Qualify every real estate lead before the first conversation
Route every buyer and seller enquiry to the right intake — whether they're asking about a rental, a residential sale, land, or a commercial listing — and send only the leads worth a showing straight to your CRM.
Browse every real estate intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Residential Rentals
Preview 5 intake templates for residential rentals, including list a rental property, find a rental home, short-term rental.
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Residential Sales
Preview 7 intake templates for residential sales, including luxury home sale, relocation home search, first-time home buyer.
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Land and Rural Property
Preview 5 intake templates for land and rural property, including development land, buy vacant land, sell vacant land.
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Property Management
Preview 7 intake templates for property management, including rent collection, tenant placement, vacation rental management.
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Home Inspection
Preview 7 intake templates for home inspection, including radon testing, sewer scope inspection, mold inspection.
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Real Estate Investment
Preview 6 intake templates for real estate investment, including investment property search, land investment, portfolio acquisition.
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Commercial Real Estate
Preview 7 intake templates for commercial real estate, including office space, multifamily investment, retail space.
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Home Staging
Preview 5 intake templates for home staging, including furniture rental for staging, luxury home staging, occupied home staging.
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Real Estate Appraisal
Preview 6 intake templates for real estate appraisal, including tax appeal appraisal, estate appraisal, purchase appraisal.
View intakes →Information real estate teams need before the first conversation
Across every real estate service, Cliont intakes are built to capture:
Real Estate covers the full range of services a brokerage, agent, or property team offers buyers and sellers — from residential sales and rentals to land, commercial, property management, inspections, appraisals, staging, and investment property — each with its own intake questions and qualification criteria.
- Owner Or Authorized Manager
- Property Listing
- Property Vacant Or Occupied
- Have Photos Property Ready
- Already Set Monthly Rent
- Platforms Or Channels Want
- Rental
- Move In
- Target Monthly Rent Range
- Areas Or Neighborhoods Interested
How real estate lead scoring works
Every answer across every real estate intake is weighted automatically.
Value signals
- Owner Or Authorized Manager: yes
- Vacant
- Occupied, tenant moving out soon
- Occupied, no move-out date set
- Already Set Monthly Rent: yes
- Within 30 days
Urgency signals
- Immediately
- Yes, currently active
- Previously used, now inactive
- Waterfront
- Free Sign New Listing
- Actively looking at listings
Route leads by service, area, urgency, and value
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Real Estate lead-intake FAQs
Do I need a separate intake for rentals versus sales leads?
Yes — Cliont builds a distinct qualification flow for each subservice (Residential Rentals, Residential Sales, Land and Rural Property, Commercial Real Estate, and the rest), so a rental enquiry and a sales enquiry never get asked the same questions.
Can Cliont handle both buyer and seller enquiries on the same site?
Yes — each subservice intake is built around the buyers and sellers who actually fill it out, so the questions and scoring differ depending on whether the customer is looking to buy, sell, rent, or list.
Does property management get treated differently from a sale or rental?
Property Management is its own subservice with its own intake, separate from Residential Rentals or Residential Sales, since an owner looking for management is qualified on different criteria than a buyer or renter.
What about land, commercial, or investment leads — are those covered too?
Yes — Land and Rural Property, Commercial Real Estate, and Real Estate Investment are each supported as distinct subservices alongside Home Inspection, Home Staging, and Real Estate Appraisal.
Where do qualified leads end up once they're scored?
Qualified leads across any real estate subservice are sent to your CRM, so your team works from a single pipeline instead of checking multiple inboxes or forms.
Turn your real estate traffic into closed deals
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.