CRM Features
Basic Real Estate
IDX Websites
Lead Generation
The Dialer
100

This type of Action Plan includes phone calls and tasks, not just messages.

What is a Traditional Action Plan?

100

A person who works under a broker and helps clients buy or sell homes for a commission.

Who is a real estate agent?

100

This tool lets users feature listings from a specific neighborhood or area.

What is a Community Page?

100

These Sierra features are designed to keep buyers informed about new listings.

What are E-Alerts?

100

You can use this dialer feature to quickly move through a call list without manually clicking each lead.

What is the Call List feature?

200

This tool allows you to categorize and color-code your leads.

What are Lead Tags?

200

This is the legally binding document used when a buyer makes an offer on a home.

What is a purchase agreement?

200

This page section includes live listing feeds using a saved search widget.

What is a Page Component?

200

This content feature is an easy way to start creating content, is best for long-tail keywords, and can boost organic SEO and attract leads.

What are Blogs?

200

These federal regulations limit who and how often you can text.

What is the TCPA (Telephone Consumer Protection Act)?

300

This daily routine step ensures you're responding to the most engaged leads first.

What is checking the Admin Inbox?

300

This term refers to the legal right to represent a buyer or seller in a transaction.

What is agency?

300

This feature helps you organize top navigation menus for SEO and user experience.

What is the Section Manager?

300

You can use this CRM feature to send seller-focused market reports.

What are Market Updates?

300

Sierra recommends avoiding this error code by texting at the right frequency and with clear opt-outs.

What is the 30007 Error Code?

400

This feature sends leads automated emails on holidays or set dates.

What is a Drip Campaign?

400

These two real estate market conditions are defined by inventory and buyer demand.

What are a buyer’s market and a seller’s market?

400

When creating IDX pages, these can be filled out to improve search engine visibility.

What are Meta Tags?

400

This system ensures leads from sources like Zillow or Facebook are sent to the right agent.

What are Lead Routing Rules?

400

To access texting features, you must provide this document.

What is an EIN Verification Letter?

500

This message type appears only when a lead is browsing your site and includes clickable buttons.

What is an Onsite Message?

500

DAILY DOUBLE!

This term describes the economic principle affecting how housing prices react to shifts in buyer activity and inventory levels, and must be considered in pricing strategies.

What is supply and demand?

500

To display an agent’s featured listings and assign registration leads, you add this.

What is the Agent/Board ID?

500

Before creating a Community Page, you must build this in your CRM.

What is a Saved Search?

500

These five metrics impact your number’s deliverability rating with mobile carriers.

What are answer rates, frequency, opt-out rates, timing, and prior spam reports?