Which pre-listing enquiries are actually ready to book
Ask sellers when they plan to list, whether the property is occupied, and whether attic and crawl space access is available before you commit a showing slot. Every lead is scored and routed to your CRM automatically.
Preview your pre-listing inspection intake
Explore 6 questions from the Pre-Listing Inspection template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified pre-listing inspection lead should tell you
A pre-listing inspection checks a property's condition before a seller lists it, surfacing repair items and access needs the inspector must confirm ahead of scheduling.
- Owner Or Authorized Schedule
- Property Inspection
- List Property Sale
- Property Occupied
- How Large Property In
- Provide Access All Areas
The questions your team needs answered
Every pre-listing inspection intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you the owner or authorized to schedule an inspection on this property? | Confirming authorization to schedule filters out inquiries from people who can't actually book the inspection, protecting your calendar from dead ends. |
| What type of property needs the inspection? | Segments the lead so you can route, price, and prioritize it correctly. |
| When are you planning to list the property for sale? | A near-term listing date is the strongest signal that the seller is ready to move now rather than exploring options months out. |
| Is the property currently occupied? | Occupancy status tells you whether you're coordinating scheduling with an owner or a tenant, which changes how confirmation and access need to be handled. |
| Approximately how large is the property in square feet? | Segments the lead so you can route, price, and prioritize it correctly. |
| Can you provide access to all areas of the property, including the attic and crawl spaces if applicable? | Confirmed access to the attic and crawl spaces means the inspection can be completed in one visit instead of requiring a return trip. |
How Cliont scores pre-listing inspection leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Owner Or Authorized Schedule: yes
- Within 2 weeks
- Within 1 month
- Within 3 months
- No date set yet
- Provide Access All Areas: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Pre-Listing Inspection 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 pre-listing inspection workflows
| Cliont capability | Pre-Listing Inspection application |
|---|---|
| Lead scoring engine | Weighs authorization status, listing timeline, and attic/crawl space access together so a seller listing in two weeks with full access outranks a vague inquiry with no date set. |
| Guided qualification form | Walks the seller through property type, occupancy, and square footage before they ever reach your calendar, so you're not scoping the job on the phone. |
| CRM routing | Sends every scored pre-listing lead — with authorization, timeline, and access answers attached — straight into your CRM instead of an inbox you have to triage manually. |
| Conditional access follow-up | Flags leads that answered 'no' to attic and crawl space access so your team can resolve access questions before booking a Saturday appointment. |
| Occupancy-aware intake logic | Captures whether the property is vacant, owner occupied, or tenant occupied so scheduling can account for coordination with tenants ahead of time. |
Example pre-listing inspection lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Listing within two weeks
Seller confirms authorization, a near-term listing date, and full attic and crawl space access — the intake scores this as a top-priority booking.
No listing date set
A homeowner is curious about condition but has no firm timeline, so the intake flags it lower urgency without discarding the lead.
Tenant-occupied property
The property is tenant occupied, which changes access coordination — the intake captures occupancy status so you know to schedule around a tenant instead of the owner.
Restricted attic access
The requester can't confirm full access to the attic or crawl spaces, prompting a follow-up before you block out a Saturday for a job that might need rescheduling.
Large single-family listing
A square footage answer over 3,500 sq ft signals a longer inspection window, letting you size the appointment correctly before confirming.
Connect Cliont to your workflow
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
More home inspection intake templates
Pre-Listing Inspection lead-intake FAQs
How does the intake know if the person requesting the inspection can actually authorize it?
The intake asks directly whether the requester is the owner or authorized to schedule the inspection, and that answer carries the highest weight in the score so unauthorized requests don't get treated the same as a confirmed seller.
Can the intake tell me if a lead has a real timeline to list?
Yes — the listing timeline question captures whether the seller plans to list within two weeks, one month, three months, or has no date set, and each option is weighted so near-term listings surface as higher priority.
What if the seller hasn't confirmed attic or crawl space access yet?
The access question is a required yes/no field, and a 'no' answer still routes the lead but at a lower score, so you can follow up on access before locking in a full appointment slot.
Does the intake differentiate a condo from a single-family home?
Yes, the property type question separates single-family homes, condos, townhomes, multi-family buildings, and vacant land, which helps you scope the inspection and quote time correctly before the call.
How is occupancy status used in scheduling?
The intake records whether the property is vacant, owner occupied, or tenant occupied, so your team knows in advance whether coordination with a third party is needed before confirming a time.
Is this the same intake used for buyer inspections?
No — Pre-Listing Inspection has its own catalog focused on seller timeline and access; buyer-side jobs run through the separate Buyer Home Inspection intake.
Turn pre-listing inspection visitors into qualified deals
Give every pre-listing inspection visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.