Seller Intake Agent
Collects ownership documents, target price and timeline from every new vendor in one structured flow — no scattered emails.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Collects ownership documents, target price and timeline from every new vendor in one structured flow — continuously, in your systems, in your tone.
In real estate, collects ownership documents, target price and timeline from every new vendor in one structured flow — no scattered emails — but doing it manually does not scale. Seller Intake is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Seller Intake connects to Seller Intake, Onboarding, Funda and your ops & reporting stack. It reads your rules, brand voice and live data — then collects ownership documents, target price and timeline from every new vendor in one structured flow — no scattered emails. Exceptions land with your team; everything else runs without another dashboard to check.
- Inbound received — Seller Intake · all channels
- Classify & score — Onboarding · intent · urgency
- Match owner or path — Team · queue · self-serve
- Deliver with context — Summary attached · SLA set
- Ambiguous case — Routed to lead for review
What it can deliver
- Seller Intake
- Onboarding
- Routed items
- Priority tags
Potential integrations
Seller Intake · Onboarding · Funda · Salesforce · Exact Online · Shopify
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset