Luxury home intake that captures price range and listing status up front
The intake confirms who the decision-maker is, the property's price range, and whether there's an active listing agreement in place, then collects ownership or proof-of-funds documentation before you agree to a showing.
Preview your luxury home sale intake
Explore 5 questions from the Luxury Home Sale template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified luxury home sale lead should tell you
A seller-initiated inquiry to list and market a high-end residential property, where the intake needs to confirm ownership authority, price tier, sale-process stage, and listing-agreement exclusivity before an agent commits showing time.
- Sole Owner Or One
- Price Range Best Describes
- Current Status Sale Process
- Features Apply This Property
- Free Sign New Listing
The questions your team needs answered
Every luxury home sale intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you the sole owner or one of the authorized decision-makers for this property? | Confirms the respondent can actually authorize a listing agreement, avoiding wasted showing time on a lead without signing authority. |
| Which price range best describes the property? | Price tier signals deal size and commission potential, driving where the lead lands in your priority queue. |
| What is the current status of the sale process? | Separates leads still weighing the decision from properties already listed or under contract, so you know which are actually showing-ready. |
| Which features apply to this property? | Waterfront, gated community, and other features flag marketing complexity and help match the lead to the right specialist or campaign. |
| Are you free to sign a new listing agreement, with no active agreement with another agent? | Confirms the seller is actually free to sign a new agreement, preventing time spent pursuing a listing tied to another agent. |
How Cliont scores luxury home sale leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Sole Owner Or One: yes
- Under $1 million
- $1 million to $3 million
- $3 million to $10 million
- Over $10 million
- Free Sign New Listing: yes
Urgency signals
- Waterfront
- Free Sign New Listing
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Luxury Home Sale 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 luxury home sale workflows
| Cliont capability | Luxury Home Sale application |
|---|---|
| Conditional branching | Routes a lead who answers 'under contract with a buyer' differently from one who's 'just considering selling,' so you don't chase a transaction that's already in motion. |
| Weighted scoring | Graduated price-range weights push $3M-$10M and $10M+ properties above sub-$1M luxury inquiries in your priority queue. |
| Urgency flagging | Combines the waterfront feature and listing-agreement exclusivity into a single urgency signal for time-sensitive listing opportunities. |
| Document upload capture | Collects ownership or trust documentation alongside the sole-owner/decision-maker question so authority is verified before a listing meeting. |
| CRM routing | Sends qualified seller leads — with price range, sale status, and listing-agreement answers attached — directly into your CRM record for that property. |
Example luxury home sale lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Ultra-luxury estate, sole owner
A property listed over $10 million where the seller confirms sole ownership and no active agreement with another agent — the intake flags this as top priority for a listing meeting.
Waterfront property, ready to list
A waterfront home combined with a seller who's free to sign a new agreement triggers an urgent signal, since both conditions align with a time-sensitive exclusive listing opportunity.
Early-stage seller, still deciding
Someone who selects 'just considering selling' is captured and scored differently than a listed property, so you can nurture the lead without treating it as showing-ready.
Co-owned estate, unclear authority
When the respondent isn't the sole owner or an authorized decision-maker, the intake flags this so you can verify who else needs to sign before scheduling a showing.
Seller already under agreement
A property owner tied to an existing listing agreement with another agent is captured with lower urgency, preventing wasted time pursuing a listing that isn't actually available.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Luxury Home Sale lead-intake FAQs
Is this intake built for sellers, buyers, or both?
The catalog is structured around the seller side of a luxury listing — ownership authority, sale-process stage, and listing-agreement exclusivity — so it's designed to qualify property owners before a listing showing, not buyer showings.
How does the intake handle a property owned by multiple people or a trust?
The ownership/decision-maker question flags whether the respondent is the sole owner or an authorized decision-maker, so you know upfront if additional signatures are needed before a listing agreement can move forward.
What happens if the seller already has a signed agreement with another agent?
The listing-agreement question captures this directly, and a 'no' answer scores lower on the exclusivity signal so you can prioritize sellers who are actually free to sign.
Does the property's price range change how a lead is prioritized?
Yes — the price-range answer carries graduated weight, so a property over $10 million surfaces ahead of an entry-level luxury inquiry under $1 million.
Are property features like waterfront or gated community used for scoring?
Waterfront is flagged as an urgency signal on its own, and features like gated community, large acreage, or historic architecture are captured to help you route the lead to the right marketing approach.
What if the seller says they're 'just considering' selling rather than ready to list?
The sale-status question captures this stage distinctly from 'already listed' or 'under contract,' so early-stage inquiries are logged for follow-up rather than treated as showing-ready.
Turn luxury home sale visitors into qualified deals
Give every luxury home sale visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.