Zillow Flex Team Report
BHHS Florida Showcase Properties · Zillow Flex team
Friday, August 28, 2026 · Team Meeting Edition Next meeting Friday, September 11
ZHL leads through 8/25 · BoldTrail live 8/28 · Flex transactions stale since 7/23 (5 weeks)
Meeting day. Connections and transfers are current through 8/25 and BoldTrail is live this morning. Transactions are not current: Zillow's reporting workbook has not logged a single new transaction since July 23 — five weeks — and this week it re-stamped its own date without adding any data, so every YTD transaction and volume figure on this report is a floor, not a total. BoldTrail is the honest read on production and it is on the Momentum tab. One caution on any agent's row: when Zillow drops an old lead from its feed it drops that lead's transfer with it, so a transfer count can fall without anyone doing anything wrong. Read the counts, not the small rate wobbles — and see the data note on the ZHL tab about transfer dates.
Year to Date · January 1 – August 28, 2026
Buyer Connections
1,827
Zillow Preferred, YTD
ZHL Transfers
168
9.2% — goal is 10%
Eligible Met-Withs
462
25.3% of connections · 32% adj. for land
Team CSAT
92.4
Zillow's official team score
Transactions
101 + 26
88 closed · 13 pending — plus at least 26 August sides Zillow's workbook still has not written back
Dollar Volume
$26,897,550.00
avg $266,312.38 per side
Closing Rate
5.5%
goal 8.5% · understated — at least 7.0% counting August
Agent Take (est.)
$336,219.38
volume × 1.25%
The Buyer Funnel, Year to Date
1,827
Connections
462
Met-Withs
25.3%
168
ZHL Transfers
9.2%
101
Transactions
5.5%
Monthly Transactions & Connections — against a 200-connection month
Read the gold dotted line before you read the August bar. A normal month brings us about 200 connections. August shows 157 through the 25th — 78% of a full month's expectation with 6 days still to come. At the current daily pace August lands near 195, or about 98% of the 200 we expect. Lead flow is not the problem, and has not been all month.
August transactions (26) are read LIVE from Zillow's own performance report as of 8/26/2026 — 144.4% of Zillow's August target, the best attainment of the year. The older Flex Reporting workbook that feeds the year-to-date columns has logged nothing since July 23, so every YTD transaction and volume figure on this page remains a floor, not a total.

August is the best month of the year — 144.4% of Zillow’s target.

Zillow's workbook has not logged a transaction since July 23, so the Trx column on this report has now been frozen for five weeks. This week's file came back byte-for-byte identical to last week's except for the date stamp in the corner, which Zillow advanced to 8/25 without adding a single transaction. Back Office is the honest read, and it is live this morning: 16 newly accepted Zillow contracts in twenty-eight days — up from 13 last Friday, past July's 9, and the strongest month since March's 18 — with 12 Zillow sides already closed and 5 more under contract behind them. September holds 11 — the fullest forward month on the board all year — and October has opened with 1.

And one number that looks alarming until you open it. The cancelled count moved from 83 to 88 over the last two weeks. Almost none of that is deals falling apart: of the eleven cancelled records touched in that window, nine were never contracts at all — opportunity shells, several with no address and no price — and one of the remaining two is a duplicate record of the other property. Two actual contracts came out, both accepted back in March, one with a closing date that lapsed in April. That is old paperwork being cleaned up, not business being lost. The live pipeline is the number above it: 11 under contract for September.

ZHL Year to Date
Connections
1,827
Transfers
168
Transfer Rate
9.2%
goal 10% · floor 7%
Pre-Approvals
34
2026 leads · 61 credit pulls
Locks / Funded
12 / 9
2026 leads

The number that cannot be gamed is percentage transferred.

Zillow's weekly Agent Performance Report carries an official High / Fair / Low rating built on conversion rate. Ten of our agents rate High on it, three Fair, three Low — unchanged agent for agent for a third week, refreshed through 8/22. Mark and Russell have the per-agent detail.

