Real Estate Lead Intake Blueprint
A lead intake system for real estate agents—capture buyer and seller inquiries, qualify by readiness and budget, and schedule showings or listing appointments. Delivered for Notion or Google Sheets.
Linked databases with Board, Table, and Calendar views. Duplicate to your workspace in one click.
Full preview available after purchase. Same data model, different interface.
Why this blueprint exists
Buyer and seller leads are different: Separate qualification fields for budget/pre-approval (buyer) vs. property details/timeline (seller).
Showing requests are an intake step: Dedicated fields for showing requests, tour scheduling, and property interest—not a generic 'contacted' status.
Lead source drives ROI: Track which sources (Zillow, referral, open house, sign call) actually convert so you know where to invest.
Real estate lead intake is more complex than most industries. Buyers and sellers have different qualification criteria, different urgency signals, and different next steps.
A generic lead form captures name and email. Agents need pre-approval status, budget range, preferred neighborhoods, timeline to move, and property type—all at the inquiry stage.
Lead source is also critical for ROI. If you're spending on Zillow leads but most conversions come from referrals, you need that data—and most trackers don't capture it.
This blueprint handles buyer and seller intake separately, with qualification fields, showing request tracking, and source attribution built into the system.
What you get
Lead Board
Lead → Contacted → Showing Requested → Tour Scheduled → Offer → Under Contract → Closed.
Buyer Qualification
Fields for pre-approval, budget, neighborhoods, property type, and move timeline.
Seller Qualification
Fields for property address, estimated value, condition, mortgage balance, and listing timeline.
Showing Request Tracker
Track showing requests with property, date, and outcome per lead.
Source Attribution
Know which marketing channel generated each lead—Zillow, referral, open house, sign call, etc.
Follow-up Cadence
Configurable reminders so no lead goes cold without a follow-up.
Stale Leads View
Auto-surfaces leads with no activity in X days.
Conversion Summary
See conversion rates by source and lead type (buyer/seller).
Inside the system
The exact tables, fields, and views you receive. Nothing hidden.
Primary lead intake pipeline
Views & reports included
How it works
Buy the blueprint.
Answer 2 questions (tool + workflow variant).
Copy instantly + run the 5-minute setup wizard.
FAQs
Yes. Notion free tier and standard Google Sheets.
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Real Estate Lead Intake
Instant delivery · Notion + Google Sheets
Includes