Are you looking to purchase or refinance?
D
Prequalify Mortgage Borrowers
Concierge agent · 1.6K uses
Concierge Agent
Qualify Home Buyers
Your buyer intake form misses the dealbreakers. Buyer intake forms capture price range and beds/baths. Your concierge learns they need a home office, hate yard work but want outdoor space, and are waiting on a bonus to close. Now you show homes they'll actually buy—not just homes that match the filters.
Qualified showings
Faster closings
Serious buyers only
Used 1,700+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Questions it always asks
The core fields every response captures.
Always ask about must-haves vs. nice-to-haves
Ask about their ideal neighborhoods and commute requirements
How it adapts
Follow-ups that change based on what people say.
If they're pre-approved, ask about their lender and loan type
If they're selling a home first, ask about their timeline and listing status
Where it routes people
Different paths for different answers.
If they're ready to tour this week, prioritize for immediate follow-up
If they're 6+ months out, add to a nurture sequence
Automations it can trigger
Actions that fire the moment a response comes in.
Create a Follow Up Boss contact with buyer preferences
Send a Slack alert with hot leads ready to tour
Add to HubSpot with property criteria for matching
SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.
How this AI template works
Your form captures price range and beds/baths. Your concierge learns they must have a yard but hate yardwork (turf is fine), need a home office, are pre-approved but waiting on a bonus to close, and their spouse vetoes anything without natural light. Now you show homes they'll actually buy.
Getting started
- 1
Share the questions you wish every buyer answered honestly
- 2
Define what separates serious buyers from browsers
- 3
Connect to Follow Up Boss or your CRM
- 4
Send to new leads and start matching smarter
Template Details
- Agent Type
- Concierge
- Category
- Real estate & financial services
- Role
- Sales
- Industry
- Home & Real Estate
- Business outcome
- Convert more leads
- Job to be done
- Qualify leads
- Journey stage
- Intake & qualification
- Integrations
- Slack, Hubspot, Follow Up Boss
- Times Used
- 1,700+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- Static intake forms reduce buyers to price range and bedroom count, completely missing lifestyle needs, commute requirements, and neighborhood preferences that actually drive purchase decisions.
- Long real estate forms cause 60% drop-off before agents ever see the lead, losing qualified buyers who won't fill out 20 fields just to schedule a consultation call.
- Checkbox forms can't capture dealbreakers like school district boundaries, HOA restrictions, or renovation tolerance, so agents waste entire days showing homes that were never a fit.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- Adaptive conversations uncover the real story behind wishlist items, discovering that 'wants a big yard' actually means 'needs space for three rescue dogs and weekend entertaining.'
- Dynamic follow-ups adjust based on buyer type, asking about pre-approval status for first-timers, 1031 exchange timelines for investors, and school ratings for growing families.
- Conversational intake captures both hard requirements and soft preferences in one interaction, delivering complete buyer profiles that make the first showing productive instead of exploratory.
What is a home buyer consultation form?
A home buyer consultation form captures a prospective buyer's needs, budget, timeline, and preferences before the first meeting. Traditional real estate intake forms ask static questions about price range and property type but miss the nuanced priorities that actually help agents match buyers with homes. A buyer might check '3-bedroom suburban' but follow-up reveals they need a 10-minute school drop-off and quiet streets for evening walks. This buyer consultation template uses adaptive conversations to uncover those details that static forms can't capture. The result is a complete buyer profile that prepares agents for productive showings, not just introductory calls.
FAQ
Frequently Asked Questions
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Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.
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