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One intake, buyer and seller branching.

Use one shared consultation request so the first conversation can start in the right lane without making you sort through separate forms first.

The intake stays intentionally lighter than a buyer questionnaire or listing package. It is there to route the next conversation well, not to replace it.

Buyer, seller, or bothShort branching fieldsProtected workflow later

What happens next

  • The request is reviewed in the right buyer, seller, or mixed-intent lane.

  • Follow-up can start from your timing and the questions that matter most now.

  • Protected client work moves to the shared account host only when the conversation is actually underway.

See how the process works first

If you want the shared process explained before you request the consultation, that path is ready first.

What best describes the conversation you need?
When does this feel most relevant?

Buyer context

The buyer lane should clarify timing, financing overlap, and search pressure without forcing a heavier questionnaire too early.

Buyer details

Keep this light. The goal is to route the conversation, not replace it.

We use these details only to prepare and route the consultation request. The first step should reduce confusion, not increase it.

Still orienting?

Use the consultation when the lane is clear enough to make the time worthwhile.

If you still want the shared sequence clarified before you request a conversation, the process page gives that orientation without pushing you straight into the form.