Entering Lead Intake Form details for your leads

The Lead Intake Form in Invelo helps you collect essential information from sellers during calls, texts, or follow-ups. Filling this out correctly ensures your leads are well-qualified, properly prioritized, and easy to move through your pipeline. This article explains what a lead intake form is and walks you through each section of the standard lead intake form in Invelo.

What Is a Lead Intake Form?

A lead intake form is a structured set of questions used to gather key details about a property and the seller’s situation. It helps you understand:

• The condition of the property

• The seller’s motivation and urgency

• Pricing expectations

• Any additional context that could affect the deal

In Invelo, this information is stored directly on the lead record, making it easy for your team to review, follow up, and take action.

Lead Intake Form Sections & Questions

Property Condition

Use this section to understand the physical state of the property and any potential repair costs.

• Can you tell me a little about the property? What’s the general condition?

• Are there any major repairs that need to be done?

• Is this a house that you currently live in? Is someone else living there, or is it vacant?

• Can you tell me anything else about the property you think would be important for me to know?

Motivation

These questions help determine why the seller is considering selling and how motivated they are.

• Why are you thinking about selling it?

• How long have you been thinking about selling?

• How soon are you hoping to sell?

• Do you have a mortgage on the property? If so, how much is outstanding?

• Do you owe any back payments or taxes? If so, how much do you owe?

• Is the property currently listed with an agent?

• General seller motivation (lead temperature)

Price

This section captures the seller’s price expectations and flexibility.

• Do you have an idea of what you are looking to sell the property for?
  (Enter lead asking price)

• Is that at all negotiable?

• Additional pricing notes

Other

Use this space for anything that doesn’t fit into the sections above.

• General notes

Best Practices

• Enter details as accurately as possible based on the seller’s responses

• Use the seller’s own words when relevant for better context

• Update the form as new information becomes available

Completing the lead intake form thoroughly helps you and your team make better decisions and move the right leads forward faster.