Common Lead Emails & Sierra Template Replies

Category Name Template to Send Notes
Feedback - Just Looking 4. Just Looking/Not Ready to Buy Set searches to weekly. Can insert link to current search updates.
Request - General Inquiry/More Info Request 1. More Info Request Add in HOA or listing details. Ask if they have specific questions.
Request - Property Showing Request 2. Showing Request Try calling to confirm/set up first. Then send email follow up
Buyers Request 3. Buyers Request Set up search accordingly. Enter in link for saved search.
ReadyChat 32. "ReadyChat" Set up Search accordingly, answer questions, enter in link to listing options, ask a question
Request - Unsubscribe Request 23. Unsubscribe Mark Archive and stop all communication preferences
Bad Email N/A Mark Bad/Bounced email, Try calling, If bad # as well - Mark, Change status to Archive, Stop all communication
Rental 19. Rentals - VRBO & HomeAway Response (No) to property updates - Write "rentals" in summary. Archive. Stop all communication preferences
Looking in Multiple Areas 13. Searching Different Areas Set search as best you can
Feedback - Already Working With A Realtor 15. Working with Another Agent Write in Summary. Mark Archive. Stop all communication preferences.
Out of Our Service Area 31. Out of Area Not in Tampa Bay Area - Pinellas, Hillsborough, Hernando, Pasco
Request - Taxes And/Or HOA 7. Estimating Property Tax, 9. Insurance & Taxes Can find HOA and previous years tax info on MLS
Request - Pet-Friendly Condo 18. Pet Friendly Search MLS search for specifc pet weights for best results
Transfer to another agent 20. Transition to Another Team Member Reassign to area team member. Include quick message and include it on page.
Questions from Non Leads (Appraisers, Banks, etc) N/A Ignore if soliciting. Answer if asking a simple question or can guide in correct direction.
Seller Lead 6. Just Looking at Property Value If asking about prop value - set up market update, offer CMA and insert link to comps
Alias Registration 26. Alias Registration If vulgar - JUNK, stop all communication.
Realtor - Out of Town Realtor Looking for Property N/A Respond - happy to help. Check with Cindy if asking for referral fee