---
title: "Buyer Qualification for Real Estate Teams & Brokerages | QLFI"
url: https://qlfi.ai/teams-brokerages
description: "A shared buyer qualification process for teams and brokerages: intake, assignment, shared pipeline, reporting and 5, 10 or 20-seat plans."
lang: en
---

For teams & brokerages

# 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.

Watch the Demo: https://qlfi.ai/demo
See Pricing: https://qlfi.ai/pricing

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

Shared process

## 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.

Shared pipeline

## 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

Team pipeline Illustrative

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

Recommended operating model

## 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.

Book a Demo: https://qlfi.ai/demo
Watch the Demo: https://qlfi.ai/demo

## 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.

Route by result

## 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

Routing rules Illustrative

Qualified buyer Top buyer agent

Not qualified yet Rentals and leasing

Credit needs work Credit resources

Not ready Long-term nurture

Example rules. Your team sets its own.

Seats

## 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 works Connect it, and QLFI sends qualification data back so agents keep working where they are.

QLFI pipeline

How it works Work 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

### How many seats are available?

Team plans come with up to 5, 10 or 20 seats. Brokerages that need more can talk to us about a custom plan.

### What happens at the seat limit?

Move to the next team plan, or contact us about a brokerage plan for larger seat counts.

### Which tasks stay with a lender?

Verifying income, assets and credit, and issuing any approval. QLFI is not a lender and its results are preliminary.

### Can a team keep its CRM?

Yes. QLFI can send qualification data back to the tools you already use, or your team can work leads from the QLFI pipeline.

### Are runs included in the monthly fee?

No. Team plans charge a monthly fee plus $5 per run. There are no included or unlimited runs.

## Related

- How buyer pre-qualification works: https://qlfi.ai/buyer-pre-qualification
- For individual agents: https://qlfi.ai/real-estate-agents
- Compare plans: https://qlfi.ai/pricing

## 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.

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