Know which purchase appraisal leads are worth showing time
Every purchase appraisal enquiry captures property type, purchase agreement status, and the reason for the appraisal, plus the signed agreement when one exists, so you know which requests are lender-driven and inspection-ready before you commit a showing.
The exact intake your purchase appraisal leads complete
This is the real 6-question guided intake for Purchase Appraisal — the same flow your customers finish before you ever pick up the phone.
What a qualified purchase appraisal lead should tell you
An appraisal ordered ahead of closing to confirm a property's market value for a lender, buyer, or seller, based on property type, purchase agreement status, and whether the property can be accessed for inspection.
- Property Be Appraised
- Have Signed Purchase Agreement
- This Appraisal
- Have Access Property Schedule
- General Location Property
- Buyer, Seller, Or Another
The questions your team needs answered
Every purchase appraisal intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of property needs to be appraised? | Property type determines whether the request needs a residential specialist or a different valuation approach for land or commercial property. |
| Do you currently have a signed purchase agreement for this property? | A signed purchase agreement confirms the transaction is real and moving toward a closing deadline rather than a speculative inquiry. |
| Why do you need this appraisal? | The stated reason shows whether a lender is mandating the appraisal or the buyer is simply price-checking, which changes both urgency and required documentation. |
| Do you have access to the property to schedule an on-site inspection? | Confirmed inspection access means the appraisal can actually be scheduled without a separate logistics conversation first. |
| What is the general location of the property? | Location lets you match the request to your service area and local comparable-sales expertise before committing time. |
| Are you the buyer, seller, or another party in this transaction? | Knowing whether the submitter is the buyer, seller, or an agent tells you who to communicate with and whose timeline drives the appraisal. |
How Cliont scores purchase appraisal leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Signed Purchase Agreement: yes
- Required by a mortgage lender
- Personal price verification
- Support for price negotiation
- Cash purchase due diligence
- Not sure
See the lead your team receives
Purchase 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 purchase appraisal workflows
| Cliont capability | Purchase Appraisal application |
|---|---|
| Conditional scoring | Weighs a signed purchase agreement and a lender-required reason for appraisal higher, so financed, contract-backed requests reach your CRM ahead of speculative price checks. |
| Role tagging | Uses the buyer, seller, or agent answer to tag each CRM record by transaction role, so you know immediately whether you're dealing with the principal or a representative. |
| Access flagging | Surfaces the on-site inspection access answer so requests without confirmed access are routed for a scheduling call instead of a showing slot. |
| Property-type routing | Separates single-family and condo requests from vacant land or commercial submissions that may need a different specialist or turnaround. |
Common purchase appraisal lead scenarios
Lender-required appraisal, agreement signed
A buyer with a signed purchase agreement whose appraisal is required by a mortgage lender — the highest-value combination in the catalog, flagged for prompt scheduling.
Cash buyer verifying price
A cash purchase due-diligence request with no signed agreement yet — still scored as valuable, but the missing agreement is surfaced so you can confirm transaction stage before booking.
Property not yet accessible
A request where the answer to on-site inspection access is no — routed for a scheduling follow-up instead of a direct showing slot.
Agent submitting on client's behalf
An agent or representative requesting the appraisal for price negotiation support, so you can distinguish transaction-side submissions from direct buyer or seller enquiries.
Unclear purpose, early-stage inquiry
Someone selects 'Not sure' for the appraisal reason — still captured and scored, but flagged as needing a quick call to clarify lender requirements before you commit time.
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 real estate appraisal intake templates
Purchase Appraisal lead-intake FAQs
How does the intake tell a lender-required appraisal from a personal price check?
The intake asks directly why the appraisal is needed and scores mortgage-lender requirements higher than personal verification, negotiation support, or cash due diligence, so lender-driven requests surface first.
Does the form confirm there's an actual purchase agreement in place?
Yes, one question asks whether a signed purchase agreement already exists, and that answer is weighted higher than requests without one since it signals a real transaction in motion.
Can I tell if the property is accessible for an on-site inspection before I schedule?
The intake asks about inspection access upfront, so requests without confirmed access are flagged for a scheduling conversation rather than booked straight into a showing slot.
How does the intake distinguish buyers, sellers, and agents?
One question records whether the submitter is the buyer, seller, an agent or representative, or another party, so records sent to your CRM are tagged by transaction role.
Does it handle different property types like condos or vacant land?
Yes, property type is captured as single-family, condo or townhouse, multi-family, vacant land, commercial, or other, so you can see appraisal complexity before contacting the requester.
What about requests for refinance, estate, or tax appeal appraisals?
This intake is scoped to purchase transactions; refinance appraisal, estate appraisal, divorce appraisal, tax appeal appraisal, and commercial appraisal each have their own dedicated intake with fields relevant to that scenario.
Turn purchase appraisal visitors into qualified deals
Give every purchase appraisal visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.