Buyer & Tenant Pre-Qualification
The Challenge
Agents waste time on unqualified leads; sales cycles stretch with tire-kickers.
But here is the real problem:
No filtering before agent assignment.
As a result:
Teams show properties to prospects outside budget or timeline.
Manual qualification is inconsistent.
As a result:
Critical context is missed early in the funnel.
The Approach
We structured the pre-qualification to segment leads accurately.
Budget and timeline alignment drive conversion, not volume.
Agents prioritize leads with clear financing and move-in dates.
We needed a solution that could:
Automated screening for budget, location, and timeline.
Instant routing of qualified leads to agents.
The Solution
Intelligent pre-qualification before agent handoff.
Budget & Location Check
Asks budget range, preferred areas, and property type.
Timeline & Financing
Captures move-in timeline and financing status.
Priority Routing
Qualified leads go directly to agents; others enter nurture workflows.
The Impact
Qualification outcomes:
58%
reduction in wasted agent time on unqualified leads.
2.3×
higher conversion rate for pre-qualified prospects.
Result? Agents focus on buyers who are ready.
Better targeting, faster closures.
