FLG
Frontline Legacy Group
Team Operations • Buyer Intake
Internal Team Resource
Buyer Operations

Buyer Intake Command Form.

Capture the buyer's situation, financing, property criteria and next actions in one streamlined workflow. Select your name and the completed intake will route directly to your inbox.

Intake Progress 0%
Direct Agent Delivery
Buyer intake was submitted successfully.
FIRST-TIME EMAIL ACTIVATION: The first submission to each agent triggers a one-time FormSubmit activation email to that agent. They click the activation link once. Every future intake then delivers normally.
A

Agent Assignment

Select the team member who should receive this intake.

Select an agent to establish delivery.
01

Buyer Information

Contact information and source of business.

02

Buyer Situation & Financing

Motivation, timeline, budget and financing readiness.

Are you currently working with a REALTOR®?
Why are you buying?
How soon would you like to purchase?
Budget & Pre-Approval
Have you been pre-approved by a mortgage professional?
Current Real Estate Position
Do you have a property to sell as well?
Have you bought or sold before?
03

Property Criteria

Define what the buyer is actually looking for.

Buyer Priorities
04

Appointment & Next Actions

Finish the intake with a clear follow-up plan.

Agent Follow-Up Checklist
Ready to complete this intake?
Select an agent above before submitting.
Frontline Legacy Group • Internal Buyer Operations