How do I customize my intake questions?

With GO!, you can customize your intake process and create different intake workflows to support different types of transactions!

Our innovative chat-like intake form is revolutionizing the way real estate contracts are handed-off. To make this process the best experience for every user, we replaced the need for an agent to complete a jot form, paper form or other disjointed process with “Intake Workflows”. The intake workflow is easy to fill out and walks you through question by question to ensure the right information is received. We get you started with a Default Intake Workflow, yet we also know that one size doesn't always fit all.

1) You are able to edit and customize the default intake workflow. 

Access your intake workflows by selecting the "Settings" tab in the header. You'll then be able to include or exclude information during your intake based on your specific needs. You can also add your own customized questions!

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2) You can create multiple Intake Workflows as well!

Select “New Workflow”, and enter your preferred settings. Voila! You have created a customized intake form! 

GO! offers the ability to create multiple workflows for your account. For example, if you would like to create an Intake workflow for Buyer Under Contract, Seller Under Contract, or Listings, you have that flexibility. We also have seen clients create multiple intake forms if they conduct business in multiple States, or if they have a different plan option level (Tier 1, Tier 2, Tier 3) service. 

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It's easy to customize the Intake workflows in either scenario. Simply open the Intake Workflow, select new question and you can now add a Contact, Date, Detail or Document request to your workflow. You can also drag and drop the order!

2 quick items to note:

  • We will always require these questions and they cannot be removed: What is the property address? Is this a closing or a listing? and Who are you representing.
  • You can drag and drop and question in your preferred order with the exception of the first 4 questions, those are pre-set and can't be moved.

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If you need any help getting started, don't hesitate to reach out to us!