Template · Realestate
Real estate agent valuation request widget
Collect the brief, the files and the budget before the first call — one link, one chat, nothing to chase.
a real estate agent used to demonstrate the intake template
What this template is for
A buyer wants to see the flat on Saturday, and a seller wants a valuation with photos and the floor plan attached. This intake flow asks the right things first: the buyer chooses what they need, answers a handful of questions and attaches a file, and you arrive at the first conversation already prepared.
You get the property, the budget or the address, and the preferred time. Because it is a chat, you can ask the one follow-up you always need without a new form or a phone call, and the buyer gets an email copy.
Send it as a link after the first contact, put it on your website’s "work with us" page, or use it as the link in your bio.
What it asks
The first thing a customer sees: “Tell us about the project”
How to use it
- Tap "Use this template" — it copies into your free account.
- Adjust the services and the questions; remove what you do not need, add the one thing you always ask.
- Send the link to new buyers or embed it on your site.
- Read each intake in your inbox, reply in the thread, and book the first call from there.
Questions
Can buyers upload documents?
Yes. The file field accepts documents, images and PDFs from any device; they arrive with the answers in the chat.
Is the information private?
Only you and the people you invite to your account see the answers. The buyer sees their own conversation. See the privacy policy for the details.
Can I send it to someone directly?
Yes. Every flow has a share link you can paste in an email or a message; the answers land in the same inbox as everything else.
Does it replace my CRM?
It replaces the intake form and the back-and-forth. On paid plans each contact becomes a CRM entry with the conversation attached, and you can forward answers to other tools.
Every plan runs this template. Pay for volume, not features.
Start with the real estate agent valuation request widget
Free to start, no credit card. Copy the template or describe your own — either way your link is live in minutes.
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