We ran 5.6% in May and 8.1% in June against a 10% goal. July closed at 11.2% on 233 connections — over the goal. August is running 5.1% on its first 157 connections — and honestly it is thinner than that. 3 of August's 8 transfers arrived from Zillow carrying a transfer date earlier than the lead's own start date, one of them stamped eight months before the lead existed. Count only the 5 that survive a sanity check and August is running 3.2%. 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 three weeks ago and found two bad rows in August. Running that same check across the whole year this week turns up 19 of the 140 transfers in Zillow's raw feed — 13.6% — 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 · May + Jun + Jul · locked Aug 1
8.2%
59 transfers on 720 connections — ABOVE FLOOR
Next Window · Jun + Jul + Aug · locks Sep 1
8.5%
53 on 626 — ABOVE FLOOR · 8.0% counting only verified transfers
August's Floor Requirement
2 ✓
transfers needed to hold 7% — 8 already in. 22 would reach 10%

The September 1 window locks on Monday, and it is safe. Ten percent is still the fight.

Zillow looks at completed calendar months only, added together over a trailing 90 days. The graded window right now is May + June + July at 8.2%ABOVE FLOOR.

The next window, June + July + August, locks in four days. It reads 8.5% this morning, and 8.0% if you throw out every August row with an impossible date. The month needed 2 transfers to hold the 7% floor and has 5 verified. The floor is secure on Monday either way — that has been true for four weeks running, and it is worth saying plainly so nobody spends the weekend worrying about it.

So the floor is not the fight. The 10% goal is, and it would have taken about 22 August transfers. Here is the number to sit with: 2 new introductions landed across the entire team in the last seven days. Sixteen agents, one week. Connections are showing up (~195 projected against a 200 expectation, so lead flow is fine); the handoff is what is missing. That gap is the entire agenda this morning.

