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Leads, routing, and reporting

Lead qualification

How Roof AI collects deeper lead data automatically, and where that data shows up.

Last Updated: May 16, 2026

Available for the following tiers:
Intelligence
Full service

During every conversation, Roof AI does more than capture contact details – it asks targeted questions to build a profile of each lead before your agents ever follow up. The qualification data is collected automatically, without the visitor feeling like they're filling out a form.

This means your agents show up to every follow-up conversation already knowing who they're talking to.

What gets captured

Data point

What it tells your agents

Financing status

Whether the lead is pre-approved, actively financing, or still exploring, so your team can prioritize accordingly

Timeline to buy or sell

How soon they're planning to move, so follow-up urgency can be calibrated

Agent representation status

Whether they're already working with an agent, so your team has the right context before reaching out

Listing opportunity

Seller intent, property address, and key details captured automatically to flag potential listing opportunities

Home search preferences

Buyer timeline, budget range, and needs: used to build a buyer profile before first contact

Showing preferences

Scheduling details like timing and availability, so showings can be coordinated faster

Returning visitor history

Prior listing views and past conversations, so repeat visitors don't start from scratch

Where qualification data shows up

Every lead notification email includes the full qualification profile captured during the conversation. Your agents get everything they need to follow up intelligently directly in their inbox, without logging in anywhere.

Those who subscribe to Roof AI Intelligence and Full service get advanced lead qualification details included in their listing inquiy emails.

What this means for your team

Without qualification, your agents follow up blind – they know someone visited a listing page and left their number, and nothing else. With qualification, they know the lead's timeline, budget range, financing status, and whether they're already working with someone else.

The result: faster follow-up, better conversations, and less time spent on leads that aren't ready to move.

Questions?

Email us at support@roof.ai with your domain and a description of what you're seeing.

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