How is this different from a chatbot?

Chatbots follow scripts. Perspective conducts adaptive conversations that understand context, ask the follow-ups a great buyer’s agent would ask, and produce structured buyer data your CRM can act on. Think concierge, not chatbot.

Will buyers actually complete it?

~90% do. Conversations feel like talking to a real agent — not filling out an MLS filter. Compare that to the ~46% average for static forms.

What CRMs does it integrate with?

Follow Up Boss, HubSpot, Slack, webhooks, and a growing list of integrations. Structured buyer data flows directly into your stack.

How long does setup take?

Minutes. Describe the questions you wish every buyer answered honestly. No code, no drag-and-drop builder, no IT ticket.

Is client data secure?

Yes. Perspective is SOC 2 Type II certified, with encryption in transit and at rest.

Concierge

Your buyer form collects beds and budget. A conversation learns what they’ll actually buy.

Perspective replaces your static buyer intake with an AI conversation that captures dealbreakers, lifestyle needs, and readiness — so you stop wasting showings.

Get Started Free Explore Plans

Your buyer form collects beds and budget. A conversation learns what they’ll actually buy.

Buyers prefer it

~90% completion rate vs ~46% for static forms. Conversations feel like talking to a good agent, not filling out an MLS filter.

Structured + deep

Captures the CRM fields your system needs, plus the lifestyle context that MLS filters miss — in one conversation.

Routed in real time

Hot leads get flagged for immediate follow-up. Browsers go to nurture. Follow Up Boss and HubSpot update automatically.

From Form to Conversation

A conversation captures what a filter never could

Your form gets beds/baths and a price range. Your concierge learns “must have a yard but hate yardwork,” needs a home office, and won’t consider anything without natural light.
Follow-ups adapt to every answer — a first-time buyer conversation looks nothing like a downsizer or investor
Buyers share more because it feels like talking to an agent who cares about fit, not just volume
The result: structured buyer data your CRM can act on, plus the lifestyle context that matches the right home

Popular Features

→ Inside the Concierge agent → Why static forms fail

Person having a conversation with Perspective AI

ConciergeTell us what you’re looking for.

Lead Score

Qualified

youragency.com/buyer-intake

Tell Us What You’re Looking For

Full name *

First and last name

Price range *

$400K – $700K

Bedrooms *

Select...

Anything else we should know?

Optional...

Submit

Stop Wasting Showings

This form is costing you showings

Price range and beds/baths — that’s all you get before the first three showings become discovery
No way to tell a serious pre-approved buyer from someone browsing Zillow on a Sunday
Every lead gets the same generic follow-up because you have no context to prioritize

Popular Features

→ Try it on your form → Compare to Typeform

Better Input, Better Matches

When agents know more, every showing counts

Every buyer arrives with must-haves, dealbreakers, financing status, timeline, and lifestyle needs — before the first tour
You decide who to prioritize, which homes to show first, and how to personalize the experience — based on real context, not filters
Fewer wasted showings, faster matches, and buyers who feel understood from day one

Popular Features

→ Browse real estate templates → Inside the Concierge agent

Buyer inquiresFinds a listing or visits your site

Concierge qualifiesNeeds, readiness, timeline

Buyer profiled & routedReady to tour

Slack

HubSpot

Follow Up Boss

Under 2 minutes, start to CRM

Perspective integrates with your favorite tools

Slack

HubSpot

Follow Up Boss

Talk About Great Conversations

Dorit Sher

CEO

@ Experity

"Perspective is great! It's easy to talk to and really understands you. The best part? It gives you smart insights super fast. If you want a tool that's friendly and helps you get things done quickly, Perspective is the way to go."

Katie Rich

Vice President, Customer Delivery

@ AppDome

"Overall, it was a fun and simple experience. I appreciated the flexibility to complete the interview in my own time, the friendly and professional tone of the AI, and its conversational nature. The summary at the end was a nice touch."

Katie Yagodnik

Sr. Director of Digital Customer Success

@ Totango

"Perspective AI has been a game-changer for our team. It provides deep insights from our customers and team without adding to our workload. The ease of analysis saves us time and delivers objective, actionable insights effortlessly."

FAQ

Frequently Asked Questions

See what your form is missing.

Paste your buyer intake page. We’ll show you the difference a conversation makes.

Free to try · No credit card required · Ready in 60 seconds

Templates

Start with a template built for qualify home buyers

Customize in minutes. Deploy when you're ready.

What's most important to you in your next home*?

Qualify Home Buyers

Go beyond price range and beds/baths. Learn their dealbreakers, lifestyle needs, and timeline — so you only show homes they’ll actually buy.

Used 1,700+ times

Use Template

Are you looking to purchase or refinance*?

Prequalify Mortgage Borrowers

Learn income sources, urgency, and timeline before a loan officer picks up the phone. Serious borrowers get fast-tracked — with the context to close quickly.

Used 1,600+ times

Use Template

Are you looking to buy, sell, or both*?

Real Estate Lead Capture Form Template

Capture higher-quality real estate leads with personalized conversations that adapt to buyer preferences and seller situations in real-time.

Used 2,341+ times

Use Template