Know which multifamily leads are worth showing time
Every multifamily inquiry captures unit count, deal status, and financing readiness, along with rent rolls or proof of funds, before it lands in your CRM as a scored lead.
The exact intake your multifamily investment leads complete
This is the real 6-question guided intake for Multifamily Investment — the same flow your customers finish before you ever pick up the phone.
What a qualified multifamily investment lead should tell you
Screening for buyers, sellers, landlords, or brokers involved in multifamily property transactions, covering unit count, deal stage, financing readiness, and investment objectives to route the right leads to the right pipeline.
- Role In This Multifamily
- Many Units Property Have
- Current Status This Deal
- Have Prior Experience Owning
- Secured Financing Or Proof
- Best Describes Main Goal
The questions your team needs answered
Every multifamily investment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your role in this multifamily transaction? | Knowing whether the respondent is a buyer, seller, landlord, or broker determines which pipeline and follow-up script your team should use immediately. |
| How many units does the property have or are you targeting? | Unit count is a direct proxy for deal size, and each tier carries its own weight so bigger transactions rise to the top of the queue. |
| What is the current status of this deal or need? | Deal stage separates someone still browsing from someone already in negotiation, so your team can match urgency of outreach to where the deal actually stands. |
| Do you have prior experience owning or managing multifamily property? | Prior ownership experience helps your team gauge how much education or hand-holding a buyer will need before they're ready to move forward. |
| Have you secured financing or proof of funds for this investment? | Confirmed proof of funds is one of the strongest indicators that a buyer can actually close, and it's weighted accordingly against buyers who haven't secured financing yet. |
| What best describes your main goal for this property? | The stated investment goal reveals whether the buyer wants a stabilized cash-flow asset or a renovation project, which changes which listings and terms are worth presenting. |
How Cliont scores multifamily investment leads
Every answer is weighted automatically — no manual review required.
Value signals
- 2-4 units
- 5-20 units
- 21-100 units
- More than 100 units
- Just exploring options
- Under contract or in negotiation
Urgency signals
- Actively searching or listing
See the lead your team receives
Multifamily Investment 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 multifamily investment workflows
| Cliont capability | Multifamily Investment application |
|---|---|
| Weighted scoring logic | Unit count and financing readiness carry distinct weights, so a 21-100 unit buyer with proof of funds already secured surfaces above a 2-4 unit buyer who hasn't started financing. |
| Role-based routing | Buyer/investor, seller/owner, landlord, and broker/agent submissions are tagged at intake so your CRM can separate acquisition leads from listing leads automatically. |
| Multi-select capture | The investment goal question records combinations like cash flow income plus value-add renovation, giving your team the full investment thesis instead of a single guess. |
| Document collection | Rent rolls and proof-of-funds documentation are gathered upfront alongside the financing yes/no answer, so a showing isn't scheduled before the paperwork exists. |
Common multifamily investment lead scenarios
Portfolio buyer under contract
A buyer targeting a 21-100 unit property who is already under contract or in active negotiation, with proof of funds confirmed, scores as a top-tier lead ready for immediate follow-up.
First-time investor still exploring
A prospective buyer with no prior multifamily ownership experience selecting 'Just exploring options' still gets captured and scored, but the intake flags the lack of financing and experience for a different follow-up track.
Owner listing for portfolio exit
A seller/owner marking 'Portfolio exit/sale' as their goal and 'Actively searching or listing' as their status routes as a listing-side lead distinct from a buyer inquiry.
Broker sourcing for a landlord client
A broker or agent submitting on behalf of a landlord with a value-add renovation goal is captured with a different role and objective mix than a direct owner-occupier buyer, keeping your pipeline segmented correctly.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book inquiries
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 commercial real estate intake templates
Multifamily Investment lead-intake FAQs
How does the intake tell a buyer apart from a seller or a broker?
The first question asks the respondent's role in the transaction, so buyers/investors, sellers/owners, landlords, and brokers/agents are tagged separately from the moment they submit, letting you route each into the right pipeline stage.
Why does proof of funds matter for scoring a multifamily lead?
Whether financing or proof of funds is already secured carries its own weight, so a buyer who has funds lined up scores meaningfully higher than one who hasn't started that process, helping you prioritize which showings are worth scheduling first.
What happens when someone says they're 'just exploring options'?
That answer is still treated as a real signal worth capturing, but it's scored differently than a lead who is actively searching or already under contract, so your team can adjust the follow-up pace accordingly.
Can this intake handle a small duplex buyer and a 100+ unit portfolio investor the same way?
Yes, the unit count question covers everything from 2-4 units up to more than 100, each with its own weight, so the deal size itself becomes part of the score without needing separate forms.
How is Multifamily Investment different from your Buy Commercial Property or Sell Commercial Property intake?
This intake is built specifically for apartment and multi-unit residential deals, asking about unit count, landlord role, and investment goals like cash flow or value-add, whereas the Buy and Sell Commercial Property intakes cover broader property types without those multifamily-specific questions.
What if a lead selects more than one investment goal?
The goal question allows multiple selections, so a respondent can indicate cash flow income and value-add renovation together, and both are recorded so your team understands the full investment thesis before the first call.
Turn multifamily investment visitors into qualified deals
Give every multifamily investment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.