Template to Send
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
3. Buyers Request
Set up search accordingly. Enter in link for saved search.
Set up Search accordingly, answer questions, enter in link to listing options, ask a question
Request - Unsubscribe Request
Mark Archive and stop all communication preferences
Mark Bad/Bounced email, Try calling, If bad # as well - Mark, Change status to Archive, Stop all communication
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)
Ignore if soliciting. Answer if asking a simple question or can guide in correct direction.
6. Just Looking at Property Value
If asking about prop value - set up market update, offer CMA and insert link to comps
26. Alias Registration
If vulgar - JUNK, stop all communication.
Realtor - Out of Town Realtor Looking for Property
Respond - happy to help. Check with Cindy if asking for referral fee