Seller Valuation Flow

A seller form should qualify the lead before the first call.

This static flow shows how a Realtor website can collect useful seller context, set expectations around an agent-prepared CMA, and map the inquiry into CRM follow-up.

Property address1047 Aurelia Court, Orlando, FLSelling timeline1–3 monthsHome conditionMove-in ready, needs pricing reviewBest next stepRequest agent-prepared CMA

Property address

Capture address, neighborhood, property type, and optional unit/lot notes.

Timeline and motivation

Separate urgent sellers, casual planning, relocation, estate, and refinance-related inquiries.

Condition and upgrades

Collect condition, recent updates, pool/lanai, roof/HVAC age, and staging concerns.

Agent-prepared CMA

Set the expectation that a real pricing opinion requires local review, comps, and property context.

CRM field mapping

The seller lead should arrive with context, not just a name and phone number.

Production integration can route these fields into Follow Up Boss, kvCORE, HubSpot, GoHighLevel, email, Zapier, Make, or a custom webhook after access and field mapping are approved.

name

phone

lead_type

property_interest

desired_area

price_range

timeline

source_page

utm_source / utm_campaign

Routing

Website form → validation/spam protection → CRM/webhook/email → source tags → assigned agent.

Confirmation

Seller receives a confirmation while the agent gets a complete intake record and source context.

Safe valuation copy

This demo frames the result as an agent-prepared CMA, not a guaranteed instant automated valuation.

Production note: automated valuation APIs, live scheduling, SMS consent, CRM API keys, and compliance-approved seller copy require real client access and testing before they can be claimed as implemented.