Know which tenant placement leads are worth showing time
Confirm property type, vacancy status, and which placement services are needed—advertising, showings, screening—before collecting ownership proof and unit photos, so only ready-to-lease properties reach your CRM.
The exact intake your tenant placement leads complete
This is the real 6-question guided intake for Tenant Placement — the same flow your customers finish before you ever pick up the phone.
What a qualified tenant placement lead should tell you
Software-guided intake that captures whether the person filling it out owns or manages the property, the property type, current vacancy status, and which placement services (advertising, showings, screening, lease prep) they actually need before a showing gets scheduled.
- Own Or Manage Property
- Property Tenant
- Property Vacant And Ready
- Tenant Placement Services
- Have Authority Approve Final
- There Any Specific Rental
The questions your team needs answered
Every tenant placement intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own or manage the property needing a tenant? | Confirms the person filling out the form actually controls the property decision, not just a curious inquiry. |
| What type of property needs a tenant? | Property type determines which listing template, screening criteria, and lease terms your team should prepare. |
| Is the property currently vacant and ready to show to prospective tenants? | Vacancy status determines whether a showing can be scheduled right away or needs to wait for a move-out or repairs. |
| Which tenant placement services do you need? | The exact services selected define scope so your team quotes and staffs the right work instead of guessing. |
| Do you have authority to approve the final tenant selection? | Flags whether the submitter can sign off on a tenant directly or whether another decision-maker needs to be looped in. |
| Are there any specific rental terms or restrictions the tenant must meet? | Surfaces lease restrictions or requirements upfront so screening criteria are set before anyone tours the unit. |
How Cliont scores tenant placement leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Or Manage Property: yes
- Vacant and ready now
- Vacant but needs work first
- Occupied, tenant moving out soon
- Advertising the listing
- Conducting showings
Disqualifiers
- Not sure yet
See the lead your team receives
Tenant Placement 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 tenant placement workflows
| Cliont capability | Tenant Placement application |
|---|---|
| Conditional branching | Routes a lead differently depending on whether the property is vacant now, vacant but needing work, or occupied with a pending move-out date. |
| Weighted multi-select scoring | Sums the value of requested services — advertising, showings, screening, lease prep — so a full-scope request scores higher than a single 'not sure yet' selection. |
| Authority gating | Flags leads who lack approval authority over the final tenant decision so your team can confirm the actual owner before locking in a showing. |
| Free-text capture to CRM notes | Passes rental term restrictions straight into the lead's CRM record so screening criteria are set before a prospective tenant tour is booked. |
Common tenant placement lead scenarios
Vacant unit ready today
Owner confirms ownership and marks the unit vacant and ready now, requesting advertising, showings, and screening together — this is the profile most worth booking a showing for immediately.
Tenant moving out soon
Property is still occupied but the current tenant has a planned move-out date, so the intake flags it as a near-term opportunity to prep advertising ahead of the actual vacancy.
Vacant but needs repairs first
Owner reports the unit is vacant but not yet show-ready, which the intake weights lower than a ready-now vacancy so the team can schedule showings after repairs, not before.
Not the decision-maker
The person filling out the form doesn't hold authority to approve the final tenant, so the intake still captures the lead but flags that the actual owner needs to be looped in before a lease moves forward.
Occupied, no move-out planned
Someone is inquiring about placement services for a currently occupied unit with no move-out date set — the intake scores this lowest so a Saturday showing isn't wasted on a property that isn't actually available.
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 property management intake templates
Tenant Placement lead-intake FAQs
How does the intake handle a property that isn't vacant yet?
The vacancy question separates 'vacant and ready now' from 'tenant moving out soon' and 'occupied, no move-out planned,' so leads are scored differently depending on how soon the unit can actually be shown.
What if the person submitting the form doesn't actually own the property?
The ownership question is weighted heavily, so a non-owner or someone without management rights scores lower and gets flagged for a quick verification call before a showing is scheduled.
Does the intake distinguish between single-family homes, condos, and multi-unit buildings?
Yes, the property type question captures single-family, apartment or condo, multi-unit, townhouse, or other, which helps route larger multi-unit inquiries toward your Multifamily Property Management workflow instead.
Can I see which specific services a lead actually wants — advertising, screening, lease prep?
The intake uses a multi-select question so a lead can request any combination of advertising, showings, screening, or lease preparation, and each selection contributes to the overall lead score.
Why does the intake ask who has authority to approve the final tenant?
This question separates decision-makers from people gathering information on behalf of an owner, so your team knows upfront whether a lease can move forward directly or needs another approval step.
What happens to notes about rental terms or restrictions the tenant must meet?
That free-text field isn't scored, but it's attached to the lead record so screening criteria and lease terms are visible to your team before any candidate is shown the unit.
Turn tenant placement visitors into qualified deals
Give every tenant placement visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.