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Everyday booking intake

Buyer and seller inquiries that arrive ready to work

Buyer or seller, a "contact me" box gets an agent a name and a callback. This intake asks whether someone is buying or selling and follows the right path — budget and areas for a buyer, the home and its condition for a seller — so the inquiry lands with enough to act on.

The questions this niche actually needs

A blank “how can we help?” box gets you a callback and three more questions. Here's what the real estate intake asks up front, so the request arrives ready to act on.

  • First — are you buying or selling? The rest of the form changes to match.
  • Buying: property type, price range, target areas, and where you are on financing.
  • Selling: the reason, your timeline, the home's details and condition, and whether it's occupied.
  • How soon you're looking to move or start making offers.
  • Photos of the home you're selling — or links to listings you like as a buyer.

Try it — this is the real form

The same engine a paying business would use, running in demo mode. Answer a couple of questions and watch the brief that would land in the owner's inbox. Nothing is emailed and no account is created.

Buying or selling?

The real form — go through it yourself

Request service · Sample Realty Group (demo)
Sample Realty Group (demo)

Step 1 of 9

What are you looking to buy?
This sends your search details to the agent you're contacting; it isn't monitored in real time.

What lands in your inbox

The owner's inbox — builds as you answer
ServiceReal estateSample Realty Group (demo)

Answer on the left — each answer prints here, then the finished brief lands after you submit.

What the photo does here

On the selling side, a few photos — the front of the house and the main rooms — let an agent read the home's condition and start prepping the listing before the first visit, instead of walking in blind. On the buying side there's less to photograph, so the form asks instead for the areas, the price range, and links to listings you like — the details that tell an agent whether this is a serious search worth a call tonight.

Meanwhile, in the owner's inbox · 8:03 PM CT
Request: Real estate — buyer inquiry
Looking to buy: Single-family home
Where in the process: Actively looking — the next month or two
Price range: $400k–$600k
Areas & must-haves (as given): "Travis Heights or nearby; 3 bd, a garage,
  and a walkable elementary school."
Financing: Pre-approved with a lender
Preferred contact: text

What a buyer's agent would note: a pre-approved buyer with a defined budget, clear
target areas, and firm must-haves is a serious search worth a call tonight — worth
confirming tour availability this week before competing listings move.

What “structured intake” means here

A real estate intake is a hosted request form that first asks whether someone is buying or selling, then follows the right path — property type, price range or timeline, the details that matter, and photos where they help. Instead of "interested in a home, call me," the agent gets a one-page brief they can act on: a buyer with a budget, areas, and a financing stage, or a seller with a home, a timeline, and photos of its condition.

Where this is the wrong tool

This takes buyer and seller inquiries for one agent or team — it isn't a listing portal, an MLS search, or an automated home-valuation estimate, and it collects no bank details, credit information, or documents. It hands the agent a brief to follow up on, nothing more.

See how it compares, or set it up

Every niche gets its own question set — browse the rest, or read how this differs from a chat widget or an answering service.