Portfolio acquisition intake that asks what your team actually needs
Every enquiry captures portfolio size, property type mix, and financing readiness upfront, plus proof-of-funds documentation, so your team can see which multi-property deals are worth pursuing before booking a showing.
The exact intake your portfolio acquisition leads complete
This is the real 6-question guided intake for Portfolio Acquisition — the same flow your customers finish before you ever pick up the phone.
What a qualified portfolio acquisition lead should tell you
A single transaction to acquire multiple properties together as one deal, rather than individual purchases, requiring intake on portfolio size, property mix, financing readiness, and deal stage.
- Many Properties Included In
- Properties Make Up This
- Already Have Proof Funds
- Current Status This Acquisition
- Sole Decision-Maker This Purchase
- In Which General Area
The questions your team needs answered
Every portfolio acquisition intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many properties are included in the portfolio you want to acquire? | Portfolio size is the primary driver of deal value, so it carries the heaviest weighting in the score. |
| What type of properties make up this portfolio? | Property type mix tells your team whether the deal fits your investment focus before any outreach happens. |
| Do you already have proof of funds or financing arranged for this acquisition? | Confirmed proof of funds separates buyers who can close from those still lining up financing. |
| What is the current status of this acquisition process? | Deal stage shows how close the buyer is to a transaction, from early research through under-contract. |
| Are you the sole decision-maker for this purchase or acting with partners? | Knowing whether the buyer is solo, with partners, or representing other investors clarifies who needs to be involved in a showing or negotiation. |
| In which general area or region are these properties located? | The region tells your team whether the portfolio falls within the markets you actively work. |
How Cliont scores portfolio acquisition leads
Every answer is weighted automatically — no manual review required.
Value signals
- 2-3 properties
- 4-10 properties
- More than 10 properties
- Already Have Proof Funds: yes
- Researching options
- Identified a specific portfolio
Disqualifiers
- Not sure yet
See the lead your team receives
Portfolio Acquisition 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 portfolio acquisition workflows
| Cliont capability | Portfolio Acquisition application |
|---|---|
| Weighted scoring | Portfolio size, proof-of-funds status, and deal stage each carry different weights, so a buyer with 10+ properties under contract with financing arranged scores well above an unfunded lead still researching options. |
| Conditional routing | When a buyer indicates they're representing other investors or acting with partners, that answer travels with the lead into your CRM so your team knows to involve the right decision-makers before a showing. |
| Document collection | Proof-of-funds documentation and a property list can be uploaded during intake, matching the deal-stage answer instead of leaving your team to chase paperwork after the fact. |
| Multi-select property mix | The property type question captures residential rental, commercial, multifamily, mixed use, and land selections together, so mixed portfolios aren't forced into a single category. |
Common portfolio acquisition lead scenarios
Large portfolio already under contract
A buyer flags more than 10 properties and marks the deal as under contract, which the intake scores as top priority for immediate CRM routing.
Interested buyer with no funding yet
Someone wants a 4-10 property portfolio but hasn't arranged proof of funds, so the intake still logs the interest while flagging financing as unconfirmed.
Investor representing a group
The lead answers that they're representing other investors rather than acting solo, which changes who your team needs to loop in before scheduling a showing.
Early research, portfolio size unclear
A prospect picks 'not sure yet' on portfolio count and 'researching options' on status, giving your team a lead to nurture rather than one to prioritize for a Saturday showing.
Regional multifamily portfolio in negotiation
A buyer specifies a multifamily property type, names a region in the free-text field, and confirms they're already in negotiation with the seller, signaling a deal close to moving.
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 investment intake templates
Portfolio Acquisition lead-intake FAQs
How does the intake tell a serious portfolio buyer from someone just browsing?
The intake combines the number of properties, whether proof of funds is confirmed, and the current acquisition stage (researching, identified, negotiating, or under contract) into a single score, so a buyer under contract with funding ranks well above someone still exploring.
Can the intake handle buyers acting through a partnership or entity?
Yes, the question on whether the buyer is a sole decision-maker, acting with partners, or representing other investors is captured directly, so your team knows upfront whether more than one party needs to be involved before a showing is scheduled.
What if a buyer doesn't know how many properties they want yet?
That's an available answer option, and it still routes to your CRM with a score reflecting an early-stage lead, rather than being discarded, so you can decide whether to nurture it.
Does the intake ask for proof of funds documentation, or just a yes/no answer?
The qualification question captures whether financing or proof of funds is arranged, and the required uploads let the buyer attach the supporting document at the same time, so both the answer and the evidence arrive together.
Is this different from your Investment Property Search or Fix-and-Flip intake?
Yes, Portfolio Acquisition is built around multi-property deals and asks about the number of properties, property type mix across the portfolio, and deal stage, which don't apply the same way to single-property intakes like Investment Property Search or Fix-and-Flip Property.
Can the intake capture where the properties are located?
There's a free-text field for the general area or region, which gets stored with the rest of the lead's answers and sent to your CRM alongside the score.
Turn portfolio acquisition visitors into qualified deals
Give every portfolio acquisition visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.