Title review intake that captures the closing timeline up front
Capture property location, transaction type, and any known title defects — liens, boundary disputes, unpaid taxes, easements — right in the intake, along with the title report and closing documents your team needs before the first consultation.
The exact intake your title review and insurance leads complete
This is the real 7-question guided intake for Title Review and Insurance — the same flow your customers finish before you ever pick up the phone.
What a qualified title review and insurance lead should tell you
Review of a title report or commitment, and coordination of title insurance, for a specific property transaction — flagging liens, unpaid taxes, boundary or ownership disputes, easements, or missing signatures before closing.
- Property Located In United
- Buying, Selling, Refinancing, Or
- Help Reviewing Title Report/Commitment
- There Scheduled Closing Date
- Been Told There May
- Owner, Buyer, Seller, Heir,
- Have Property Address And
The questions your team needs answered
Every title review and insurance intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the property located in the United States? | US-based property is a jurisdictional threshold — a non-US property carries the lowest weight in the catalog and rarely fits a domestic title practice. |
| Are you buying, selling, refinancing, or inheriting a home or other real estate? | Confirms there's an actual transaction — buying, selling, refinancing, or inheriting — rather than a general title question with no fee-generating matter attached. |
| Do you need help reviewing the title report/commitment or getting title insurance for this property? | Directly confirms the person needs title report review or title insurance help, which is the core service this intake exists to screen for. |
| Is there a scheduled closing date within the next 90 days (or are you trying to resolve a title issue now)? | A closing within 90 days (or an active title problem) signals a matter that needs attention on a real timeline rather than a speculative inquiry. |
| Have you been told there may be a title problem (like a lien, unpaid taxes, boundary/ownership dispute, easement, or missing signature)? | A disclosed lien, unpaid tax, boundary dispute, easement, or missing signature identifies the exact defect type the firm would need to scope before any consultation. |
| Are you the owner, buyer, seller, heir, or someone authorized to act for one of them? | Confirms the submitter has standing — owner, buyer, seller, heir, or someone authorized to act — so the firm isn't fielding requests from an unrelated third party. |
| Do you have the property address and the names of the parties involved (or can you get them)? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
How Cliont scores title review and insurance leads
Every answer is weighted automatically — no manual review required.
Value signals
- Property Located In United: yes
- Buying, Selling, Refinancing, Or: yes
- Help Reviewing Title Report/Commitment: yes
- There Scheduled Closing Date: yes
- Been Told There May: yes
- Owner, Buyer, Seller, Heir,: yes
See the lead your team receives
Title Review and Insurance 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 title review and insurance workflows
| Cliont capability | Title Review And Insurance application |
|---|---|
| Conditional branching | A 'yes' on the known title problem question (lien, unpaid taxes, boundary dispute, easement, or missing signature) can trigger follow-up detail collection before the lead is scored. |
| Lead scoring | Closing date within 90 days, an active title report/insurance need, and authorization to act are the three highest-weighted answers, so the score reflects readiness to move, not just interest. |
| Video intake widget | Lets a buyer, seller, or heir describe an unusual title problem — like a missing signature or easement dispute — in their own words before the consultation, so your team isn't working from a bare form field. |
| CRM routing | Matters that confirm a US property, a live transaction, and authorization to act are sent to the CRM with the closing timeline and defect type attached, ready for a fee conversation instead of a scoping call. |
Common title review and insurance lead scenarios
Closing in three weeks
A buyer's title commitment came back with an exception and the closing date is fixed, so the intake flags the tight timeline alongside the specific defect so it lands as urgent, not routine.
Heir clearing inherited property
A sibling inheriting a home isn't sure they're authorized to act for the estate — the intake surfaces that uncertainty early instead of letting the matter reach a consultation unresolved.
Lien surfaces mid-refinance
A homeowner refinancing learns of an unpaid contractor lien from the title company; the intake captures the defect type and the fact there's no imminent closing, so it's routed as a curative matter rather than a closing emergency.
Property outside the US
Someone inquires about a title issue on a property located abroad — the intake catches the jurisdiction mismatch on the first question, before staff spend time evaluating a matter outside the firm's authority.
General title question, no transaction
A caller wants to understand what title insurance is but isn't buying, selling, refinancing, or inheriting anything right now — the intake distinguishes this from an active, fee-generating matter.
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
Title Review and Insurance lead-intake FAQs
How does this differ from your Title Review and Curative Work intake?
This intake is built for the initial screening: confirming a live transaction, a title report or insurance need, and any known defect. Title Review and Curative Work is a separate sibling subservice for matters that are already past screening and into active lien, dispute, or curative resolution work.
What happens if the property isn't in the United States?
The first catalog question checks whether the property is US-based; a 'no' answer carries a much lower weight, so those inquiries score lower automatically rather than being treated the same as a domestic closing.
Can the intake tell if someone actually has a closing coming up?
Yes — one question asks directly whether there's a scheduled closing within 90 days or an active title issue to resolve now, which lets your team see time-sensitive matters without reading the full submission first.
Does the intake check whether the person is even allowed to act on the file?
Yes, it asks whether the submitter is the owner, buyer, seller, heir, or someone authorized to act for one of them, so files from unauthorized third parties are visible before a consultation is offered.
What documents does the intake collect before the file reaches our CRM?
It's set up to collect the title report or commitment, the purchase agreement or refinance paperwork, and any prior title policy so your team has the underlying documents alongside the intake answers, not just a message.
What if the person doesn't know the property address or party names yet?
There's a specific question for that, and a 'no' answer is weighted lower rather than disqualifying — so early-stage inquiries still come through, just scored appropriately.
Turn title review and insurance visitors into qualified cases
Give every title review and insurance visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.