Real estate fraud intake that captures who lied and who lost money up
Our intake asks whether your prospective client was a buyer, seller, owner, or investor, whether someone misrepresented material facts, and whether they lost money as a result, then requests supporting contracts, disclosures, or closing documents before the lead reaches your CRM.
The exact intake your real estate fraud leads complete
This is the real 7-question guided intake for Real Estate Fraud — the same flow your customers finish before you ever pick up the phone.
What a qualified real estate fraud lead should tell you
A civil claim that arises when a buyer, seller, owner, or investor in a property transaction believes they were intentionally misled or had material facts concealed from them, resulting in financial loss.
- Real Estate Issue Happen
- Buyer, Seller, Owner, Renter,
- Believe Someone Intentionally Lied
- Lose Money, Property Value,
- This Happen Within Last
- Identify Who Believe Committed
- Have Any Documents Or
The questions your team needs answered
Every real estate fraud intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Did the real estate issue happen in the United States or involve U.S. property? | Confirms the property or transaction falls within U.S. jurisdiction before you spend consultation time on a matter outside your practice area. |
| Were you a buyer, seller, owner, renter, or investor in the property or transaction involved? | Establishes the prospective client's standing in the transaction, which affects what claims they can actually bring. |
| Do you believe someone intentionally lied to you or hid important information to get you to buy, sell, rent, or sign real estate documents? | This is the core allegation of intent required for a fraud claim, distinguishing it from a simple contract dispute. |
| Did you lose money, property value, or incur significant costs because of what happened? | Fraud claims generally require provable damages, so a confirmed financial loss is one of the strongest indicators of a viable matter. |
| Did this happen within the last 6 years? | Flags whether the claim may fall outside a typical limitations period before you invest time reviewing it. |
| Can you identify who you believe committed the fraud (for example, the seller, buyer, agent, broker, lender, contractor, or title company)? | Knowing whether the client can name the party responsible affects how quickly the matter can move toward a demand or filing. |
| Do you have any documents or messages related to the deal (such as a contract, disclosures, emails/texts, listings, inspection reports, or closing papers)? | Existing contracts, disclosures, or messages indicate how much evidentiary support the claim already has ahead of a consultation. |
How Cliont scores real estate fraud leads
Every answer is weighted automatically — no manual review required.
Value signals
- Real Estate Issue Happen: yes
- Buyer, Seller, Owner, Renter,: yes
- Believe Someone Intentionally Lied: yes
- Lose Money, Property Value,: yes
- This Happen Within Last: yes
- Identify Who Believe Committed: yes
See the lead your team receives
Real Estate Fraud Lead
From first click to qualified lead
Follow people and businesses seeking counsel 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 matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for real estate fraud workflows
| Cliont capability | Real Estate Fraud application |
|---|---|
| Weighted lead scoring | Answers confirming intentional misrepresentation and a quantifiable financial loss carry the heaviest weight, so genuine fraud claims with real damages rise above vague complaints. |
| Document upload capture | The intake asks whether contracts, disclosures, emails, inspection reports, or closing papers exist, and can collect those files before the matter lands in your CRM. |
| Jurisdiction gating | The U.S. property question is asked upfront so leads tied to foreign property can be routed or flagged separately instead of consuming consultation time. |
| Timing flag | The six-year question surfaces claims that may be approaching or past a limitations period so you can review viability before scheduling. |
Common real estate fraud lead scenarios
Concealed defect on a recent purchase
A buyer says the seller hid known foundation or water damage and can point to disclosures and inspection reports; this combination of intentional concealment, quantifiable loss, and a recent transaction date scores as high priority.
Claim from eight years ago
A prospective client describes a strong misrepresentation case but the deal closed outside the typical limitations window; the intake still records the details but flags the timing so you can screen for viability before booking.
Suspected fraud, no paper trail
The client believes they were deceived but has no contract, emails, or disclosures to point to; the intake captures the allegation while noting the missing documentation as an evidentiary gap.
Unclear who is responsible
A client suspects fraud occurred somewhere in the transaction but can't say whether it was the seller, agent, lender, or title company; the intake surfaces this uncertainty so you know discovery may be needed before intake can be finalized.
Property located outside the U.S.
A caller describes a fraud claim tied to property abroad rather than in the United States; the intake flags this early so it doesn't consume consultation time on a matter outside your jurisdiction.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
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 real estate law intake templates
Real Estate Fraud lead-intake FAQs
Does the intake screen out claims that may be time-barred?
The intake asks whether the issue occurred within the last six years, which lets you spot claims approaching or past a typical limitations period before you commit consultation time to them.
What happens if the prospective client doesn't know who committed the fraud?
The intake still records the claim but notes when the client can't identify whether the seller, agent, broker, lender, contractor, or title company was responsible, so you can decide if the matter needs investigation before an appointment.
Does the intake require documents before someone can book a consultation?
It asks whether the prospective client has contracts, disclosures, emails or texts, inspection reports, or closing papers, and can request uploads of those documents so you see the paper trail before the case reaches your CRM.
How does the intake handle claims involving property outside the U.S.?
One of the first questions confirms whether the issue involved U.S. property, which helps you catch out-of-jurisdiction matters early instead of during the consultation.
Can the intake tell me whether the lead was a buyer, seller, or investor?
Yes, the intake asks the prospective client's role in the transaction, which helps you understand their standing and potential claims before you review the file.
What counts as a qualifying financial loss in this intake?
The catalog asks whether the client lost money, property value, or incurred significant costs as a result of the alleged fraud, which is one of the stronger signals used to prioritize the lead.
Turn real estate fraud visitors into qualified cases
Give every real estate fraud visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.