The contract gets written after you meet the buyer. The ZHL introduction happens when you meet the buyer.
Fewer met-withs, fewer contracts and fewer transfers — the same line explains both.
And it is not the market: over the last 90 days the met-with rate inside this team ran from
9% at the bottom to 39% at the top — a 5-fold spread on the
same leads, in the same county. Team average: 23%. Your Met Rate (90d) is on the Agent Standings tab.
What It's Worth
| If our closing rate were… | YTD contracts | Additional sides | Additional volume | Additional agent take |
| 6.8% — where we are | 142 | — | — | — |
| 8.5% | 177 | +35 | $9,172,517.04 | $114,656.46 |
| 10.0% | 209 | +67 | $17,285,121.81 | $216,064.02 |
| 12.0% | 250 | +108 | $28,101,928.17 | $351,274.10 |
Same 2,087 connections. Same agents. Same market. Based on our actual average of
$259,147.25 per side and agent take at 1.25% of volume — roughly $3,239.34 per additional transaction.
Moving from 6.8% to 8.5% is not a heroic number. It is one more met-with per agent per month.
🏡 Attic Money Honor Roll — ranked by average days to conversion
| Agent | 2026 Sides (Zillow, thru 7/23) | Avg Days | ≤14d | 15–30d | 31–60d | 61–90d | 90+d | Attic Money Found |
| 🥇 Jens Pilz | 3 | 229 | 1 | 0 | 1 | 0 | 1 | 641d - $200k - Jun |
| 🥈 Megan McDonald | 4 | 168 | 0 | 1 | 1 | 0 | 2 | 328d - $421k - May 262d - $388k - Mar |
| 🥉 Tracy Martin | 9 | 159 | 1 | 2 | 2 | 0 | 4 | 514d - $375k - Jul 240d - $230k - May 282d - $355k - Jun 247d - $199k - Apr |
| Jill Welker | 4 | 134 | 1 | 2 | 0 | 0 | 1 | 492d - $645k - Jun |
| Colin Lowey | 8 | 89 | 3 | 1 | 2 | 0 | 2 | 160d - $334k - May 419d - $120k - Mar |
| Russell Barber | 10 | 85 | 8 | 0 | 0 | 0 | 2 | 359d - $10k - Apr 432d - $230k - Feb |
| Tammy Diaz | 8 | 62 | 2 | 1 | 3 | 1 | 1 | 271d - $250k - Mar |
| Tyler Leis | 3 | 51 | 0 | 1 | 1 | 1 | 0 | — |
| Shonda Ballard | 7 | 46 | 3 | 2 | 1 | 0 | 1 | 227d - $22k - Mar |
| Lisa Roberts | 6 | 40 | 1 | 2 | 2 | 0 | 1 | 113d - $170k - Jan |
| The Cardinal Home Team | 11 | 36 | 7 | 0 | 2 | 1 | 1 | 182d - $450k - May |
| Betty Hughes | 2 | 34 | 1 | 0 | 0 | 1 | 0 | — |
| Brittany Walker | 5 | 15 | 3 | 2 | 0 | 0 | 0 | — |
Days from connection to contract, all 2026 transactions. A high average is a badge of honor
here — it means you went back up into the CRM attic and pulled out buyers everyone else forgot. Jens turned a
641-day-old lead into a $200,000.00 contract. Fast floor money is good money too — this table celebrates the diggers,
it doesn't knock the sprinters.
What Changes This Week
Three things. All of them inside your control.
- Book one more met-with than you did last week. One. Team-wide that is roughly 16 additional
appointments a month — exactly the ground we gave up between February and June.
- Make the ZHL introduction face to face, at the met-with. The Aug–Sep–Oct window that locks
November 1 starts at 7.7%, because August was the thinnest month of the year. October needs about
12 transfers to hold 7%. Every buyer you sit down with this month should hear the ZHL
introduction.
- Go up in the attic once this week. 25% of this year's closings came from 90+ day
leads. Pick three names you haven't called in 45 days and call them before Monday's huddle.
The one thing to walk away with
We have the leads — 2,087 this year, and August came in at 181 against the
200 we expect. The buyers we meet like us — a 92.4 CSAT. On our own count this team wrote
142 Zillow contracts from January 1 through October 14; September wrote 12 and October has
8 through the 14th. The only link in the chain that is ours to fix is getting in front of
them — the met-with — and moving 6.8% to 8.5% is one more of those per agent per month.
Next meeting: Friday, October 23.