Lead Scoring
How Sift qualifies and scores your leads
Lead Scoring
Sift automatically scores every lead based on their conversation signals. This helps you prioritize follow-up — hot leads get immediate attention, cold leads can wait.
Score Levels
| Score | Range | Badge | Meaning |
|---|---|---|---|
| Hot | 70–100 | 🔥 Red | High intent — ready to view or buy |
| Warm | 40–69 | 🟡 Yellow | Interested but missing key signals |
| Cold | 0–39 | 🔵 Blue | Browsing, no clear intent |
What Signals Are Measured
The agent extracts qualification signals from the conversation:
High-value signals (push toward Hot)
- Budget mentioned — "My budget is £350,000" or "We can go up to £500k"
- Timeline stated — "I need to move within 3 months" or "We're looking to complete before Christmas"
- Specific requirements — exact bedroom count, preferred area (e.g. "Hackney or Walthamstow"), property type
- Ready to view — "Can I see it this week?" or "When can we schedule a viewing?"
- Financial readiness — cash buyer with proof of funds, or DIP/AIP held
Medium signals (push toward Warm)
- General interest — "What do you have in south London?" or "Tell me about your properties"
- Some specifics — mentions an area but no budget, or budget but no timeline
- Engaged conversation — multiple messages, asks follow-up questions
Low signals (stay Cold)
- Vague inquiry — "Just browsing" or "What do you do?"
- No specifics — doesn't answer qualifying questions
- Short conversation — 1–2 messages then disengages
- Off-topic — asks about unrelated things
How Scoring Works
- As the conversation progresses, the agent notes each signal
- After the conversation, signals are combined into a qualification score
- The score determines the Hot/Warm/Cold label
- Both the score and extracted details appear on the Leads page
UK Qualification Signals
Sift extracts four UK-specific signals from every buyer conversation. These signals are displayed on the Leads page and factor into the lead score.
Chain Status
Whether the buyer has a property to sell before completing.
| Status | Score impact | What it means |
|---|---|---|
| Chain-free | +18 pts | First-time buyer, cash with no property to sell, or already sold STC |
| Single onward chain | +8 pts | Selling a property that is already under offer |
| In chain | Neutral | Has a property to sell that isn't yet under offer |
Chain-free buyers are the most attractive to sellers because they reduce the risk of a chain collapse. Sift asks buyers directly about their selling position and classifies the response automatically.
Mortgage / Financial Status
How far the buyer has progressed with financing.
| Status | Score impact | What it means |
|---|---|---|
| Cash buyer (proof of funds) | +20 pts | Cash purchase with explicit proof-of-funds confirmation |
| DIP/AIP held | +14 pts | Decision in Principle, Agreement in Principle, or Mortgage in Principle obtained |
| Mortgage application pending | +10 pts | Application submitted, awaiting mortgage offer |
| Exploring options | Neutral | Considering mortgage but not yet started |
cash_proven. The agent requires explicit
proof-of-funds context before awarding the +20 bonus. A lead who says "I'll pay cash" without
confirming funds is classified as unknown until confirmed.Buyer Scheme Eligibility
Whether the buyer qualifies for a government buyer scheme.
| Scheme | Score impact |
|---|---|
| Help to Buy | +4 pts |
| First Homes | +4 pts |
| Shared Ownership | +3 pts |
Sift asks buyers whether they're eligible for any scheme when the property price and buyer context suggest they might be. Scheme eligibility widens the pool of completable buyers, which is relevant for new-build and affordable housing listings.
Stamp Duty (SDLT) Position
The buyer's Stamp Duty Land Tax status affects their effective purchase cost.
| Position | Score impact | What it means |
|---|---|---|
| First-time buyer | +3 pts | FTB relief applies — pays 0% on first £425k |
| Non-resident | +2 pts | Subject to non-resident 2% surcharge |
| Main residence | Neutral | Standard SDLT rates |
| Second home / BTL | Neutral | 3% surcharge applies |
These signals are extracted automatically — you do not configure thresholds. They appear as structured fields on each lead's profile in the Leads page.
Viewing Scores
Lead scores appear in multiple places:
- Leads page — each lead has a colored badge (Hot/Warm/Cold)
- Chat Logs — the conversation details show the assigned score
- Analytics — the score distribution chart shows your lead quality mix
Tips for Better Lead Quality
- Add more properties — the agent can only match what it knows about. More listings = better matching = more engaged leads
- Write custom instructions — tell the agent to ask specific qualifying questions for your market
- Ask for chain status early — write custom instructions that prompt the agent to establish chain position in the first few messages. Knowing whether a buyer has a property to sell is the single most useful piece of information for UK sellers.
- Use targeted greetings — start with a question like "Are you looking to buy or rent?" to get qualification started faster