Buyer qualification for teams and brokerages
One shared process for every buyer lead: who takes it in, who reviews it, who it goes to and what happens next.
QLFI is not a lender. Results are preliminary and subject to lender verification and approval.
5·10·20
seat team plans, custom for brokerages
1
shared pipeline for the whole team
$5
per run on every team plan
Any
CRM: keep yours or work in QLFI
Same steps, every agent
- 01
Intake
Leads arrive from forms, websites, open houses or connected tools.
- 02
Assessment
With the buyer's authorization, QLFI returns preliminary results.
- 03
Assignment
A team lead assigns the lead to the right agent.
- 04
Follow-up
Work it in the shared pipeline, or in your existing CRM.
Every lead, one view
Team leads see every buyer lead and its qualification status in one pipeline, then assign it to the right agent.
- Leads from every source in one place
- Qualification status on every card
- Assignment to team members
- Team reporting on what came in and where it went
New2
Ava Turner
Open House
Ben Ruiz
Open House
Qualified3
Maya Collins
Open House
Priya N.
Open House
Sam W.
Open House
Assigned2
Derek Shaw
Agent: J. Park
Nora Lee
Agent: J. Park
Nurture1
Luis Ortega
Check in 60 days
Who owns each step
A suggested way to split the work. These are roles you set, not automatic product permissions.
| Step | Lead / ISA | Agent | Team lead | Lender |
|---|---|---|---|---|
| Intake | Owns | Helps | — | — |
| Buyer authorization | Owns | Helps | — | — |
| Result review | Helps | Owns | Helps | — |
| Assignment | Helps | — | Owns | — |
| Follow-up | Helps | Owns | — | — |
| Lender coordination | — | Helps | — | Owns |
See the team workflow in a demo
We'll walk your team through intake, assignment and the shared pipeline.
Assignment is not assessment
Assessment
QLFI returns a full tri-merge mortgage credit report, estimated buying power and preliminary program matches, once the buyer authorizes it.
Assignment
Your team decides who works the lead. A result informs that decision; it never decides whether a buyer deserves service.
Send each lead where it fits
Use results to decide where a lead goes next. Qualified buyers to your top buyer agents, others to rentals, credit resources or long-term nurture. Your team sets the rules.
- Qualified buyers to top buyer agents
- Not-yet-qualified buyers to rentals and leasing
- Credit-challenged buyers to credit resources
- Not-ready buyers to long-term nurture
Example rules. Your team sets its own.
Pick your team size
Every team plan includes the shared pipeline, lead assignment and team reporting.
Team Growth
$397/mo
+ $5 per run. No included runs.
Need more than 20 seats? Brokerage plans are custom. Talk to us.
Keep the CRM you already use
| Setup | How it works |
|---|---|
| Your existing CRM | Connect it, and QLFI sends qualification data back so agents keep working where they are. |
| QLFI pipeline | Work and message leads directly in QLFI, which suits teams without a CRM or that keep unqualified leads out of it. |
- Your existing CRM
- How it worksConnect it, and QLFI sends qualification data back so agents keep working where they are.
- QLFI pipeline
- How it worksWork and message leads directly in QLFI, which suits teams without a CRM or that keep unqualified leads out of it.
Stop guessing which leads are ready. Give every agent the same picture, the same process and a clear next step.
Pick a team plan that fits
5, 10 or 20 seats, or a custom plan for your brokerage.
Common questions
Team plans come with up to 5, 10 or 20 seats. Brokerages that need more can talk to us about a custom plan.
Move to the next team plan, or contact us about a brokerage plan for larger seat counts.
Verifying income, assets and credit, and issuing any approval. QLFI is not a lender and its results are preliminary.
Yes. QLFI can send qualification data back to the tools you already use, or your team can work leads from the QLFI pipeline.
No. Team plans charge a monthly fee plus $5 per run. There are no included or unlimited runs.
Related
One process for your whole team
QLFI is operated by Lending Consultants of America LLC. QLFI is not a lender and does not issue mortgage approvals.