About this template
The Home Buyer Information Form is an essential tool for real estate professionals looking to streamline their client intake process. By moving away from manual note-taking or disorganized emails, this template allows you to capture a potential buyer's specific needs, financial readiness, and property preferences in a structured, professional format that feeds directly into your Google Sheets.
This form covers everything from basic contact information to critical search criteria like desired school districts, bedroom/bathroom counts, and budget constraints. It also includes sections to qualify leads by asking about mortgage pre-approval status and current housing situations. By using this standardized intake, you can quickly assess a lead's motivation and readiness, ensuring you spend your time focusing on the most qualified prospects. It is the perfect starting point for any successful client relationship in the competitive real estate market.
Key features
- Standardize lead qualification with structured search criteria.
- Easily track mortgage pre-approval and financial readiness.
- Gather specific property requirements like location and size.
- Mobile-friendly design for clients to fill out on the go.
- Automatically sync responses to Google Sheets for easy management.
Use cases
- Qualifying new leads from your real estate website.
- Onboarding new clients during an initial consultation.
- Tracking buyer preferences for multiple property searches.
- Preparing for house-hunting tours with clear requirements.
What this form collects
- Full Name (Short answer)Please enter your full legal name.
- Current Housing Status (Multiple choice)Are you currently renting or do you own a home that needs to be sold?
- Target Price Range (Short answer)What is your maximum budget for this purchase?
- Preferred School District (Short answer)List any specific school districts you are interested in.
- Mortgage Pre-approval (Multiple choice)Have you already obtained a mortgage pre-approval letter?
- Supporting Documents (Paragraph)Please paste a link to your pre-approval letter or other relevant documents (Google Drive, Dropbox, etc.).
- Additional Notes (Paragraph)Is there anything else we should know about your search?
FAQ
How can I share this form with my clients?
Once you've customized the template, simply click the 'Send' button in Google Forms to email the link directly to your clients or embed the form on your website.
Can I add my own branding to this form?
Yes, you can customize the header image, color scheme, and font styles within Google Forms to match your real estate agency's brand identity.
Is this form suitable for mortgage brokers?
Absolutely. While designed for real estate agents, the financial qualification questions make this form highly effective for mortgage brokers and loan officers as well.
How do I handle file uploads for pre-approval letters?
Since Google Forms does not support native file uploads in all configurations, we recommend asking clients to provide a link to their document in a cloud storage folder or email it separately.
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.