You meet a new buyer. You ask: Budget? Timeline? Pre-approved? You get vague answers. You make a mental note. Three weeks later, you can't remember what they said.
Or you send them a 40-question intake form. They ignore it. You follow up. They fill out half. You give up.
There's a better way: guided onboarding.
The 4 steps
Step 1: Financial (3 minutes)
Budget range, cash reserves, financing type, LTV estimate, pre-approval status. The stuff that determines if they can actually buy.
Step 2: Behavioral (3 minutes)
Timeline, decision speed, market familiarity, offer aggressiveness. The stuff that determines if they will actually buy.
Step 3: Flexibility (2 minutes)
Location flexibility, renovation tolerance, school priority. The stuff that determines how easy they are to match with inventory.
Step 4: Search Parameters (2 minutes)
Bedrooms, bathrooms, must-haves, nice-to-haves. Standard search criteria.
Total time: 10 minutes. You can do it in person, over Zoom, or send them a link to complete on their own.
What happens next
Once they complete onboarding, the scoring engine runs. Out comes: • Readiness Score (0–100) • Close Probability (1–99%) • Priority Tier (A/B/C) • Coaching Notes (what to work on with this buyer)
You didn't do any math. You didn't guess. The data is structured, the score is objective, and you know exactly where to focus.
Why it pays off
Because one good intake is better than ten scattered conversations. You capture everything once, in a structured way, and the system does the rest.
No more "I think they said pre-approved?" No more "Was their timeline 3 months or 6?" Just clean data, clear scores, and a plan.
Realtee IQ — One intake, full clarity.