Trigger
Buyer inquiry
Starts from a web lead, referral, or open house interaction.
Playbook
Buyer intake
Capture buyer needs, budget, timing, and location to drive the right matching and showing workflow.
Action
Qualify and match
Filter serious buyers and match them to listings or next steps.
Approval
Review edge cases
Escalate unusual constraints or sensitive interactions.
Result
Booked showing
Success is qualified buyers and scheduled showings.
FAQ
Common questions
Overview
What does Buyer Intake do?
It captures buyer needs, budget, timing, and location in a consistent way.
Why it matters
Why it works
It gives visitors a quick view of the workflow.
Best fit
When to use real estate playbook - buyer intake?
Use it when a real estate team needs cleaner qualification before showings.