Tax appeal appraisal intake that asks what your team actually needs to
Every enquiry captures property type, assessment notice status, and current appeal stage, plus the notice itself and inspection access details, so your team knows exactly what it's dealing with before booking a site visit.
The exact intake your tax appeal appraisal leads complete
This is the real 6-question guided intake for Tax Appeal Appraisal — the same flow your customers finish before you ever pick up the phone.
What a qualified tax appeal appraisal lead should tell you
An independent property valuation prepared to support a formal challenge of a property's assessed tax value, which requires confirming who holds authority to act on the property, what stage the appeal is at, and whether the appraiser can access the property to inspect it.
- Own This Property Or
- Property Appraisal
- Received Written Assessment Notice
- Current Stage Tax Appeal
- Have Access Property Interior
- Have Documents Such As
The questions your team needs answered
Every tax appeal appraisal intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own this property or hold legal authority to act on the owner's behalf? | Confirms the requester has standing to authorize a tax appeal appraisal before an appraiser invests time scheduling an inspection. |
| What type of property needs the appraisal? | Segments the lead so you can route, price, and prioritize it correctly. |
| Have you received a written assessment notice from the taxing authority? | A written assessment notice in hand means the appraisal can be scoped against a real assessed value immediately rather than waiting on paperwork. |
| What is the current stage of your tax appeal process? | The appeal stage tells the appraiser how much runway exists, since a scheduled hearing carries far more urgency than someone still deciding whether to file. |
| Do you have access to the property for an interior and exterior inspection? | Without confirmed interior and exterior access, the appraisal can't be completed, so this answer determines whether scheduling can proceed at all. |
| Do you have documents such as the assessment notice or prior appraisal available to share? | Having the assessment notice or a prior appraisal already available lets the appraiser prep the case file before the first conversation. |
How Cliont scores tax appeal appraisal leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own This Property Or: yes
- Received Written Assessment Notice: yes
- Have not filed an appeal yet
- Appeal filed, awaiting hearing
- Hearing date already scheduled
- Not sure of the deadline or process
See the lead your team receives
Tax Appeal 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 tax appeal appraisal workflows
| Cliont capability | Tax Appeal Appraisal application |
|---|---|
| Weighted lead scoring | Automatically ranks a lead with a scheduled hearing date above one who hasn't filed yet, so time-sensitive appeals surface first in your CRM. |
| Document upload widget | Collects the written assessment notice and any prior appraisal the owner has on hand, attached directly to the lead record. |
| Authority verification flag | Surfaces requesters who don't own the property or hold authority to act on it, so appraisers can confirm standing before scheduling an inspection. |
| Conditional appeal-stage routing | Distinguishes leads still deciding whether to appeal from those with a hearing already scheduled, letting your team prioritize outreach accordingly. |
Common tax appeal appraisal lead scenarios
Hearing date already scheduled
The owner has a hearing on the calendar and needs an appraisal fast; the intake flags this as the highest-priority appeal stage so it can be actioned ahead of leads still deciding whether to file.
Appeal filed, awaiting hearing
The owner has filed but has no hearing date yet, giving the appraiser a window to schedule the inspection without same-week pressure.
Considering an appeal, not filed
The owner hasn't started the process and may need guidance on deadlines before an appraisal makes sense; the intake still captures ownership and property type so the appraiser can respond with the right next step.
Owner unsure of the deadline
The owner doesn't know where they stand in the process, which the intake flags distinctly from a filed appeal so the appraiser can clarify timing before committing to a site visit.
Requester lacks ownership authority
Someone other than the owner (a tenant, relative, or unauthorized third party) submits the request; the ownership/authority question lets the appraiser catch this before scheduling an inspection they can't legally act on.
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
Tax Appeal Appraisal lead-intake FAQs
How does the intake confirm someone actually has the right to request this appraisal?
The intake asks directly whether the requester owns the property or holds legal authority to act on the owner's behalf, so appraisers can spot third-party or unauthorized requests before booking an inspection.
What happens if a lead hasn't filed their tax appeal yet?
The appeal-stage question separates 'not yet filed' from 'hearing scheduled,' so early-stage leads still reach your CRM but are distinguishable from time-sensitive ones with a hearing already on the calendar.
Can the intake collect the assessment notice before we call the lead back?
Yes, the intake asks whether the owner has the assessment notice or a prior appraisal available to share, letting your team review documentation before the first call instead of chasing it down afterward.
Does the intake tell us if the property is even accessible for inspection?
It asks directly whether the owner can provide interior and exterior access, so appraisers aren't scheduling a visit only to find out on-site access isn't possible.
How does the intake handle commercial versus residential tax appeals differently?
The property-type question separates single-family, multi-family, condo, commercial, and vacant land, so leads can be routed or prioritized based on the property type your practice handles.
What if a lead doesn't know their appeal deadline or where they are in the process?
That's a distinct answer option on the appeal-stage question, flagged separately from a filed appeal, so your team knows this lead needs process guidance rather than an urgent inspection booking.
Turn tax appeal appraisal visitors into qualified deals
Give every tax appeal appraisal visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.