Internal Agent Tool

NVHomesLV.com
Agent Lead Intake

Fast lead capture for Marketplace, social media, website, referral and sign-call leads. Online workflow with paper-style print output.

Fast path: complete sections 1–3 first. Open sections 4–10 only when the conversation moves to home criteria, lender tracking, follow-up, or admin review.
1. Lead Source / CRM Entry Info Where did this lead come from?
2. Client Information Who are we helping?
3. First Call Financing Snapshot Swapped ahead of home search
5. Lender Referral Details Use immediately after first call/text qualification
6. Lender Status Checkpoints
7. Lender Follow-Up Log
DateTimeWhoUpdate / ResultNext Step
8. Follow-Up Journal
DateTimeMethodResult / NotesNext StepNext
9. Next Step Checklist   /   10. Lead Temperature

Lender Quick Copy Tools

Use the snapshot for a private lender text. Use the intro for a client/lender group text.

Please be assured that your e-mail address will never be sold, shared or used for any other purpose without your permission.
NVHomesLV.com | Internal Lead Intake Form | For NVHomesLV.com Use Only