Every rental analysis enquiry, scored before it reaches your CRM
Ask every buyer or seller about property type, current tenant occupancy, and their goal for the analysis, then collect rent rolls, lease agreements, and tax statements up front — before you clear a Saturday for a walkthrough.
Preview your rental property analysis intake
Explore 7 questions from the Rental Property Analysis template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified rental property analysis lead should tell you
Evaluation of a rental property's income, expenses, occupancy status, and market position to support a buy, sell, hold, or rent-pricing decision — grounded in the property's actual financial records where the investor can provide them.
- Current Relationship This Property
- Property This
- Property Occupied By Tenant
- Have Access Current Or
- Main Goal This Analysis
- Property Located (City And
- Soon This Analysis Completed
The questions your team needs answered
Every rental property analysis intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your current relationship to this property? | Whether the lead already owns, is under contract, or is just researching tells you how close they are to needing an actual, actionable analysis versus general information. |
| What type of property is this? | Property type determines which comps and cap-rate benchmarks apply, so single-family, multi-family, and commercial requests need different analysis approaches. |
| Is the property currently occupied by a tenant? | A tenant-occupied property can be analyzed from actual lease income, while a vacant one requires projecting market rent instead. |
| Do you have access to current or historical financial records for this property? | Access to financial records determines whether the analysis can start immediately from real numbers or needs to wait on the investor to gather rent rolls and statements first. |
| What is your main goal for this analysis? | The stated goal — buy, sell, reprice, or evaluate performance — determines which report format and follow-up path the lead should take. |
| Where is the property located (city and state)? | City and state let your team pull comps for that submarket before ever picking up the phone. |
| How soon do you need this analysis completed? | Timeline flags whether to prioritize the request for a fast-moving deal or queue it as a routine review, even though it isn't weighted into the score. |
How Cliont scores rental property analysis leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Current owner/landlord
- Considering purchasing it
- Already under contract to buy
- Just researching options
- Have Access Current Or: yes
- Decide whether to buy
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Rental Property Analysis 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 rental property analysis workflows
| Cliont capability | Rental Property Analysis application |
|---|---|
| Conditional follow-up requests | When a lead answers 'no' to having access to financial records, Cliont can flag the submission for a rent roll or income statement request instead of letting it sit as incomplete. |
| Lead scoring engine | Weights on relationship-to-property answers ('already under contract' scoring highest) and financial record access push deal-ready buyers and owners above early-stage researchers automatically. |
| CRM tagging and routing | Each lead is tagged by stated analysis goal — buy, sell, reprice, or performance review — so requests land in the right queue instead of a single undifferentiated inbox. |
| Document upload capture | Rent rolls, lease agreements, and tax statements are collected in the same flow as the qualification questions, so your team isn't chasing paperwork after the fact. |
| Structured free-text fields | The city/state field is captured in a consistent format so your team can start market comp research without a clarifying email back to the lead. |
Example rental property analysis lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Buyer already under contract
The lead is already under contract to buy and wants a fast read on the numbers before closing — the intake flags this relationship status and goal ('Decide whether to buy') as the highest-priority combination.
Landlord repricing an existing unit
A current owner wants help setting or adjusting rent on a property they already hold, so the intake captures occupancy status and financial record access to see if the analysis can start from real lease income right away.
Prospective buyer still comparing deals
Someone considering a purchase but without access to the seller's financial records yet — the intake still qualifies the lead but flags that rent rolls and statements need to be chased down before the analysis can begin.
Owner weighing a sale
A landlord selects 'Decide whether to sell' as their goal, which routes differently in the CRM than a buy-side or rent-pricing request, even though the underlying property and occupancy questions are the same.
Early-stage researcher, no urgency
The lead picks 'Just researching options' and 'Not sure yet' for their goal, with no financial records on hand — it still comes through, but lands lower in priority than an active buyer or owner with numbers in hand.
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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
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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
Rental Property Analysis lead-intake FAQs
How does the intake tell an active buyer apart from someone just browsing listings?
The relationship question distinguishes 'already under contract' and 'considering purchasing' from 'just researching options,' and pairing that with the stated analysis goal (buy vs. not sure yet) gives you a clear read on how close the lead is to a real transaction.
What happens if the lead doesn't have the property's financial records yet?
The intake asks directly whether they have access to current or historical financials — a 'no' still lets the lead through, but it signals your team that rent rolls or statements need to be requested before the analysis can be completed with real numbers.
Does the intake account for whether the property is currently rented?
Yes — the occupancy question tells you whether the analysis can be based on actual lease income or needs to project market rent for a vacant unit, which changes how your team approaches the numbers.
Can the intake separate buy-side requests from sell-side or rent-pricing requests?
The analysis goal question captures whether the investor wants to buy, sell, reprice, or evaluate performance, so leads land in your CRM already tagged by intent instead of needing a follow-up call just to find out why they filled out the form.
Does property type (single-family, multi-family, commercial) affect how the lead is scored?
Property type isn't weighted in the score itself, but it's captured on every submission so your team can route single-family, multi-family, and commercial requests to the right person or workflow.
How does the intake capture the property's location for market comps?
A free-text field collects city and state directly from the lead, so your team has enough to start pulling comps for that submarket before the first call.
Does the stated timeline for needing the analysis affect lead priority?
Timeline is collected so you know whether to treat a request as urgent, but it isn't currently part of the weighted score — priority is driven more by relationship to the property, stated goal, and financial record access.
Turn rental property analysis visitors into qualified deals
Give every rental property analysis visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.