Client-Sourcing Team

Be the first friendly face for someone looking for a home.

The Client-Sourcing Team meets people where they are — on a phone call, a form, or a referral — and gathers what we need to match them with housing. This track teaches how to run a warm, confidential intake and hand off cleanly.

Warm intake

Open every conversation with empathy — and still capture what we need.

Clean follow-up

Keep clients updated, even when there's no news yet.

Confidential by default

Learn what to share, what to protect, and how to hand off safely.

Your training track

11 modules — self-paced, with a quiz after each one.

Module 1
Welcome & The Client-Sourcing Mission
Who we serve, how we serve them, and why the Pre-Screening Form is the heart of your job.
Module 2
Understanding the Ideal Client
Who qualifies, who doesn't, and how to spot red flags early.
Module 3
First Contact & Warm Intake Scripts
How to open the call, sound human, and hear what the client actually needs.
Module 4
The Pre-Screening Form Conversation
How to introduce the form, why it's mandatory, and how to handle hesitation.
Module 5
Objection Handling & Follow-Up Cadence
The eight most common objections and a 5-touch follow-up plan that isn't annoying.
Module 6
Handoff to the Placement Team
A clean handoff means the client feels cared for and placement can move fast.
Module 7
Compliance, Data Privacy & Wrap-Up
What you can and can't say, how to store client info, and how you get paid.
Module 8
Inside the Client Portal
See what clients see so you can guide them calmly through every step.
Module 9
Platform & Tools — Your Training Site
Master the tools you use every day: your personal referral link, the Client Pre-Screening Form flow, your dashboard, and how the site tracks the credit you're owed.
Module 10
Using the ITS CRM (Client-Sourcing Team)
Sign in to the CRM, keep every client's record accurate, and hand off cleanly to Placement.
Module 11
How You Get Paid
Your payout stages, when a payout is actually earned, and how to track it.

Finish, then get certified

Pass each quiz at 80% or above and download your completion certificate.

Working with property owners instead? See the Landlord Team track