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