Qualify buyers and sellers before the first showing. Know their budget, timeline, and must-haves upfront.
Stop wasting weekends on unqualified showings. HeyIntake helps you capture pre-qualification status, property preferences, and motivation level so you can focus on clients ready to close.
Every agent knows the pain: driving across town for a showing, only to discover the buyer isn't pre-approved or the seller isn't serious about their timeline.
Traditional lead capture — Zillow inquiries, open house sign-ins, website contact forms — gives you a name and maybe a phone number. That's it. You're left playing phone tag trying to figure out if someone is a serious buyer with financing in place or just casually browsing.
HeyIntake changes the game. Before you book a single showing, you know their pre-approval status, budget range, must-have features, timeline to move, and motivation level. Our AI scores each lead so you can prioritize the hot buyers ready to write offers over the tire-kickers.
For agents handling multiple buyers and sellers, this means fewer wasted showings, faster path to commission, and more time for the clients who are actually ready to transact.
Sound familiar? HeyIntake solves these problems automatically.
Spending weekends showing homes to buyers who aren't pre-approved or can't afford the properties they're viewing.
No way to tell if a lead is ready to buy this month or just casually browsing for 'someday.'
Learning mid-showing that they need a home office, guest suite, or specific school district you didn't know about.
Discovering a potential listing isn't serious about selling or has an unrealistic price expectation.
Zillow leads, open house contacts, and referrals all mixed together with no qualification system.
Hot leads go cold while you're busy with showings and paperwork, losing deals to faster agents.
Customize these or create your own — HeyIntake's drag-and-drop builder makes it easy.
HeyIntake's AI analyzes each inquiry to identify serious buyers and sellers, so you know who deserves your immediate attention.
Pre-Approved • $450K Budget • Moving in 60 days
"Pre-approved with Chase for $475K. Relocating for work, must close within 60 days. Looking for 3BR in Westside school district. High urgency, serious buyers."
From lead to qualified client in three steps
Leads fill out your intake form with budget, pre-approval status, preferences, and timeline.
Our AI scores each lead based on readiness to transact, budget fit, and motivation level.
Spend your time on pre-approved buyers ready to make offers, not tire-kickers.
Know their budget, pre-approval status, and timeline before you book a single showing.
AI identifies buyers ready to write offers so you can respond within minutes, not hours.
Automatically route buyer and seller inquiries to different follow-up sequences.
Sellers provide property details, photos, and timeline before your listing appointment.
Convert sign-in sheets to qualified leads with automated intake forms.
See all leads in one dashboard with status tracking from inquiry to closing.
Explore how other industries use AI-powered intake forms
Have questions about HeyIntake for real estate agents?