About this template
Finding the right home starts with understanding your client's exact needs, budget, and timeline. This Buyer Information Form template is designed for real estate professionals to streamline the client onboarding process, capturing essential property preferences and financial readiness in a single, organized step.
Instead of endless back-and-forth emails or messy handwritten notes, use this structured questionnaire to gather everything from preferred school districts and bedroom counts to mortgage pre-approval status and moving timeframes. Clients can easily complete the form on any device, ensuring you have accurate data before your first property tour.
With Doc2Form, you can instantly turn this layout into a ready-to-use Google Form, letting you centralize your client intake data directly in your workspace and match buyers with their dream homes faster.
Key features
- Capture complete property preferences and room requirements in one submission.
- Collect vital financial details including budget range and mortgage preapproval status.
- Mobile-friendly format for clients to complete on their phones or tablets.
- Instant organization of client data straight into your Google Workspace.
Use cases
Onboarding new home buyers at initial consultation meetings.
Gathering remote property criteria for out-of-town relocating clients.
Qualifying leads and assessing purchasing readiness before scheduling…
Qualifying leads and assessing purchasing readiness before scheduling tours.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)We will use this to send you matching property listings.
- Phone Number (Short answer)Include your area code for quick scheduling calls or texts.
- Current Address (Paragraph)Your current street address, city, and zip code.
- Preferred School District (Short answer)Specify any particular schools or districts you want to live within.
- Current Housing Status (Multiple choice)Do you currently own or rent your home?
- Target Moving Timeframe (Dropdown)When are you hoping to move into your new home?
- Bedrooms Needed (Dropdown)Select the minimum number of bedrooms required.
- Bathrooms Needed (Dropdown)Select the minimum number of bathrooms required.
- Garage Size Needed (Dropdown)Select your preferred parking or garage capacity.
- Target Price Range (Dropdown)Select your comfortable purchase price range.
- Mortgage Preapproval Status (Multiple choice)Have you spoken with a lender or obtained a preapproval letter?
- Do you need to sell an existing home before buying? (Multiple choice)Let us know if your purchase is contingent on another property sale.
- Additional Home Search Notes (Paragraph)Share any specific must-have features, architectural styles, or neighborhood preferences.
- Pre-Approval Letter or Supporting Documents (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
FAQ
How do I share this form with my home buyers?
Once generated in Google Forms, you can easily share the form link via email, text message, or embed it directly on your real estate website.
Can I customize the questions to fit my local market?
Yes, absolutely. Since the template lives in your Google Forms account, you can add, remove, or edit any questions to match your specific agency workflows.
Do my clients need a special app to fill out the form?
No special app is required. Clients can open and submit the form directly from any standard web browser on their mobile phone, tablet, or computer.
Where is the submitted buyer data stored?
All responses are automatically saved in a secure Google Sheet linked to your form, giving you instant access to search, sort, and analyze client details.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.