See ownership and lien status before you spend a Saturday on an
The Sell a Home intake asks whether the lead is a sole or co-owner, whether the property is vacant, owner-occupied, or tenant-occupied, and how soon they want to list, then collects title or deed documentation before the lead lands in your CRM.
The exact intake your sell a home leads complete
This is the real 7-question guided intake for Sell a Home — the same flow your customers finish before you ever pick up the phone.
What a qualified sell a home lead should tell you
Intake for homeowners ready to list a residential property for sale, capturing ownership status, property type, occupancy, and listing timeline before a seller reaches an agent's pipeline.
- Sole Owner Or One
- Property Selling
- Property Vacant Or Occupied
- Soon Have Property Listed
- This Property Free Outstanding
- Already Had Property Appraised
- Main Goal This Sale
The questions your team needs answered
Every sell a home intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you the sole owner or one of the legal owners of this property? | Confirming sole vs. shared ownership upfront tells you whether other decision-makers need to sign off before a listing agreement can move forward. |
| What type of property are you selling? | Segments the lead so you can route, price, and prioritize it correctly. |
| Is the property currently vacant or occupied? | Vacant, owner-occupied, and tenant-occupied answers change how quickly a showing can actually be scheduled once the lead is qualified. |
| How soon are you hoping to have the property listed for sale? | The listing timeline answer is directly weighted, so 'immediately' and 'within a month' sellers surface above 'not sure' responses in your pipeline. |
| Is this property free of outstanding mortgages, liens, or legal disputes? | A property free of liens or disputes scores higher because it can typically move to listing faster than one with unresolved mortgage or legal issues. |
| Have you already had the property appraised or professionally valued? | Separates real opportunities from leads that aren’t a fit yet. |
| What is your main goal for this sale? | Knowing whether the seller wants top price or a fast close shapes how you pitch pricing strategy on the first call. |
How Cliont scores sell a home leads
Every answer is weighted automatically — no manual review required.
Value signals
- Sole Owner Or One: yes
- Within a month
- 1-3 months
- More than 3 months
- This Property Free Outstanding: yes
Urgency signals
- Immediately
- Downsizing or upgrading
See the lead your team receives
Sell a Home Lead - Single-Family, Sole Owner, Listing Within a Month
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 sell a home workflows
| Cliont capability | Sell A Home application |
|---|---|
| Conditional branching | Property type answers (single-family, condo, townhouse, multi-family) can route to different follow-up detail before the lead is finalized. |
| Weighted lead scoring | Sole ownership and a lien-free property both carry higher weights, so a clean, single-owner listing scores above a co-owned property still carrying a mortgage. |
| Document upload capture | The lien and mortgage question pairs with an upload request for a payoff statement or mortgage document so you're not asking for it on the first call. |
| CRM routing by urgency | Sellers who answer 'immediately' or 'within a month' on timeline are pushed to your CRM ahead of 'more than 3 months' or 'not sure' responses. |
| Occupancy-aware notes | Vacant, owner-occupied, and tenant-occupied answers are passed through to the CRM record so scheduling a showing doesn't require a separate follow-up question. |
Common sell a home lead scenarios
Sole owner, ready to list now
One legal owner, no outstanding liens, and a timeline of 'immediately' or 'within a month' — the intake scores this as a high-value seller lead ready for a listing appointment.
Co-owned property with a mortgage
The seller is one of several legal owners and the property still carries a mortgage or lien, so the intake flags it for extra verification before it's treated as listing-ready.
Tenant-occupied rental for sale
The property is tenant-occupied rather than vacant or owner-occupied, which changes how showings need to be scheduled and is captured directly in the intake answers.
Relocating seller on a deadline
Main goal is relocating with an immediate listing timeline — a combination that signals urgency worth prioritizing over a seller who selected 'not sure.'
Exploring value, no timeline yet
The seller hasn't had an appraisal and picked 'more than 3 months' or 'not sure' for timeline, which the intake routes as a lower-urgency lead for nurture instead of an immediate showing.
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
Sell a Home lead-intake FAQs
How does the intake handle sellers who co-own the property with someone else?
The intake asks directly whether the lead is the sole owner or one of the legal owners, and co-ownership is factored into the lead's overall score so you know before you invest time whether other signatures will be needed.
What happens if the seller still has a mortgage or lien on the property?
The intake asks whether the property is free of outstanding mortgages, liens, or legal disputes, and an unresolved lien lowers the lead's weighted score compared to a free-and-clear property.
Does the intake tell me if the property is occupied by tenants?
Yes, the occupancy question captures whether the property is vacant, owner-occupied, or tenant-occupied so you can plan showing logistics before contacting the seller.
Can the intake distinguish a seller who wants top dollar from one who just wants a fast sale?
The main-goal question captures whether the seller is maximizing price, selling quickly, relocating, or downsizing/upgrading, so you can prioritize outreach based on what they're actually optimizing for.
What if the seller hasn't had the home appraised yet?
The intake asks whether the property has already been appraised or professionally valued, which tells you upfront whether a pricing conversation needs to start from scratch.
If the seller is also downsizing into a smaller place, does that change the intake?
The goal question captures 'downsizing or upgrading' as an answer option, and that lead can still be routed through this Sell a Home intake while you separately follow up using the Downsizing subservice for their next purchase.
Turn sell a home visitors into qualified deals
Give every sell a home visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.