Know which home purchase and sale leads are worth consultation time
The intake confirms whether the matter is a genuine purchase or sale, checks contract and closing status, and surfaces the specific issue and any 30-day deadline before a lead reaches your CRM. Clients upload the purchase contract, title documents, and closing disclosure directly.
The exact intake your residential purchases and sales leads complete
This is the real 7-question guided intake for Residential Purchases and Sales — the same flow your customers finish before you ever pick up the phone.
What a qualified residential purchases and sales lead should tell you
Intake for a residential home purchase or sale matter, covering whether a contract has been signed or closing is scheduled, the specific legal issue involved, and any deadline within the next 30 days.
- Issue About Buying Or
- Home Located In United
- Buyer, Seller, Or Co-Owner
- Purchase Contract Been Signed,
- There Specific Problem Want
- There Deadline Coming Up
- Know Who Other Party
The questions your team needs answered
Every residential purchases and sales intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is your issue about buying or selling a home (not a rental/lease)? | Separates a genuine home purchase or sale from lease and landlord-tenant matters that belong to a different sibling service. |
| Is the home located in the United States? | Confirms the property sits within a jurisdiction the practice can actually take on before any consultation is booked. |
| Are you a buyer, seller, or co-owner involved in this transaction or dispute? | Establishes that the person contacting the firm actually has standing in the transaction as a buyer, seller, or co-owner. |
| Has a purchase contract been signed, an offer accepted, or is the closing scheduled or recently happened? | A signed contract or scheduled closing means real, billable work rather than a preliminary or speculative inquiry. |
| Is there a specific problem you want help with (for example: contract terms, inspection issues, title/ownership problems, disclosure problems, financing/closing delays, or a dispute with the other side)? | Names the specific legal issue so the lead can be routed to the right kind of review instead of a generic call. |
| Is there a deadline coming up within the next 30 days (such as a closing date, response deadline, or notice deadline)? | A closing or notice deadline inside 30 days signals the matter needs a consultation scheduled quickly, not queued. |
| Do you know who the other party is (such as the buyer, seller, agent, lender, or title/escrow company) and have a way to contact them? | Knowing and being able to contact the other party means the matter can move forward immediately rather than staying exploratory. |
How Cliont scores residential purchases and sales leads
Every answer is weighted automatically — no manual review required.
Value signals
- Issue About Buying Or: yes
- Home Located In United: yes
- Buyer, Seller, Or Co-Owner: yes
- Purchase Contract Been Signed,: yes
- There Specific Problem Want: yes
- There Deadline Coming Up: yes
See the lead your team receives
Residential Purchase 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 residential purchases and sales workflows
| Cliont capability | Residential Purchases And Sales application |
|---|---|
| Conditional question logic | Routes leads that turn out to be a lease or rental matter away from Residential Purchases and Sales scoring, since the intake starts by confirming buy/sell status. |
| Deadline detection | Surfaces any closing, response, or notice deadline inside 30 days so time-sensitive contract or closing matters get flagged ahead of routine inquiries. |
| Document upload capture | Collects the purchase contract, title report, and closing disclosure at intake so you have transaction documents before the first consultation. |
| Lead scoring engine | Weighs whether a contract is signed or closing is scheduled alongside the specific legal issue raised, separating active transactions from exploratory questions. |
Common residential purchases and sales lead scenarios
Closing scheduled within weeks
A signed contract and a closing date inside 30 days push the score up, so the intake flags the matter for a fast consultation instead of sitting in a queue.
Buyer before an offer is accepted
No signed contract yet lowers the score slightly, but the intake still captures the buyer's stage and specific concern so you can decide whether early-stage advice is worth taking on.
Title problem discovered late
The lead flags a title or ownership issue found after inspection, with the other party already identified, giving you a concrete dispute to evaluate rather than a vague inquiry.
Rental question mistaken for a sale
When the intake reveals the matter is actually a lease dispute rather than a purchase or sale, it scores lower so you can redirect the person instead of booking a consultation you won't take.
Out-of-state or non-U.S. property
If the property sits outside the United States, the intake still records the details but scores the lead lower, signaling it likely falls 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
Residential Purchases and Sales lead-intake FAQs
How does the intake keep landlord-tenant or lease questions out of my purchase-and-sale pipeline?
The first question confirms whether the matter is actually about buying or selling a home rather than a rental or lease, so leads that belong under Residential Leasing or Landlord-Tenant Disputes score lower here.
Will the form tell me if a deal is already under contract or close to closing?
Yes. The intake asks whether a contract has been signed, an offer accepted, or a closing is scheduled or recently happened, which is one of the strongest signals for prioritizing a lead.
Does the intake flag time pressure, like an upcoming closing date?
It directly asks whether there's a deadline within the next 30 days, such as a closing, response, or notice deadline, so you can see urgency before you offer a consultation slot.
What if the person hasn't signed a contract yet?
That's still captured, but the answer carries less weight than a signed contract or scheduled closing, so early-stage inquiries score lower without being discarded.
Does the intake ask whether the other side is known or has representation?
Yes, it asks whether the client knows and can contact the other party, such as the buyer, seller, agent, lender, or title company, which tells you whether the matter is actionable right away.
What specific issues does the intake distinguish between?
It asks the client to confirm whether there's a specific problem such as contract terms, inspection findings, title or ownership problems, disclosure issues, financing or closing delays, or a dispute with the other side.
Turn residential purchases and sales visitors into qualified cases
Give every residential purchases and sales visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.