Qualify more real estate investment leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their inquiry, collects photos, and hands you a scored, qualified lead.
A custom intake for every real estate investment inquiry
Each one is a ready-to-embed smart survey tuned to the inquiry — open any to try the exact experience your leads would complete.
Investment Property Search
Assistance finding investment properties that match an investor's budget, target returns, and preferred property type or location.
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Land Investment
Guidance for buying or evaluating undeveloped or vacant land as an investment, covering intended use, budget stage, and site characteristics.
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Portfolio Acquisition
Guidance for investors seeking to acquire multiple properties as a single portfolio transaction rather than individual purchases.
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1031 Exchange Property Search
Assistance identifying replacement investment properties that qualify for a 1031 tax-deferred exchange within required timelines.
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Rental Property Analysis
A service that evaluates a rental property's income potential, costs, and market position to support informed investment decisions.
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Fix-and-Flip Property
Assistance with acquiring, renovating, and reselling residential properties for investment profit within a short holding period.
Preview intake →Information you need before every real estate investment inquiry
- Investment Property
- Main Goal This Investment
- Secured Financing Or Proof
- In Which Area Or
- Many Investment Properties Have
- Complete This Purchase
- Target Price Range This
- Main Goal This Land
- Identified Specific Parcel Land
- Land Access Parcel Have
How real estate investment lead scoring works
Value signals
- Secured Financing Or Proof: yes
- None, this is my first
- 1-3 properties
- 4 or more properties
- As soon as possible
- 1-3 months
Urgency signals
- Immediately
Your visitor has a real inquiry. A contact form can’t hear it.
Buyers, sellers, and renters arrive ready to explain the inquiry. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No inquiry details or scope
- No photos or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full inquiry scope in their own words
- Property photos and documents attached
- Every lead scored by value
- Residential or commercial flagged for you
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.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and inquiry template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Real Estate Investment lead-intake FAQs
What does a real estate investment intake collect?
Each real estate investment template asks job-specific questions drawn from the selected service, then captures contact details and relevant photos. The resulting submission gives the team more context than a name-and-email contact form.
How are real estate investment leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger real estate investment opportunities without manually reviewing every raw submission first.
Can visitors try a real estate investment intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified real estate investment leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
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
Browse every real estate intake template
While they’re still using contact forms, you’re booking deals
Give every website visitor a guided, bilingual, qualifying intake — and turn your real estate investment traffic into signed work.