Budget & Project Funding Request Form
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7 steps
11 fields
Financial Services Startup requests funding
Real estate intake form for Tallyfy
Qualify buyers properly before showing properties
Showing houses to unqualified buyers wastes everyone's time. This intake checklist collects pre-approval status, budget range, property requirements, and timeline before you schedule a single showing.
9 steps
15 fields
4 automations
Use this form in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Customer fills "Real Estate Home Buyer Client Intake Checklist" form | CX Customer | On time |
| Status: Active | 2. AI summarizes and tags submission | Claude AI agent | 3m left |
| Status: Waiting | 3. Reviewer approves and assigns | RV Reviewer | 4h left |
| Status: Conditional | 4. Auto-trigger next workflow | Conditional On approval | Auto |
Tallyfy is the accountability layer that lets this form trigger a hybrid people + AI workflow.
Form fields
Real Estate Home Buyer Client Intake Checklist
Complete this form to gather all essential information from your new home buyer client. Takes about 10-15 minutes. Required for pre-approval verification and property matching.
Enter text...
Enter full legal name exactly as it appears on government ID
Enter text...
Enter text...
Enter description...
Enter description...
List preferred neighborhoods, cities, or school districts
Enter text...
Enter minimum and maximum price range (e.g., $300,000 - $450,000)
Select option...
Current mortgage pre-approval status determines buyer readiness
Enter text...
If pre-approved, provide lender name and loan officer contact
Enter text...
Enter text...
Select date...
When does the buyer need to move into their new home?
Select option...
First-time buyers may qualify for special programs and assistance
This is a preview. Sign up to use this form.
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipe 1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2
Run
People + AI working together 4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3
Track and improve
Audit and learn 7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.
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