Customize Your Lead Form to Qualify Leads and Personalize Your Follow-Up
Published September 10, 2026
Lead generation is one of the most important parts of being a real estate agent. Leads can come from paid services, business networking, online marketing and many other sources.
But some of your strongest leads are often the people you’ve already met, spoken with, and identified as potential clients or referral partners.
The problem is that many agents hand out business cards without collecting the other person’s information. Once the conversation ends, so does the connection.
That’s where your eConnect Lead Form comes in.
The GOAL
The goal is to make exchanging information quick, comfortable, and natural when you meet a prospect at a networking event, open house, community gathering, or business function. You want to give prospects a simple way to share their contact information which is automatically saved in your eConnect eWallet folder in an organized fashion which saves you time and makes follow up efficient.
Your lead form shouldn't feel like a job application. That's why your eConnect Leads Form should be simple. You don’t want to collect too much information upfront. Deciding what information you really need to capture is key. You want to keep in mind that this is just the conversation starter to be able to follow-up. Start with the basics:
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First and Last Name
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Email
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Phone number
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Interest - For example, you might want to know whether someone is interested in:
Buying | Selling | Investing | Referrals | Local market information
But don't make the form unnecessarily long.
The more information you ask someone to provide, the more effort you're asking them to make which could create a barrier.
How to Use the eConnect Lead Form
You have several options depending on the situation.
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Someone standing in front of you can scan your QR code for your digital business card then click ‘Exchange Info’.
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You can text, email, or post your Leads Form link.
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You can also use the standalone QR code on printed materials, at an open house, or anywhere else you want people to connect with you and share their contact information.
You now have a simple way to capture and organize prospects contact information!
Your 5-Minute Action for Today
On your mobile phone, open your eConnect Leads Form. The form is accessible 2 ways:
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Click on the ‘Suite’ icon on your digital business card from the Home screen
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Click on Settings then click on Lead Form - Here you’re able to enable and disable your Lead form, access the standalone QR Code, and determine which fields you want to include on your lead form.
When you’re customizing your lead form, ask yourself: “What do I really need to collect to make following up easy?” You should remove anything unnecessary and make the form simple to complete.
Once you’re done customizing your Lead Form, you’re ready to share it with prospective clients during your business networking events! Information collected will be stored under the eWallets tab under the ‘Exchanged Info’ folder.
What's Next?
Next we'll cover one of the most important networking habits: don't just give out your contact information and HOPE the potential lead will get back to you. We’ll show you how you can capture leads’ information and be proactive in your follow-up. We’ll also share how you can turn that stack of business cards you collected into leads.
Share with Colleagues
If you find this information useful, forward this information to your colleagues to help them improve their lead generation and business networking process.
Thank you for being part of the eConnect community.
View More Resources for ROA Agents
Who We Are
eConnect Business Suite is an all-in-one platform that helps businesses network, strengthen their brand, capture and organize leads, build lasting customer relationships, and grow—all through one connected suite of tools. These tools include Hybrid Business Cards, Digital Business Cards, Professional Email Signatures, an AI Business Card Scanner, Lead Forms, and a Business Contact Manager.