Seller leads need a different approach from buyers. They are thinking about their home's value, their timing and their next move, often for months before they list. This playbook shows you how to set up a seller lead in Buying Buddy, stay helpful while they decide, and track the listing through to closing.
Why it matters: Listings are the foundation of a real estate business. The agent who has been sending a homeowner useful information about their market for months is the natural first call when they decide to sell.
Step 1: Mark the Lead as a Seller
On the lead's Lead Dashboard, click the interest badges in the header (or + Add) and add Seller, then Save Interests. If they are also buying their next home, add Buyer too. Each interest gets its own pipeline.
Adding Seller interest:
- Shows the Seller Pipeline in the status bar.
- Opens the Property Address panel so you can add the home they want to sell.
- Adds the seller to the All Sellers Key List and the seller pipeline Work Lists on Lead Summary.
Step 2: Add the Property Address
Until there is an address, the header shows No property address - Add Address and Suggested Actions shows Seller Has No Property Address. Click Add Address and enter the home. Having the address on file means you and your team always know which property the conversation is about.
Step 3: Keep Them Informed with a Market Report
A market report is a monthly email about the seller's local market: new listings, sales, prices and days on market. It answers the question every homeowner has, "What is happening around me?", and keeps your name in front of them every month.
1
Set up a market area
Once, for each area you serve
Go to and add the areas you work in. Each market area has its own report.
2
Assign the report
From the lead, or in bulk
On the Lead Dashboard, click Set Up on the No Market Report suggestion, or use the Market Reports panel. Choose the market area, add an optional personal message that appears in every email, and choose whether to send this month's report now or start next month.
To set up many sellers at once, select them on Lead Summary and use Assign Market Report.
Note: Market reports depend on your MLS providing sold and under-contract data. If your MLS does not, the Marketing menu shows Not available for your MLS, and market report options do not appear on your leads.
Step 4: Track the Listing Through the Seller Pipeline
Click the Seller Pipeline in the status bar and move the deal forward as things happen:
| Stage | When to use it |
|---|---|
| Qualifying / Nurture | You are learning about their motivation, timing, the home's condition and their expectations |
| Preparing | CMA done, and staging, photography and repairs are underway |
| Listed | The home is live on the MLS and being marketed |
| Negotiating | Offers are in and being evaluated or countered |
| Under Contract | An offer is accepted and the sale is in escrow |
| Closed | The sale is complete |
| Paused / Lost | Temporarily off the market, or the seller has chosen another agent or withdrawn |
Turn on the LA (Listing Agreement) milestone when the agreement is signed, and add a forecast (expected commission and close date) so the listing shows in your Sales Forecast. See Deal Stages and Sales Forecasting.
Put It to Work
Example: From "Just Curious" to Listed
A homeowner over six months
- Pat downloads a home valuation guide from your website. You add Seller interest, the address, and set the stage to Qualifying / Nurture.
- You assign a market report for Pat's neighborhood with the message "Here is what is selling near you. Happy to talk whenever you are ready."
- Four months later Pat's Activity Score jumps: they are viewing homes in a nearby town. You call, schedule a CMA and move the stage to Preparing, and add Buyer interest for their next home.
- Pat signs the listing agreement. You turn on LA, move to Listed and add your forecast.
Frequently Asked Questions
Can a lead be a buyer and a seller at the same time?
Yes. Add both interests. The lead gets both a Buyer and a Seller Pipeline, each with its own stage and forecast, which is exactly right for a move-up client.
Where do I see all my sellers?
On Lead Summary, use the All Sellers Key List, or the seller lists under Active Pipeline such as Listed and Under Contract.