About this template
This Real Estate Lead Intake Google Form template streamlines how agents and brokerages collect vital information from potential property sellers. Designed to capture everything from basic contact details to specific property features, condition assessments, and sale timelines, this form equips realtors with the insights needed before stepping into a listing presentation.
Built for speed and clarity, the form helps you organize property metrics like square footage, bedroom counts, estimated values, and mortgage statuses in one centralized Google Sheet. Whether you are expanding your agency's pipeline or qualifying new seller leads independently, this ready-to-use template eliminates back-and-forth emails and ensures you never miss a critical detail about a prospective listing.
Key features
- Collect comprehensive seller and property details in a single submission
- Pre-qualify listings with questions on property condition and repairs
- Understand client timelines and asking price expectations upfront
- Automatically sync all responses to Google Sheets for instant pipeline tracking
Use cases
- Initial inbound inquiries from website or social media seller leads
- Pre-listing questionnaires sent to clients before a consultation
- Intake logging for real estate agency customer support teams
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Phone Number (Short answer)Primary phone number where we can reach you.
- Email Address (Short answer)Where we can send documents and market updates.
- Best Time to Call (Multiple choice)Let us know when you are typically available to chat.
- Property Address (Paragraph)Enter the full street address of the property you are looking to sell.
- Number of Bedrooms (Dropdown)Total number of bedrooms in the home.
- Number of Bathrooms (Dropdown)Total number of bathrooms (include half-baths if applicable).
- Approximate Square Footage (Short answer)Enter the estimated finished square footage.
- Property Condition (Multiple choice)How would you rate the overall condition of the home?
- Known Repairs & Maintenance Needed (Paragraph)List any known issues with the roof, plumbing, HVAC, foundation, etc.
- Preferred Sale Timeline (Dropdown)How quickly are you looking to sell your property?
- Asking Price or Estimated Value (Short answer)What price do you have in mind for the property?
- Reason for Selling (Paragraph)Briefly share why you are looking to sell at this time.
- How did you hear about us? (Dropdown)Select your referral source.
- Additional Questions or Comments (Paragraph)Share anything else you'd like us to know before our meeting.
FAQ
How do I customize this real estate lead intake form?
Once you convert or open the template in Google Forms, you can easily add, remove, or edit any question to match your agency's specific listing requirements.
Where do the form submissions go?
All responses are automatically saved in Google Drive and can be linked to a Google Sheet for real-time tracking and team collaboration.
Can I share this form directly with clients?
Yes! You can share the Google Form via a direct link, embed it on your real estate website, or email it to prospective sellers before your scheduled meeting.
Is this template free to use?
Yes, this template is completely free to copy, modify, and use for your real estate business using Doc2Form and Google Forms.
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.