Every commercial property inquiry, scored before it hits your CRM
Ask every commercial buyer for property type, price range, and proof-of-funds documentation upfront, so your team only books showings with buyers who are actually ready to move.
Preview your buy commercial property intake
Explore 7 questions from the Buy Commercial Property template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified buy commercial property lead should tell you
Qualification for buyers pursuing a commercial property purchase, covering asset type, budget tier, financing readiness, decision-making authority, and purchase timeline.
- Commercial Property Buy
- Secured Financing Or Proof
- Target Price Range This
- Soon Complete This Purchase
- Sole Decision-Maker On This
- Already Have Specific Property
- Intend Use This Property
The questions your team needs answered
Every buy commercial property intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of commercial property are you looking to buy? | Property type determines which agent or asset specialist should handle the showing. |
| Have you secured financing or proof of funds for this purchase? | Confirmed proof of funds is the strongest signal that a buyer can actually close, and it carries the highest weight in the catalog. |
| What is your target price range for this purchase? | Price range tier directly weights the lead score, separating sub-$500K inquiries from multi-million dollar buyers. |
| How soon are you looking to complete this purchase? | An Immediate timeline flags urgency, while 'Just exploring' signals a longer nurture path before any showing is worth scheduling. |
| Are you the sole decision-maker on this purchase? | Knowing whether other stakeholders are involved helps you set expectations before committing a showing to one person's schedule. |
| Do you already have a specific property or location in mind? | A buyer with a specific property already in mind needs a faster, more targeted response than one still surveying the market. |
| How do you intend to use this property? | Intended use (owner-occupier vs. investor vs. leasing) changes what questions and documents your team needs at the showing. |
How Cliont scores buy commercial property leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Secured Financing Or Proof: yes
- Under $500,000
- $500,000 - $1,000,000
- $1,000,000 - $5,000,000
- Over $5,000,000
- Sole Decision-Maker On This: yes
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Buy Commercial Property Lead
From first click to qualified lead
Follow buyers, sellers, and renters 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 inquiry
Smart questions adapt to their inquiry and capture the full scope.
They add photos
Property photos and details come attached, so you prep before the showing.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for buy commercial property workflows
| Cliont capability | Buy Commercial Property application |
|---|---|
| Weighted lead scoring | Financing status and price range answers carry defined weights, so a buyer with proof of funds and a $1M+ budget scores meaningfully higher than an unfinanced buyer under $500K. |
| Conditional routing | Buyers who select 'Just exploring options' or 'Not sure yet' on property type can be routed to a nurture sequence instead of an immediate showing request. |
| Document collection | Proof-of-funds or financing pre-approval documentation is collected directly in the intake, ahead of any showing being scheduled. |
| CRM delivery | Property type, price range, financing status, and timeline answers arrive in your CRM as structured fields, not a raw message you have to parse. |
Example buy commercial property lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Financed buyer, immediate timeline
Proof of funds is confirmed, the price range sits in the higher tiers, and the timeline is Immediately — this buyer is routed straight to your CRM as high priority.
Still exploring, no financing yet
A buyer selects 'Just exploring options' with no proof of funds secured; the intake still captures the details but doesn't push for an immediate showing.
Purchase needs internal sign-off
The buyer isn't the sole decision-maker, signaling additional stakeholders need to be looped in before a showing gets scheduled.
Investor with a target property
The buyer already has a specific property in mind and plans to lease it to tenants — a different conversation than an owner-occupier still comparing property types.
Connect Cliont to your workflow
Connect your CRM
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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
More commercial real estate intake templates
Buy Commercial Property lead-intake FAQs
How does the intake tell a serious buyer from someone still window-shopping?
The financing/proof-of-funds question and price range selection carry the heaviest weight, so a buyer with funds secured and a defined budget scores higher than one who's still exploring.
What if the buyer isn't the only person deciding on the purchase?
The intake asks whether the buyer is the sole decision-maker, so you know upfront whether a partner or committee still needs to weigh in before you invest time in a showing.
Does the intake capture what the buyer plans to do with the property?
Yes — it asks whether the purchase is for their own business, leasing to tenants, or investment/resale, which helps you frame the showing around the right use case.
Can I require proof of funds before a showing gets scheduled?
You can collect financing documentation as part of the intake so it's on file before your team commits calendar time to an in-person showing.
What happens if a buyer doesn't know what property type they want yet?
The 'Not sure' option is captured like any other answer, so those leads still land in your CRM but can be routed to a consultative follow-up instead of a straight-to-showing path.
Is this the same intake used for office space or retail space buyers?
This intake is specific to general commercial property purchases; office space, retail space, and industrial property are separate subservices with their own intakes if you handle those asset types distinctly.
Turn buy commercial property visitors into qualified deals
Give every buy commercial property visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.