Transfer Rate by Month
Monthly Trend
MonthConnectionsTransfersTransfer RateMet-WithsMet-With %Trx Logged
Jan FROZEN165169.7%4829.1%12
Feb FROZEN249239.2%7530.1%14
Mar288289.7%7526.0%18
Apr2483413.7%6124.6%16
May251145.6%6525.9%17
Jun236198.1%6025.4%13
Jul2332611.2%5121.9%11
Aug MTD15785.1%2717.2%26
August runs through the 25th. July finished at 233 connections and 26 transfers, a 11.2% rate — the first completed month since April to clear the 10% goal, and it is locked into the graded window. April through July reconcile exactly. March gained a transfer this week (28 now) on a 169-day-old lead that finally converted — its connections did not move, so that is a real conversion, not a revision. Trx Logged has not moved at all — Zillow's workbook has logged nothing since July 23, five weeks now, which is a reporting lag, not a production stall; BoldTrail shows 12 Zillow sides already closed in August. January and February are marked FROZEN — Zillow has pruned both 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 early in an open month; leads take weeks to reach a met-with.
Agent ZHL Standings — Year to Date
AgentConnectionsTransfersTransfer RateRatingElig. Met-WithElig. Met %Adj. Met %PAsPA per Met-With
Jill Welker49918.4%🏆1327%39%00%
Jens Pilz801417.5%2632%40%14%
Tammy Diaz811316.0%2733%45%27%
Brittany Walker881314.8%3135%42%413%
Colin Lowey731013.7%2737%44%415%
Shonda Ballard1011211.9%2222%27%29%
Naya Henry Austin891011.2%2528%35%28%
Betty Hughes84910.7%1012%15%110%
Tyler Leis6258.1%⚠️1931%37%211%
Russell Barber10287.8%⚠️2726%38%14%
Megan McDonald6557.7%⚠️1523%27%17%
The Cardinal Home Team175137.4%⚠️4023%32%410%
Tracy Martin11076.4%2220%27%29%
Michael Bartley11454.4%2623%28%28%
Lisa Roberts7322.7%2129%37%210%
TEAM TOTAL1,8271689.2%⚠️46225%32%347%
🏆 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 22% of connections are land, but it ranges from roughly 15% to 31% by agent. The full land breakout is on the Eligible Connections tab.
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. Team totals hold January and February at their verified numbers, but individual rows run on Zillow's current feed, so a few leads move in either direction each week. Read the transfer counts rather than small rate wobbles.
⚠️ Three rows lost transfers to that pruning this week, and none of it is a performance change. When Zillow drops an old lead it takes the transfer on that lead with it — a transfer that already happened simply stops being counted. Every row dropped this week carried a February lead date, as Zillow's pruning window moved through that month. Nobody un-transferred anything, and no coaching conclusion should be drawn from a transfer count that falls.
⚠️ Two of August's transfers arrived with dates that cannot be right. Both carry a transfer date months earlier than the date the lead itself came in. A lead cannot be introduced before it exists, so those two are being read as questionable rather than counted as wins — it matters most on the one row whose transfer count rose entirely because of one of them.
Eligible Connections — Taking the Land Out, Lead by Lead
Connections YTD
1,827
everything Zillow sent us
Land Connections
403
22% of connections — measured, not assumed
Eligible (Rooftop) Connections
1,424
connections with a home to meet at
Met-With Rate, Eligible
32%
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 1,696 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
AgentConnectionsLandLand ShareEligible (Rooftop) CxnsMet-WithsRaw Met %Eligible Met %DealsCVR All LeadsCVR on Met
Tammy Diaz812126%602733%45%89.9%30%
Colin Lowey731116%622737%44%811.0%30%
Brittany Walker881517%733135%42%55.7%16%
Jens Pilz801518%652632%40%33.8%12%
Jill Welker491531%341327%39%48.2%31%
Russell Barber1023029%722726%38%109.8%37%
Lisa Roberts731622%572129%37%68.2%29%
Tyler Leis621017%521931%37%34.8%16%
Naya Henry Austin891719%722528%35%44.5%16%
The Cardinal Home Team1754928%1264023%32%116.3%28%
Michael Bartley1142219%922623%28%97.9%35%
Megan McDonald651015%551523%27%46.2%27%
Shonda Ballard1011919%822222%27%76.9%32%
Tracy Martin1102825%822220%27%98.2%41%
Betty Hughes841821%661012%15%22.4%20%
TEAM TOTAL1,82740322%1,42446225%32%1015.5%22%
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 — once a buyer is actually met, the team closes one in four. Deals are all 2026 logged transactions, which include closings 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 15% (Megan McDonald) to 31% (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 transactions
AgentYTD ConnectionsMet-With % (YTD)Met Rate (90d)YTD TrxClosing RateYTD VolumeAgent Take (est.)CSAT
The Cardinal Home Team17522.9%25%116.3%$2,448,500.00$30,606.2590
Russell Barber10226.5%30%109.8%$1,578,000.00$19,725.0092
Michael Bartley11422.8%11%97.9%$2,533,500.00$31,668.7593
Tracy Martin11020.0%9%98.2%$1,898,900.00$23,736.2586
Tammy Diaz8133.3%27%89.9%$2,533,000.00$31,662.5092
Colin Lowey7337.0%18%811.0%$2,284,900.00$28,561.2591
Shonda Ballard10121.8%20%76.9%$2,046,900.00$25,586.2586
Lisa Roberts7328.8%36%68.2%$1,782,000.00$22,275.0085
Brittany Walker8835.2%50%55.7%$1,629,550.00$20,369.3888
Megan McDonald6523.1%37%46.2%$1,398,900.00$17,486.2591
Jill Welker4926.5%33%48.2%$1,309,500.00$16,368.7591
Naya Henry Austin8928.1%24%44.5%$662,600.00$8,282.5090
Jens Pilz8032.5%24%33.8%$846,800.00$10,585.0091
Tyler Leis6230.6%41%34.8%$410,000.00$5,125.0091
Betty Hughes8411.9%10%22.4%$544,900.00$6,811.2588
TEAM TOTAL1,82725.3%24%1015.5%$26,897,550.00$336,219.3892.4
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. Closing Rate is YTD transactions ÷ 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%. It reads low for everyone right now because Zillow's workbook has not written August's transactions back yet; the connections in the denominator are current, the transactions in the numerator are not. Team totals include production from agents not shown as individual rows.

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: Michael Bartley tops the team at 93, followed by Tammy Diaz and Russell Barber at 92.

