About this template
Managing incoming property offers can quickly become chaotic without a standardized intake process. This Real Estate Offer Questionnaire is designed for real estate agents, brokers, and sellers to cleanly capture critical buyer details, financial terms, loan types, and closing timelines in one centralized place.
Instead of chasing down incomplete emails and scattered text messages, this form ensures you receive all necessary purchase details upfront—from down payment amounts and earnest money to inspection contingencies and escalation clauses. It also provides dedicated sections for buyers to submit required documentation links, such as pre-approval letters and cover letters.
With Doc2Form, you can instantly turn this template into a live Google Form, share the link with prospective buyers or buyer's agents, and streamline your entire offer review workflow with zero manual data entry.
Key features
- Capture complete financial and loan details in a single submission
- Collect mandatory pre-approval letters and buyer documentation via file links
- Standardize offer terms including earnest money and closing timelines
- Streamline communications between agents, sellers, and interested buyers
Use cases
- Collecting competitive offers on newly listed residential properties
- Gathering initial qualification details from unrepresented buyers
- Streamlining multiple-offer reviews for listing agents and sellers
What this form collects
- Buyer Legal Name(s) (Short answer)Enter the full legal name(s) of all buyers as they should appear on the purchase agreement.
- Buyer Marital Status (Dropdown)Select your marital status for title and vesting purposes.
- Current Address (Paragraph)Provide your current residential address.
- Best Phone Number (Short answer)Enter the primary phone number where we can reach you regarding this offer.
- Email Address (Short answer)Enter the primary email address for offer correspondence.
- Offer Amount (Short answer)Enter your total proposed purchase price in USD.
- Down Payment Amount (Short answer)Specify your planned down payment amount or percentage.
- Down Payment Fund Source (Short answer)Indicate where your down payment funds are coming from (e.g., savings, sale of existing home, gift).
- Earnest Money Deposit Amount (Short answer)State the proposed earnest money deposit (EMD) amount.
- Loan Type (Multiple choice)Select your financing method for this purchase.
- Preferred Closing / Move-In Timing (Short answer)Specify your ideal closing date or move-in timeline.
- Inspection Status (Multiple choice)Indicate your approach to property inspections.
- Sewer Scope Status (Multiple choice)State your preference regarding sewer scope inspections.
- Escalation Terms (Paragraph)If applicable, describe your escalation clause details (e.g., beat competing offers by $X up to a cap of $Y).
- Pre-Approval Letter Link (Paragraph)Please paste a link to your lender pre-approval letter (Google Drive, Dropbox, etc.).
- Cover Letter Link (Paragraph)Please paste a link to your buyer cover letter or personal note to the seller, if applicable.
- Buyer / Family Photo Link (Paragraph)Optional: Paste a link to a photo of you or your family to include with your offer presentation.
FAQ
How do I share this real estate offer form with buyers?
Once Doc2Form generates your Google Form, you can simply share the link via email, text, or embed it directly on your property listing website.
Can I customize the questions and add property-specific details?
Yes! Since the template lives right in your Google Drive, you can easily add, remove, or edit any fields to match specific transaction requirements.
How are pre-approval letters and documents collected?
The form includes text fields configured for buyers to easily paste shared links to their Google Drive, Dropbox, or other cloud storage containing their pre-approval letters and cover letters.
Is this template free to use?
Yes, Doc2Form provides this template as a free resource to help real estate professionals optimize their workflows using 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.