About this template
This Real Estate Buyer Questionnaire template helps agents efficiently capture critical client details, preferences, and financial readiness before scheduling property viewings. Instead of disjointed email threads or messy notes taken during phone calls, this comprehensive intake form collects everything you need in one organized place.
From desired neighborhoods, property styles, and square footage to mortgage pre-approval status and down payment readiness, this questionnaire gives you a complete picture of your client's purchasing power and expectations. By standardizing your initial intake, you can curate more relevant property matches, respect your clients' time, and close deals faster.
Built for Google Forms via Doc2Form, this template can be easily customized to fit your brand. Share a simple link with new clients before your first consultation to ensure you walk into every meeting fully prepared.
Key features
- Collect comprehensive buyer preferences and search criteria in a single submission
- Gauge financial readiness, pre-approval status, and budget constraints upfront
- Identify must-have property features, preferred locations, and maximum commute times
- Streamline onboarding for first-time homebuyers and seasoned investors alike
- Fully mobile-friendly so clients can complete it conveniently from any device
Use cases
Onboarding new real estate clients during initial consultation intake
Gathering detailed wishlists for couples or families relocating to a …
Gathering detailed wishlists for couples or families relocating to a new city
Qualifying leads before spending a weekend scheduling property tours
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where can we send property listings and updates?
- Phone Number (Short answer)Best number to reach you via call or text.
- Preferred Contact Method (Multiple choice)How do you prefer we communicate with you?
- Reason for Moving (Paragraph)Briefly share what is prompting your move (e.g., job relocation, growing family, downsizing).
- Desired Move-In Timeline (Dropdown)When are you hoping to be settled into your next home?
- Current Living Situation (Multiple choice)Do you currently rent or own your home?
- Do you need to sell a current home before buying? (Multiple choice)Let us know if your purchase is contingent on another sale.
- Financing Pre-Approval Status (Multiple choice)Have you spoken with a lender or obtained a pre-approval letter?
- Comfortable Monthly Payment (Short answer)What is your target monthly mortgage payment range?
- Preferred Location & Neighborhoods (Paragraph)List specific cities, neighborhoods, school districts, or regions you are considering.
- Maximum Commute Time (Short answer)What is the maximum acceptable commute time to work or school?
- Next Home Price Range (Dropdown)Select your target purchase price range.
- Desired Bedroom Count (Dropdown)Minimum number of bedrooms needed.
- Desired Bathroom Count (Dropdown)Minimum number of bathrooms needed.
- Must-Have Features (Paragraph)List any non-negotiable features you need in your next home (e.g., fenced yard, home office, pool, garage).
- Renovation and Repair Willingness (Multiple choice)Are you open to properties that need minor cosmetic updates, or do you prefer move-in ready?
- Additional Notes or Comments (Paragraph)Anything else you would like us to know about your search?
FAQ
How do I share this questionnaire with my clients?
Once generated in Google Forms, simply copy the form link and email or text it to your clients prior to your initial consultation meeting.
Can I edit the questions to match my specific market or niche?
Yes! Because the form lives in your Google Drive, you can easily add, remove, or modify any questions to suit luxury properties, commercial real estate, or specific local neighborhoods.
Is this template free to use?
Yes, this template is completely free to convert and deploy using Doc2Form and Google Forms.
How does this help me save time as an agent?
By collecting structured data on budgets, locations, and deal-breakers upfront, you avoid showing homes that don't fit your clients' criteria.
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.