Real Estate · Buyer Intake

Buyer consultations that start before you meet.

The best buyer consultations start with clients who've already clarified their search criteria, confirmed their financing, and thought through their timeline. Docuplete sends a structured buyer intake form the moment a lead inquires — so your first meeting is a strategic conversation, not a data collection session.

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The problem

What happens without structured buyer intake.

First meetings spent collecting basic data

Without a pre-meeting questionnaire, the consultation starts with 20 minutes of basic questions — time that could be spent understanding what the buyer actually needs.

Buyers haven't thought through priorities

Clients arrive without having considered their must-haves versus nice-to-haves, budget, or timeline — leading to inefficient showings.

Inconsistent notes across agents

Without a standard intake form, buyer requirements are captured differently by different agents, making team collaboration inconsistent.

No structured record if requirements change

Verbal notes about buyer preferences provide no structured baseline to reference when criteria shifts during the search.

How it works

Buyers fill their criteria before the consultation.

Upload your buyer consultation form

Upload the buyer intake or consultation questionnaire your team uses. Any PDF.

Map fields to a guided interview

Property type, neighborhood preferences, budget, financing, and timeline fields map to clear questions buyers can answer from their phone.

Share the link with new buyer leads

Send the intake link when a lead inquires — via email, text, or your CRM. Buyers complete it before the first meeting.

Arrive prepared with structured buyer data

Before the consultation, download the completed buyer profile. Match to inventory with full context on their requirements.

What it captures

Every detail you need for a productive buyer consultation.

Buyer name(s) and contact informationTarget purchase timelineTarget neighborhoods and communitiesProperty type (single-family, condo, townhome, multi-family)Bedrooms and bathrooms requiredMust-have featuresDeal-breakersTarget price range and maximum budgetPre-qualification or pre-approval statusLender and loan officer contactLoan type (conventional, FHA, VA, jumbo)Down payment rangeCurrent housing situationMotivation for purchasing

Start buyer consultations better prepared.

Every new buyer lead fills a structured intake before the first meeting. You show up knowing exactly what they need.