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ReZen Flex Transaction Processing

1 source Updated Sun Apr 12 2026 19:00:00 GMT-0500 (Central Daylight Time) Internal
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Summary

How to handle Zillow Flex closings in ReZen, including the referral participant setup, W9/payment form merge, and what happens when a non-Flex agent closes a Flex-originated lead.

Standard Flex Closing

  1. Add Zillow as a referral participant in ReZen under "Other Participants."
  2. Set the referral percentage. Typically 25% on smaller deals (Zillow's cut varies by deal size).
  3. Merge the payment form and Zillow W9 into one PDF document for upload. Use Adobe, Claude, or any PDF merge tool. This helps the audit team tie documents together.
  4. Upload the merged document to the ReZen transaction.
  5. Fred or his assistant adjusts the split manually to maintain 50/50 for the agent.

When a Non-Flex Agent Closes a Flex Lead

This happens when a Flex agent (e.g., Curtis) hands a lead to a non-enrolled agent (e.g., Chad):

  1. The lead must be transferred to the Flex agent first in Premier Agent. This lets Fred update the transaction details in Zillow's system.
  2. The non-enrolled agent can't get Flex credit. The closing counts for the referring Flex agent.
  3. In ReZen: Add Zillow as a referral participant with the correct percentage. The rest is the same.
  4. Lesson learned: Agents receiving leads should always ask if it's a Flex lead. Knowing upfront prevents surprises at closing.

If You Forget the Referral

Not the end of the world. Zillow's audit team catches missed referrals and sends Fred a bill. He pays it and reconciles with the agent. But it's cleaner to get it right the first time.

W9 Merge Issues

  • Jake created instructions for the merge process (shared via Google Doc link in Slack).
  • The merge step trips people up — the tool matters less than the output. Adobe, Claude's PDF tools, or any free merge tool works.
  • Key gotcha: Make sure you have the current year's W9 in the correct language. An agent once merged a 2024 Spanish-language W9 by accident.

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