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      1. Invelo's Help Desk
      2. CRM
      3. Leads

      Lead Intake Form

      Capture and qualify seller leads with Invelo's customized lead intake form.

      The Lead Intake Form is designed to help you capture and qualify seller leads effectively. It comes pre-configured with default fields that cover all the critical areas you need to understand your leads and their properties.

      Default Fields Included

      All users have access to our standard Lead Intake Form, which includes the following categories and questions:

      Property Condition

      • 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

      • 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

      • Do you have an idea of what you're looking to sell the property for?

      • Is that at all negotiable?

      • Additional pricing notes

      Other

      • General notes

      Customization Options (Growth & Professional Plans)

      If you're on the Growth or Professional plan, you have the added flexibility to customize the Lead Intake Form. You can:

      • Add or remove specific fields

      • Reword questions to match your tone or branding

      • Rearrange question order to better match your intake workflow

      To customize your form:

      1. Go to a Property record > Lead Intake, and click on Customize (gear icon); or

      2. Go to Settings > Forms 

      3. Make your changes and click Save

      ✅ Tip: Customizing your form allows you to tailor your lead conversations to match your business goals and improve your qualification process.