01
Choose the intent
Use the shared consultation form to mark buyer, seller, or both so the conversation starts in the right frame.
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How it works
One shared consultation, then the path branches.
The real-estate process should start with one low-pressure intake, then separate into the buyer, seller, or mixed lane that actually matches the work ahead.
Shared intakeBuyer / seller branchingProtected follow-up later
Shared intakeBuyer / seller branchingProtected follow-up later
The process should read as one shared backbone first, then branch where buyer and seller work genuinely diverge.
02
Clarify the pressure points
Surface timing, location, and what currently feels uncertain before the next recommendation gets made.
03
Route the next step
Move into the right track with a clearer plan, instead of carrying every open question into the same meeting.
04
Shift into the protected workflow
Keep protected client work and document-heavy follow-up inside the shared account layer when the process moves forward.
Buyer notes
Buyer guidance can stay focused on timing, search, and offer readiness.
Mortgage help appears as a coordinated next step only when it is truly relevant.
Seller notes
Seller guidance can stay focused on timing, prep, pricing, and move coordination.
The first consult should clarify sale strategy before it asks for a heavier commitment.
Next move
Use the shared intake once the sequence feels clear enough to act on.
If the shared backbone already makes the process easier to see, the consultation can start from your actual stage instead of re-explaining the whole path from zero.