Seller Tools
Know a buyer can close before the first call
Proof of funds is collected as part of buyer intake, and buyers without it are flagged automatically.
Common problems with chasing proof of funds
A few problems tend to show up when proof of funds is requested after the conversation starts:
Some buyers turn out to have no proof of funds.
Calls, emails, and meetings happen before funds are confirmed.
Time goes into buyers who were never able to close.
Unqualified buyers take up time before anyone can tell they're unqualified.
Proof of funds, collected upfront
The request is part of the buyer's intake, so funds are addressed before anyone schedules time.
Proof of funds collected as part of buyer intake
Buyers without it are flagged automatically
The same requirement applies to every buyer
Runs on your own website, under your own branding
Feeds directly into the qualification workflow
Step by step
How proof of funds moves through it
1
The buyer starts intake on your website
Proof of funds is requested as part of the same form.
2
They provide it with the rest of their details
No separate request goes out by email.
3
Buyers without it are flagged
You see the gap immediately, not after several conversations.
4
Qualification continues for the rest
Buyers who have shown funds move on to the next step.
.avif)
Stop qualifying buyers who can't close
Funds are confirmed at the start, so your calls go to buyers with a real ability to proceed.
Buyers without proof of funds are flagged before a conversation starts
Fewer hours go into buyers who were never able to close
You don't have to ask for it, or ask again
Frequently asked questions
Answers to what brokers usually ask before picking a tool to start with.
Do I need to use every tool, or can I start with just one?
Start wherever makes sense for your workflow. None of these tools require the others to work.
What's the difference between Seller Tools, Buyer Tools, and Developer Tools?
Seller Tools are what a seller interacts with directly. Buyer Tools are what a buyer interacts with. Developer Tools sit underneath both, running the experience under your own brand.
Can I customize the platform to match my brand?
Yes. The White Label Platform runs the entire client experience under your own branding and domain.
Do these tools work together automatically?
Yes. Seller intake, valuation, and listings all pull from the same source of information.
Can I see a tool in action before committing?
Schedule a demo, or sign up directly on the three self-serve tools: Seller Onboarding & Client Intake, Buyer Intake & Qualification, and the Business Valuation Calculator.
Connect
