Know which fix-and-flip leads are worth showing time
Every fix-and-flip enquiry answers questions on their role in the deal, the property's current status, and whether financing is already lined up — with proof of funds and property details collected before you agree to a showing.
Preview your fix-and-flip property intake
Explore 5 questions from the Fix-and-Flip Property template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified fix-and-flip property lead should tell you
Acquisition, renovation, and resale of a residential property for investment profit, qualified here by the lead's role in the deal, the property's current stage, and whether purchase and renovation funds are already in place.
- Current Role In This
- Current Status Property In
- Have Financing Or Funds
- Property Involved In This
- Support Right Now
The questions your team needs answered
Every fix-and-flip property intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your current role in this fix-and-flip project? | Role in the deal sets the base score — buyers, current owners, and agents represent decision-makers, while a contractor answer flags a service pitch rather than a property lead. |
| What is the current status of the property in this project? | Property status shows how far along the deal is, letting you distinguish a lead still searching from one that's already under contract or nearing resale. |
| Do you have financing or funds available for the purchase and renovation? | Confirmed financing jumps the weight from 4 to 9, making this the clearest single signal for whether the lead can actually move on a purchase. |
| What type of property is involved in this project? | Property type routes the lead toward the right investor specialization, since single-family, multi-family, condo, and land deals often call for different follow-up. |
| What kind of support are you looking for right now? | The specific support requested — property search, renovation scope, resale strategy, or paperwork — tells you which team member should take the follow-up call. |
How Cliont scores fix-and-flip property leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Buyer/investor looking for a property
- Current owner of the property
- Agent representing an investor
- Contractor or renovation partner
- Have Financing Or Funds: yes
- Finding suitable properties
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Fix-and-Flip Property 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 fix-and-flip property workflows
| Cliont capability | Fix-And-Flip Property application |
|---|---|
| Weighted answer scoring | Buyer/investor and current-owner roles score highest while contractor pitches score lowest, and confirmed financing outranks unfunded leads, so you can tell an investor ready to close from someone just gathering information. |
| Multi-select intake fields | The support-needed question lets a lead flag property search, renovation scope, resale strategy, or paperwork help simultaneously, so you know exactly which conversation to prep for before you respond. |
| Required document uploads | Proof of funds and a purchase contract (when under contract) are collected before the lead ever reaches your CRM, cutting down on Saturday showings booked for buyers who can't actually close. |
| CRM routing by deal stage | Because the intake captures whether a property is still being searched for, under contract, mid-renovation, or ready to sell, leads can be routed into the matching pipeline stage instead of a single generic inbox. |
Example fix-and-flip property lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Investor with funds ready
A buyer/investor answers that financing is already secured and they're actively searching for a property — the highest-weighted combination in the catalog, routed straight to your CRM as a priority.
Owner mid-renovation, needs strategy
The current owner has a property with renovation in progress and selects resale strategy as their main need, signaling a different kind of follow-up than a fresh property search.
Agent on an under-contract deal
An agent representing an investor flags the property as under contract and needs help with purchase paperwork, a distinct combination from a buyer still house-hunting.
Contractor pitching without funds
A contractor or renovation partner without secured financing selects general guidance as their need — the lowest-weighted role and financing answer, scored accordingly instead of treated as a buyer lead.
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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.
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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 investment intake templates
Fix-and-Flip Property lead-intake FAQs
How does the intake separate a serious investor from someone just browsing listings?
The catalog weights role in the project and financing readiness heavily — a buyer/investor with funds already available scores far above a lead with no financing in place, so you can see who's ready to act before you schedule anything.
What if the lead is actually a contractor pitching renovation work, not a buyer?
The role question includes contractor or renovation partner as an option, which carries the lowest weight of the choices, so those leads land lower in your CRM than an actual buyer, owner, or agent inquiry.
Can the same intake handle deals at very different stages, from still searching to ready to sell?
Yes — the property status question covers everything from still searching through renovation complete and preparing to sell, so a single form works whether the lead is at the start of a deal or the end of one.
What documents does Cliont ask for before a lead reaches my CRM?
You can require proof of funds, current property photos or a listing link, and a purchase contract if the property is already under contract, so you're reviewing evidence rather than taking a stranger's word for it.
Does the intake tell me what kind of help the lead actually wants?
The support-type question lets a lead select multiple needs — finding properties, estimating renovation scope, planning resale strategy, or handling paperwork — so you know which conversation to have before you call them back.
Will this intake also work for a multi-family or land deal, not just a single-family flip?
The property type question covers single-family, multi-family, condo/townhouse, vacant land, and other, so leads on any property type still get scored and routed through the same fix-and-flip form.
Turn fix-and-flip property visitors into qualified deals
Give every fix-and-flip property visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.