Trade-in intake that asks what your team actually needs to know
Ask about payoff status, vehicle condition, and whether they're buying a replacement vehicle from you, then collect title and registration proof before the trade-in ever reaches your desk.
The exact intake your vehicle trade-in leads complete
This is the real 7-question guided intake for Vehicle Trade-In — the same flow your customers finish before you ever pick up the phone.
What a qualified vehicle trade-in lead should tell you
A vehicle owner wants to apply the value of their current vehicle toward another purchase, which the intake needs to qualify by confirming ownership, payoff status, vehicle condition, and whether a replacement purchase is happening at the same dealership.
- Own Vehicle Want Trade
- Payoff Status Current Vehicle
- Vehicle Trade In
- General Condition Vehicle
- Complete Trade-In
- Have Vehicle Title Or
- Also Purchasing Replacement Vehicle
The questions your team needs answered
Every vehicle trade-in intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own the vehicle you want to trade in? | Confirming ownership upfront filters out inquiries about a vehicle the person can't actually trade in, such as a family member's car. |
| What is the payoff status of your current vehicle loan or lease? | Payoff status determines whether staff need to pull a lender payoff figure before quoting trade value, which changes the appraisal process. |
| What type of vehicle are you looking to trade in? | Segments the lead so you can route, price, and prioritize it correctly. |
| What is the general condition of your vehicle? | Reported condition sets expectations on trade value and flags whether a vehicle needs a mechanical review versus a standard cosmetic check. |
| When are you planning to complete the trade-in? | Timeline separates owners ready to complete a trade now from those just researching value, letting staff prioritize scheduling accordingly. |
| Do you have the vehicle title or registration available? | Title or registration availability tells staff whether paperwork needs to be tracked down before the trade can be finalized. |
| Are you also purchasing a replacement vehicle from the same dealership? | Knowing whether the owner is also buying a replacement vehicle lets staff route the lead into a combined sales-and-trade workflow instead of a standalone appraisal. |
How Cliont scores vehicle trade-in leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Vehicle Want Trade: yes
- Fully paid off
- Still being financed
- Currently leased
- Not sure
- Excellent, no known issues
Urgency signals
- Immediately
See the lead your team receives
Vehicle Trade-In Lead
From first click to qualified lead
Follow vehicle owners through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the job
Smart questions adapt to their job and capture the full scope.
They add photos
Photos of the vehicle and damage come attached, so you quote before it rolls in.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for vehicle trade-in workflows
| Cliont capability | Vehicle Trade-In application |
|---|---|
| Conditional branching | When an owner reports the vehicle is still financed or leased, the intake can flag that answer for staff to pull a payoff quote before appraisal instead of quoting trade value blind. |
| Lead scoring | Ownership status, payoff status, and vehicle condition are weighted together so a paid-off vehicle in excellent condition scores higher than one with unclear ownership or significant damage. |
| File uploads | Collecting title or registration confirmation before the appointment reduces the chance of a trade-in showing up without the paperwork needed to complete the deal that day. |
| CRM routing | Leads who confirm they're also purchasing a replacement vehicle can be tagged for a combined trade-and-purchase workflow instead of being handled as a simple appraisal request. |
Common vehicle trade-in lead scenarios
Owned outright, ready now
Vehicle is fully paid off, in excellent condition, and the owner wants to trade immediately while also purchasing a replacement — the intake flags this as a high-value, time-sensitive lead.
Still financed or leased
The vehicle carries an active loan or lease, so the intake surfaces payoff status early and routes the lead differently since payoff figures affect the trade value before any appraisal is booked.
Just checking trade value
The owner selects a longer timeline like exploring options with no immediate purchase plan, letting staff nurture the lead instead of prioritizing it for a same-week appointment.
Non-running or damaged vehicle
Condition is marked poor or not currently running, which changes what documentation and appraisal process is needed compared to a vehicle in good working order.
Trade-in without a new purchase
The owner wants to trade in but isn't buying a replacement vehicle from the same dealership, which changes whether this is treated as a straightforward sale or a combined transaction.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More vehicle sales intake templates
Vehicle Trade-In lead-intake FAQs
How does the intake handle different vehicle conditions?
The intake asks owners to self-report condition from excellent to not currently running, which lets your team set expectations on appraisal value and avoid booking a full inspection slot for a vehicle that needs a different process.
What happens if the trade-in vehicle still has a loan or lease on it?
The payoff status question captures whether the vehicle is paid off, still financed, leased, or unclear, so staff know upfront whether a payoff figure needs to be pulled before quoting trade value.
Can the intake tell us if the trade-in is tied to a new purchase?
Yes — the intake asks whether the owner is also purchasing a replacement vehicle from the same dealership, which helps route combined trade-and-purchase leads differently than a standalone trade-in, and pairs naturally with your New Vehicle Purchase or Used Vehicle Purchase intake.
What documentation does the intake collect before the appointment?
The intake asks whether the owner has the title or registration available, so your team knows in advance whether paperwork needs to be tracked down before finalizing the trade.
How does timing affect how a trade-in lead is prioritized?
Owners who select an immediate timeline are treated as more time-sensitive than those just exploring options, so your team can focus scheduling effort on the leads closest to completing a deal.
Does the intake distinguish between vehicle types?
The intake captures whether the trade-in is a car, truck, SUV, van, motorcycle, or other type, which lets you route leads to the right sales specialist or appraiser instead of a general queue.
Turn vehicle trade-in visitors into qualified jobs
Give every vehicle trade-in visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.