Relocation home search intake that captures move-in timelines up front
Buyers relocating for work or family answer questions on move-in timeline, financing readiness, and whether they can buy before selling their current home, then upload a pre-approval letter — so you know who's ready before you clear a Saturday to show houses.
The exact intake your relocation home search leads complete
This is the real 7-question guided intake for Relocation Home Search — the same flow your customers finish before you ever pick up the phone.
What a qualified relocation home search lead should tell you
Assistance for buyers moving to a new city or region who need a local agent to find and secure a home in an unfamiliar market, often on a fixed relocation timeline.
- Already Visited Or Lived
- Home
- Be Settled In New
- Obtained Mortgage Pre-Approval Or
- Working With Real Estate
- Factors Most Important In
- Buy New Home Without
The questions your team needs answered
Every relocation home search intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Have you already visited or lived in the area you are relocating to? | A buyer who has already visited the area needs less orientation and is typically closer to acting than one relocating sight unseen. |
| What type of home are you looking for? | Segments the lead so you can route, price, and prioritize it correctly. |
| When do you need to be settled in your new home? | The move-in deadline is one of the strongest urgency signals in this catalog and directly shapes how soon a showing should happen. |
| Have you obtained mortgage pre-approval or confirmed your financing method? | Confirmed pre-approval or financing separates buyers ready to transact from those still exploring affordability. |
| Are you currently working with a real estate agent for this search? | Knowing whether the buyer already has an agent helps avoid double-booking a showing for someone under contract elsewhere. |
| Which factors are most important in your new location? | Segments the lead so you can route, price, and prioritize it correctly. |
| Can you buy your new home without needing to sell your current home first? | Needing to sell a current home first adds a dependency that changes the realistic timeline for closing on the new one. |
How Cliont scores relocation home search leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within 30 days
- 1 to 3 months
- 3 to 6 months
- Obtained Mortgage Pre-Approval Or: yes
- Buy New Home Without: yes
Disqualifiers
- Not sure yet
See the lead your team receives
Relocation Home Search 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 relocation home search workflows
| Cliont capability | Relocation Home Search application |
|---|---|
| Weighted scoring | Move-in timeline, pre-approval status, and buy-before-sell ability each carry distinct weights, so a relocating buyer with a 30-day deadline and confirmed financing outranks a browser with no fixed date. |
| Conditional routing | Buyers who answer no on buying without selling first can be routed with a contingency flag so agents know to check their current home's status before booking showings. |
| Document capture | The intake collects a pre-approval letter alongside the financing question, so agents see proof of funds attached to the lead instead of chasing it after the first call. |
| Multi-select preference tagging | Answers to the location priorities question (schools, commute, cost of living, etc.) are attached to the lead record so agents can match listings before the first conversation. |
Common relocation home search lead scenarios
Corporate relocation on a deadline
Buyer needs to be settled within 30 days, is pre-approved, and can buy without selling their current home first — the intake flags this as high value on timeline, financing, and contingency signals.
Contingent on selling current home
Buyer answers no to buying without selling first, which lowers financing readiness and signals a longer, more coordination-heavy transaction before any showing makes sense.
Unsure on home type and timing
Buyer selects 'not sure yet' for home type and 'no fixed date yet' for move-in, indicating they're still early in the search and not yet ready for scheduled showings.
Remote researcher, no local visits
Buyer has never visited the area and isn't working with an agent yet, so the intake surfaces this as a research-stage lead that needs orientation before touring homes.
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
Relocation Home Search lead-intake FAQs
How does the intake handle a buyer who hasn't picked a home type yet?
The home type question includes a 'Not sure yet' option, so those leads still come through — they're just distinguishable from buyers who already know they want a single-family home or condo.
Does the intake check financing before I agree to a showing?
Yes — the mortgage pre-approval question is one of the highest-weighted fields in the catalog, so a buyer without confirmed financing scores lower than one who's already pre-approved.
How are buyers who need to sell their current home first flagged?
The intake asks directly whether they can buy without selling their current home, and answering no pulls the score down since that typically means a longer, contingency-dependent timeline.
Can the intake tell if the buyer has already spent time in the area?
Yes, there's a direct yes/no question on whether they've visited or lived in the relocation area, which helps you judge how much orientation the buyer will need before touring homes.
What happens with a lead who has no fixed move-in date?
That answer carries the lowest weight on the timeline question, so it lowers the lead's overall score without disqualifying it — it just tells you this buyer isn't in a rush.
How is this different from the Buy a Home intake?
Relocation Home Search adds location-specific questions — area familiarity, relocation priorities like schools or commute, and whether the buyer needs to sell elsewhere first — that a local Buy a Home lead wouldn't need.
Turn relocation home search visitors into qualified deals
Give every relocation home search visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.