Know which commercial appraisal leads are worth showing time
Every commercial appraisal enquiry captures the property type, appraisal purpose, and inspection access up front, along with ownership documentation, so you can tell a financing deadline apart from a low-priority valuation before you call back.
Preview your commercial appraisal intake
Explore 6 questions from the Commercial Appraisal template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified commercial appraisal lead should tell you
A valuation of a commercial property's current market worth for purposes like sale, financing, leasing, tax appeal, litigation, or investment decisions, spanning office, retail, industrial, multifamily, mixed-use, and vacant land assets.
- Commercial Property Be Appraised
- Main Purpose This Appraisal
- Have Legal Authority Request
- Appraisal Completed
- Property Occupied By Tenants
- Have Access Property In-Person
The questions your team needs answered
Every commercial appraisal intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of commercial property needs to be appraised? | Segments the lead so you can route, price, and prioritize it correctly. |
| What is the main purpose of this appraisal? | The stated purpose separates financing, litigation, and tax dispute work from an undefined 'not sure' request, driving most of the lead's priority score. |
| Do you have legal authority to request this appraisal for this property? | Without confirmed legal authority to order the appraisal, the lead scores far lower and should be verified before any inspection is scheduled. |
| When do you need the appraisal completed? | An as-soon-as-possible deadline signals a financing or legal timeline pressure that should move the lead ahead of open-ended requests. |
| Is the property currently occupied by tenants or in active use? | Separates real opportunities from leads that aren’t a fit yet. |
| Do you have access to the property for an in-person inspection? | Confirmed access for an in-person inspection determines how quickly the appraisal can actually be completed, independent of how urgent the requester says it is. |
How Cliont scores commercial appraisal leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Sale or purchase
- Financing or refinancing
- Leasing negotiation
- Tax assessment dispute
- Litigation or legal proceeding
- Internal investment valuation
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Commercial Appraisal 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 commercial appraisal workflows
| Cliont capability | Commercial Appraisal application |
|---|---|
| Weighted lead scoring | Combines the stated appraisal purpose, confirmed legal authority, and inspection access into a single score, so financing-deadline requests with confirmed authority outrank vague or unauthorized ones. |
| Document upload capture | Collects ownership documentation and, where the property is tenant-occupied, a rent roll or lease summary alongside the standard intake answers. |
| CRM routing | Sends the property type, purpose, and access details straight to your CRM so office, retail, industrial, and multifamily requests can be assigned without re-asking the requester. |
| Conditional follow-up flagging | Flags any lead where legal authority is unconfirmed for manual verification before a site visit is scheduled. |
Example commercial appraisal lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Refinancing on a deadline
Purpose is financing or refinancing, timeline is as soon as possible, and the requester confirms legal authority and property access, scoring as a high-priority lead worth an immediate callback.
Litigation valuation, no authority confirmed
The requester selects litigation as the purpose but cannot confirm legal authority to order the appraisal, flagging the lead for verification before any site visit is scheduled.
Tax dispute on an occupied building
A tax assessment dispute on a tenant-occupied retail property changes how inspection access is scheduled, since coordinating with tenants takes longer than an empty unit.
Vacant land, investment valuation
No tenants to coordinate and straightforward property access mean this internal investment valuation on vacant land moves through intake with fewer scheduling constraints than an occupied asset.
Purpose unclear, needs a call
When the requester selects 'not sure' for appraisal purpose, the lead scores lower and is routed for a clarifying conversation rather than an immediate site visit.
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.
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- 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
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Only pay when you receive a qualified lead.
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- 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 real estate appraisal intake templates
Commercial Appraisal lead-intake FAQs
Does the intake check whether the requester has legal authority to order the appraisal?
Yes, the intake asks directly whether the requester has legal authority for this property, and a 'no' answer scores the lead much lower so you can verify authorization before committing time to it.
How does the intake treat appraisals where the purpose isn't clear yet?
If the requester selects 'not sure' for the appraisal purpose, that answer carries a lower weight than a defined purpose like financing or litigation, signaling the lead needs a clarifying conversation rather than immediate scheduling.
Does the intake account for tenant-occupied commercial buildings differently than vacant ones?
The intake asks whether the property is currently occupied by tenants or in active use, which helps you anticipate coordination needs for the inspection before you're already on site.
How does inspection access affect lead priority?
Confirmed access for an in-person inspection weighs higher than unconfirmed access, since an appraisal that can't be physically inspected soon is harder to schedule and complete on the timeline the requester wants.
Can the intake distinguish urgent financing appraisals from open-ended ones?
Yes, the timeline question separates 'as soon as possible' requests from those with no specific deadline, and that answer combines with the stated purpose to prioritize financing and refinancing deadlines above open-ended requests.
Does the intake ask what type of commercial property is involved?
Yes, the requester selects from property types including office, retail, industrial or warehouse, multifamily, mixed use, and vacant land, so leads route to the right specialist or workflow from the start.
Turn commercial appraisal visitors into qualified deals
Give every commercial appraisal visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.