About this template
Streamline your new client intake process with this comprehensive Real Estate Client On-Boarding Google Form Template. Designed specifically for real estate professionals, brokerages, and property investment teams, this template helps you gather critical business data, regional market insights, and current marketing strategies from new clients or partner agencies in a single, organized place.
The form systematically captures everything from primary contact information and regional performance metrics to current listing volumes, CRM setups, and digital marketing budgets. By utilizing Doc2Form, you can instantly turn this structured questionnaire into a ready-to-use Google Form, making it effortless to share via a secure link and collect structured responses directly in your Google Drive.
Whether you are expanding your agency's portfolio, onboarding a new commercial partner, or preparing for strategic consultations, this template ensures you never miss a vital detail. Eliminate messy spreadsheets and scattered emails by establishing a repeatable, professional onboarding workflow from day one.
Key features
- Collect comprehensive business and contact details in one organized workflow.
- Gather crucial regional data, listing volumes, and transaction averages.
- Assess client marketing channels, budgets, and CRM platforms effortlessly.
- Accept file links for agent rosters and marketing collateral documents.
- Easily customize questions or sections to fit your agency's exact process.
Use cases
Onboarding new real estate agents or brokerage teams into a network.
Collecting deep market and operational data from prospective commerci…
Collecting deep market and operational data from prospective commercial real estate clients.
Evaluating partner lender details and regional target demographics fo…
Evaluating partner lender details and regional target demographics for new property campaigns.
Auditing a new client's digital marketing infrastructure and CRM stat…
Auditing a new client's digital marketing infrastructure and CRM status prior to campaign kickoff.
What this form collects
- Company Name (Short answer)Enter the official name of your agency or real estate business.
- Region(s) (Short answer)List the primary geographic regions or markets your business operates in.
- Primary Contact Full Name (Short answer)Enter the full name of the main point of contact.
- Primary Contact Phone Number (Short answer)Provide a direct phone number for the primary contact.
- Accounts Payable Contact Full Name (Short answer)Name of the person handling billing and accounts payable.
- Accounts Payable Email (Short answer)Email address for invoice delivery and financial correspondence.
- Years in Business (Short answer)How many years has your company been operating?
- Current Number of Listings (Short answer)Approximately how many active property listings do you currently manage?
- Average Transactions per Year (Short answer)Enter your average annual property transaction volume.
- Number of Sales Agents (Short answer)Total number of active sales agents associated with your firm.
- Agent List File Link (Paragraph)Please paste a shareable link (Google Drive, Dropbox, etc.) to your roster or agent list file.
- Preferred Lender Status (Multiple choice)Do you currently work with a preferred lender?
- Preferred Lender Name (Short answer)If applicable, enter the name of your preferred lending institution.
- Market Strength (Dropdown)How would you characterize your current local market position?
- Best Neighborhoods (Paragraph)List the top-performing neighborhoods or ZIP codes you serve.
- Regional Median Price (Short answer)What is the current median property price in your core service area?
- Top Competitors (Paragraph)Name the key competitor agencies in your primary region.
- Competitive Differentiators (Paragraph)What makes your agency stand out from competitors?
- Digital Marketing Status (Paragraph)Describe your current digital marketing efforts and channels utilized.
- Current Marketing Budget (Dropdown)Select your approximate monthly or annual marketing budget range.
- CRM System Status (Short answer)What CRM system does your team currently use?
- Primary Website URL (Short answer)Enter the web address of your main business website.
- Facebook Business Page Link (Short answer)Provide the URL to your official business Facebook page.
- Additional Comments (Paragraph)Share any additional details, goals, or information you would like us to know.
FAQ
How do I share this onboarding form with my clients?
Once Doc2Form generates your Google Form, you can simply copy the sharing link and send it via email, embed it on your website, or share it directly during introductory consultation calls.
Can I edit or add questions to this template?
Yes! Because the template lives in your Google Forms account, you have full freedom to add, remove, or reorder any questions to match your agency's specific onboarding requirements.
Where are the client responses stored?
All submissions are automatically collected in a Google Sheets spreadsheet linked directly to your Google Form, making it easy to analyze data and track client details.
How do clients upload documents like agent lists?
While Google Forms does not natively accept direct file uploads from anonymous external links without sign-in restrictions, file upload fields are converted to text prompts allowing respondents to paste secure links to Google Drive, Dropbox, or OneDrive folders.
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.