Turn home-buying enquiries into showing-ready leads
Ask whether buyers are pre-approved for financing, confirm their buying stage and target area, and collect proof of funds before you commit a showing to your calendar.
The exact intake your buy a home leads complete
This is the real 6-question guided intake for Buy a Home — the same flow your customers finish before you ever pick up the phone.
What a qualified buy a home lead should tell you
Support for a prospective buyer moving through property search, financing readiness, and offers on a residential home, from early research through under-contract closing.
- Been Pre-Approved Mortgage Or
- Home Buy
- Current Stage In Home-Buying
- General Area Or City
- Working With Real Estate
- Sole Decision-Maker This Purchase
The questions your team needs answered
Every buy a home intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Have you been pre-approved for a mortgage or confirmed you have funds available? | A yes confirms real purchasing power, while a no signals the buyer may still need financing help before they're showing-ready. |
| What type of home are you looking to buy? | Knowing the home type upfront lets the agent match the buyer to available inventory before booking a showing. |
| What is your current stage in the home-buying process? | Because weights range from 4 for just starting research to 10 for under contract needing closing support, this single answer separates early browsers from buyers who need attention now. |
| Which general area or city are you looking to buy in? | Surfaces the buyer's target area so the agent can confirm it falls within their coverage before scheduling a showing. |
| Are you currently working with a real estate agent? | Flags whether the buyer already has representation so the agent can check for a duplicate-agency conflict before reaching out. |
| Are you the sole decision-maker for this purchase? | A sole decision-maker, weighted 7, can commit on the spot, while a joint decision-maker, weighted 5, may need both parties present before an offer is finalized. |
How Cliont scores buy a home leads
Every answer is weighted automatically — no manual review required.
Value signals
- Been Pre-Approved Mortgage Or: yes
- Just starting research
- Offer submitted or pending
- Under contract, need closing support
- Sole Decision-Maker This Purchase: yes
Urgency signals
- Actively searching for homes
See the lead your team receives
Buy-a-Home 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 buy a home workflows
| Cliont capability | Buy A Home application |
|---|---|
| Weighted lead scoring | Combines the pre-approval answer and buying-stage weights so an under-contract buyer needing closing support ranks differently than someone just starting research. |
| Conditional flagging | Surfaces a yes on 'already working with an agent' so you can check for duplicate representation before reaching out. |
| Decision-maker visibility | Shows whether the buyer is the sole decision-maker so you know to loop in a spouse or co-buyer before finalizing a showing time. |
| Document capture | Collects proof of funds or a pre-approval letter alongside the mortgage-readiness answer so you're not chasing paperwork after the first call. |
| CRM routing | Sends the buyer's stage, area, and home-type answers straight to your CRM so the record is complete before you follow up. |
Common buy a home lead scenarios
Pre-approved and ready to tour
The buyer confirms mortgage pre-approval, says they're actively searching, and is the sole decision-maker, so the intake scores them for a showing right away.
Just starting research
No pre-approval yet and the buyer marks themselves as just starting research, so the lead lands lower in priority than someone under contract needing closing support.
Under contract, needs closing help
The buyer's stage answer is the top-weighted option, signaling they're not looking for showings at all but need help navigating an active deal.
Already working with an agent
The buyer answers yes to already having representation, which the intake surfaces so the agent can check for a possible duplicate before reaching out.
Couple deciding together
The sole decision-maker answer comes back no, so the agent knows to coordinate a showing time that works for both partners rather than assuming a solo signer.
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 residential sales intake templates
Buy a Home lead-intake FAQs
How does the intake score a buyer who hasn't been pre-approved yet?
A yes on the mortgage pre-approval question carries a weight of 9, while a no is weighted 4, so unfinanced buyers still reach your CRM but rank lower than confirmed, funded ones.
What happens if a lead says they're already working with another agent?
That answer is captured and surfaced on the lead so you can review it before contacting the buyer, rather than the intake silently discarding a possible duplicate.
How does buying stage change where a lead lands?
Stage weights run from 4 for just starting research up to 10 for under contract needing closing support, so the intake naturally separates early browsers from buyers who need attention now.
Can I tell whether an offer will need a spouse or co-buyer's sign-off?
The sole decision-maker question is weighted 7 for yes and 5 for no, so a joint-decision lead is still qualified but flagged as needing both parties involved before an offer moves forward.
Does the intake ask what type of home the buyer wants?
Yes, buyers choose from single-family, condo, townhouse, multi-family, or not sure, which helps you match them to available inventory before you schedule a showing.
What documentation does the intake collect before I book a showing?
The intake can collect a proof-of-funds statement or pre-approval letter, and a signed offer or contract copy for buyers further along in the process.
Turn buy a home visitors into qualified deals
Give every buy a home visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.