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Start Your Build

What happens when someone fills out my form?

They tell you about the house they want. Their board opens the moment they send it, and your team hears about them right away.

Harbor & Pine Homes · Start Your Build
Start Your Build on a laptop: Any must-haves, with open floor plan, home office and walk-out lower level picked, and their home board filling in beside the form.
Start Your Build on a phone: Any must-haves, with three picked.

What it asks

Seven questions. Everything your first call needs.

The answers you’d spend the first ten minutes of a call collecting, before anyone picks up the phone.

  1. WhatWhat brings you here?

    Build a custom homeRemodel or additionJust exploring

  2. WhereWhere will you build?

    I have my own lotIn one of your communitiesI’ll need help finding land

  3. WhenWhen are you hoping to start?

    Within 6 monthsWithin a year1 to 2 years out

  4. WhoWho will live here?

    The two of usOur family, with kidsMore than one generation

  5. Must-havesAny must-haves?

    Open floor planHome officeWalk-out lower levelIn-law suite

  6. BudgetWhat range feels right?

    One of your rangesRather talk in person

  7. ContactWhere should we send your board?

    NameEmailPhone, optional

From form to board

They answer. Their board is ready.

No waiting on a callback. By the time your team replies, they’re already planning.

  1. They tell you what matters.Where, when, and their must-haves.

  2. Their board opens.Their answers are already in the rooms.

  3. Your team hears right away.In New This Week, ready for a reply.

With every lead

What your team gets, every time.

An email the moment they send it.Who they are, what they want, and a link straight to their board.
Their answers, filed.Where, when, who and their must-haves, saved as facts your team can see and edit.
A board set up from their answers.Their must-haves are marked in the right rooms. A walk-out flags Lower Level.
Spam and remodels held.Every lead is checked first. Anything you’d rather see first waits in Held.
Sent where you want it.Your team’s inbox, and another system you use if you want each lead there too.
No password to forget.Families come back with an emailed sign-in link. Already have a board? We send them back to it.

Questions

Short answers.

Does it replace the form on my website?
Yes. Your Start Your Build button points to it, and it carries your logo, your colors and your phone number.
Can we change the questions?
We set the questions and answers up with you at setup, in your words, and change them when you need to.
What if they already have a board?
They’re sent a sign-in link to the board they already have, never a second one.
What happens to spam?
It never opens a board. Suspicious leads wait in Held for your team to decide.
What about remodels?
If you build new homes only, remodel requests are held for your team instead of opening a planning board.
Where do leads go?
Into your team’s workspace and inbox right away. If you want each one in another system too, we send it there as it comes in.

Turn the next lead into a board.

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