Create seller lead and valuation report for prospects

You get valuation forms with inconsistent answers and no sell-price, which slows seller qualification and outreach. Contacts and a sell report are created automatically so you can follow up same day.

Overview

When owner valuation forms arrive with gaps, your small growth team spends hours qualifying and misses outreach windows. This flow captures the submission, runs an AI valuation and selling snapshot, creates a presentation PDF, and seeds a CRM contact so your team can follow up the same day.