This Week's Spotlights
Measured on the last 90 days, not the year — this is about who is working right now.
Betty Hughes — a lead from March 5th went to ZHL on August 21st
A connection she first got in early March, stayed with for 169 days, and introduced to Zillow Home Loans last Friday. It takes her to 9 transfers, 10.7% for the year — up from 9.6% — on 10 eligible met-withs.
This is the whole argument of the Garage Door number in one lead. Most teams would have quit on a March connection by May. It closed nothing yet and it may not — but it is a live introduction that only exists because nobody deleted the follow-up. If you are looking for where your next transfer comes from, it is probably already in your database.
Tyler Leis — the biggest move on the board, and the most offers written on the team
14 met-withs from 34 live connections in 90 days — a 41% met rate, up from 33% last week — with 8 showings and 7 offers written, the most of anyone on the roster.
She met with every buyer she booked an appointment with — 14 appointments, 14 met-withs. No leakage between booking and sitting down. That is the cleanest funnel on this report, and it is why her offer count is where it is.
Brittany Walker and Russell Barber — the two ways this works
Brittany: 13 met-withs from 26 live connections — a 50% met rate, still the highest on the roster, on one of the smallest books. Russell: 15 met-withs and 12 showings from 50 live connections, the highest raw met-with count on the team, on top of 10 transactions for the year.
Brittany wins on rate, Russell wins on volume, and both are up again this week. Either route works. What does not work is a big book you never sit down with — and the met rates on this team still run from single digits to 50% on the same leads.
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%
61–90 days
4
90+ days
25
25% — the attic money
All 101 transactions logged in 2026, 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 — as of 8/26/2026 (carried)
Seller Transactions, L6M
3
150% of a target of 2 — rated High
Showcase Rate, L3M
100%
1 of 1 — rated High
August Seller Transactions
0
0 showcased listings this month
These come from Zillow's Overall Performance dashboard and are carried unchanged from 8/26/2026 — the Partner Hub could not be re-read this week. Both ratings are High, but read the denominators: the L6M target is two seller transactions. We are beating a very low bar, and August has still produced none. Seller is the widest open ground on this team.
Ops Health — as of 8/26/2026 (carried)
FUB Compliance, August
100%
16 of 16 — High
Pay on Time, L3M
99.1%
rated Fair
Closing Doc Submission, L3M
84.1%
37 of 44 — rated Fair
Seven closing documents are missing out of forty-four. That is the one Ops number pulling a Fair rating for a reason entirely inside our control — it is paperwork, not production. FUB compliance is perfect at 16 of 16, so the habit is clearly there; closing docs are just not getting uploaded.
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 is safe. The conversion rate is not.

July was strong enough that the window locking September 1 is already above the floor without another transfer — 26 transfers, 11.2% for the month. That pressure is off and it has been for three weeks. This is the number that isn't fixed: we are converting 5.5% of connections into transactions against a standing goal of 8.5% — a goal this same team has already hit. 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
5.5%
101 of 1,827 YTD
Where It Actually Breaks

Follow the met-with line.

In February we met with 30.1% of our connections. In July, 21.9%. Had July held February's rate, we would have sat down with 19 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 50% at the top — a 5-fold spread on the same leads, in the same county. Team average: 24%. Your Met Rate (90d) is on the Agent Standings tab.

What It's Worth
If our closing rate were…YTD transactionsAdditional sidesAdditional volumeAdditional agent take
5.5% — where we are101
8.5%155+54$14,459,430.47$180,742.88
10.0%183+82$21,757,721.14$271,971.51
12.0%219+118$31,488,775.37$393,609.69
Same 1,827 connections. Same agents. Same market. Based on our actual average of $266,312.38 per side and agent take at 1.25% of volume — roughly $3,328.90 per additional transaction. Moving from 5.5% 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
Agent2026 SidesAvg Days≤14d15–30d31–60d61–90d90+dAttic Money Found
🥇 Jens Pilz322910101641d - $200k - Jun
🥈 Megan McDonald416801102328d - $421k - May
262d - $388k - Mar
🥉 Tracy Martin915912204514d - $375k - Jul
240d - $230k - May
282d - $355k - Jun
247d - $199k - Apr
Jill Welker413412001492d - $645k - Jun
Michael Bartley911440104591d - $269k - Jul
130d - $344k - Apr
129d - $260k - Apr
94d - $20k - Mar
Colin Lowey88931202160d - $334k - May
419d - $120k - Mar
Russell Barber108580002359d - $10k - Apr
432d - $230k - Feb
Tammy Diaz86221311271d - $250k - Mar
Tyler Leis35101110
Shonda Ballard74632101227d - $22k - Mar
Lisa Roberts64012201113d - $170k - Jan
The Cardinal Home Team113670211182d - $450k - May
Betty Hughes23410010
Naya Henry Austin42021100
Brittany Walker51532000
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.

The one thing to walk away with

We have the leads — 1,827 this year, and August is landing right on the 200 we expect. The buyers we meet like us — a 92.4 CSAT. Back Office says the business is there: 16 new Zillow contracts in twenty-eight days, the best month since March, with 11 more already under contract for September. The only link in the chain that is ours to fix is getting in front of them, and in the last seven days that link produced 2 introductions across sixteen agents. Everything else on these six tabs follows from that one habit. Next meeting: Friday, September 11.