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Implementing Buyer’s Agency Agreement Workflow

Automate and track Buyer’s Agency Agreements using tags, filters, action plans, and automations in Sierra CRM.

 

Why This Feature Matters

 

 

Creating a structured Buyer’s Agency Agreement (BAA) workflow provides:

 

  • Legal Compliance: Meet new NAR regulations and reduce liability.

  • Improved Visibility: Track signed vs. unsigned agreements with ease.

  • Workflow Efficiency: Automate outreach and documentation steps.

  • Client Trust: Build transparency around services and compensation.

  • Team Insights: Uncover sales training needs based on lead behavior.

  • Consistency: Ensure every lead follows the same process, reducing gaps.

 

 

 

 

Step-by-Step Instructions

 

 

 

1. Create Lead Tags

 

 

  • Navigate to Leads → Lead Tags

  • Click + Add Lead Tag

  • Create two tags:

     

    • "BA Signed" (color: green)

    • "BA NOT Signed" (color: red)

     

 

 

 

2. Set Up Smart Filters

 

 

  • Go to Leads → Lead Dashboard

  • Click Advanced Search

  • Create Smart Filters for:

     

    • Leads with BA Signed

    • Leads with BA NOT Signed

    • Leads signed in the last 30 days (use date filters)

     

  • Save filters for easy access and compliance tracking

 

 

 

3. Create Action Plans

 

 

  • Navigate to Leads → Action Plans

 

 

For Signed Agreements (Traditional Plan):

 

  • Create a Traditional Action Plan

  • Include tasks like:

     

    • Upload agreement document

    • Update E-Alerts

    • Send vendor intro or welcome message

     

 

 

For Unsigned Agreements (Fully Automated Plan):

 

  • Create a Fully Automated Action Plan

  • Include:

     

    • Nurture email sequence

    • Text reminders

    • Voicemail follow-ups

     

 

 

 

4. Implement Automations

 

 

  • Go to Settings (Gear Icon) → Automations

  • Trigger Action Plans based on tag changes:

     

    • BA NOT Signed triggers nurturing sequence

    • BA Signed triggers signed client sequence

     

  • Include automation to log a note with key agreement details

 

 

 

5. Use Notes for Team Communication

 

 

  • Standardize agreement detail entry in Notes:

     

    • Commission %

    • Agreement Duration

    • Client Stipulations

     

  • Train your team to favorite and reuse this note template

  • Use notes to improve handoff clarity and visibility

 

 

 

 

Best Practices

 

 

  • Use consistent naming conventions for tags and Smart Filters

  • Review workflows monthly for compliance with evolving regulations

  • Personalize action plans while maintaining regulatory alignment

  • Regularly clean up and audit lead data

  • Notify your team of any workflow or legal changes

 

 

 

 

Troubleshooting Common Issues

 

 

  • Automation didn’t trigger? Ensure the correct tag is applied.

  • Duplicate tags or filters? Standardize naming across your team.

  • Notes missing? Confirm team is trained to log and favorite templates properly.

 

 

 

 

FAQs

 

 

Can I automate the tag assignment for signed agreements?

Yes, via action plans or manual assignment by your team after the agreement is completed.

 

Do I need two separate action plans?

Yes—one for signed leads (manual steps), and another for unsigned (automated follow-up).

 

Is this required under NAR policy?

While implementation is not mandated by Sierra, tracking signed agreements helps maintain compliance with new NAR regulations on buyer representation.