BUYER 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
Connected to the rest of the deal
Proof of Funds is one part of buyer qualification and works with the tools around it.
All tools
.svg)
Privacy & Access Controls
Access opens only to buyers you've cleared.
See how it works
NDA & Confidentiality
Qualified buyers sign before sensitive details are shared.
See how it works
Blind Listings & Private CIMs
Approved buyers move from a blind listing to full details.
See how it works
Buyer Intake & Qualification
Proof of funds is collected inside the same intake.
See how it works
Frequently asked questions
Answers to what brokers usually ask about proof of funds.
How are buyers without it flagged?
Buyers without proof of funds are flagged automatically, so you see the gap before a conversation starts.
