New prospect
Just the essentials — enrich later.
Property type
Trigger — why might they sell?
Esc to cancel
Log activity
Activity
Outcome
Request owner information
Send the secure intake form to capture the details needed to draft the Proposal. Responses land here and are emailed to you and operations.
Shareable form link
Email delivery
When an owner submits the intake form it's emailed to that owner's assigned advisor, CC'd to operations, and saved in the CRM. Delivery uses FormSubmit — no server required. The first time each address receives a submission, confirm the one-time activation email FormSubmit sends to it.
Advisor addresses · primary recipient per owner