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Start with the right questions.Keep every answer in context.

Give buyers, sellers and renters a clear way to tell you what they need. Shape each intake form around the questions that help you prepare for the first conversation.

Buyer inquiry

Tell us what you need.

Name
Olivia Reed
Email
olivia@example.com
Looking for
A home office
Start with the right questions. Give buyers, sellers and renters a clear way to tell you what they need. Shape each intake form around the questions that help you prepare for the first conversation. Fictional example data.

From a shared linkto a prepared conversation.

Start with the experience of someone reaching your practice. Then shape the setup behind it.

First

Share what matters

Give buyers, renters and sellers a form suited to the conversation they are starting.

Next

Read the inquiry

Review submitted answers with the inquiry before preparing the next conversation.

Your setup

Refine the questions

Adjust labels, choices and editable required fields, then save the form for new inquiries.

Three kinds of inquiry

Keep separate forms for buyers, renters and sellers, with questions suited to each.

Questions you can shape

Edit question labels, adjust choices and add questions to the form.

The details you need

Choose which editable questions are required while keeping essential contact fields in place.

Answers with a destination

Keep submitted answers with the inquiry so the next conversation starts with context.

One inquiry, connected to the work.

Use the public page to help people find your intake link. Open their inquiry in Inbox, then carry the conversation into a follow-up.

Read the documentation

Working with intake forms

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