Free resource
TC Lead Intake Checklist
A clean, printable checklist you can use to qualify faster, reduce back-and-forth, and start every file organized.
Use this as a printable checklist now, then optionally convert it into a structured intake system later.
What you’re getting
- Printable lead intake checklist (PDF)
- Qualification questions that prevent half-filled submissions
- A clean structure you can adapt to your state/brokerage
Want an intake system that enforces required fields?
I build conversion-first TC websites, with optional intake and cover-sheet automation if you want the system behind it.
See the TC offer