Active
Intake workflow
Standard buyer intake
The complete qualification flow for a new buyer lead.
Contact detailsBuying goalsFinancingRepresentation
Reusable workflows
Workflow templates
Apply consistent intake steps and document requirements to each potential client.
3Active templates
8Clients using templates
100%Profiles covered
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Document package
Financed buyer
Required financial documents for buyers using a lender.
Government IDPre-approval letterProof of funds
Active
Document package
Cash buyer
A streamlined readiness checklist for cash purchases.
Government IDProof of fundsSource of funds