About this template
When listing a new property, gathering accurate financial and structural details from the seller is critical for a smooth transaction. This Real Estate Seller Information Google Form template helps agents, brokers, and property investors collect comprehensive data upfront, minimizing back-and-forth emails and phone calls.
The form covers all essential seller details, including contact information, property specifications (bedrooms, bathrooms, lot size, construction type), and current mortgage statuses such as first and second mortgage balances, lenders, and interest rates. It also captures critical selling motivation metrics, including desired moving timelines, asking price expectations, reasons for selling, and any needed repairs.
Powered by Doc2Form, this template allows you to instantly deploy a professional questionnaire directly into your Google Workspace. By standardizing your initial intake process, you can quickly assess property equity, evaluate listing viability, and provide clients with a polished, professional onboarding experience from day one.
Key features
- Collect detailed property specifications and mortgage data in one organized submission.
- Assess seller motivation, asking price expectations, and moving timelines instantly.
- Track structural features like garage spaces, basement status, and included appliances.
- Streamline client intake without manual paperwork or lost email threads.
- Fully customizable to match your real estate agency's branding and workflow.
Use cases
Onboarding new home sellers before listing consultations.
Collecting preliminary property and mortgage details for real estate …
Collecting preliminary property and mortgage details for real estate investor acquisitions.
Qualifying inbound leads from property seller marketing campaigns.
Gathering documentation data for comparative market analysis (CMA) pr…
Gathering documentation data for comparative market analysis (CMA) preparation.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Mailing Address (Paragraph)Enter your current residential or mailing address.
- Phone Number (Short answer)Provide the best phone number to reach you.
- Seller Type (Dropdown)Select your relationship to the property.
- Property Address (Paragraph)Enter the address of the property you are looking to sell.
- Reason for Selling (Paragraph)Briefly describe your motivation for selling the property at this time.
- Desired Move Timeline (Dropdown)When are you hoping to complete the sale?
- Asking Price (Short answer)What is your target asking price for the property?
- Owner Estimated Value (Short answer)What do you estimate the current market value of the home to be?
- Bedrooms (Short answer)Total number of bedrooms.
- Bathrooms (Short answer)Total number of bathrooms (include half baths if applicable).
- Lot Size (Short answer)Enter the lot size in square feet or acres.
- Construction Type (Dropdown)Select the primary construction type of the home.
- Garage Spaces (Dropdown)Number of covered garage spaces.
- Basement Status (Multiple choice)Does the property have a basement?
- First Mortgage Amount (Short answer)Approximate remaining balance on your first mortgage (enter $0 if owned free and clear).
- First Mortgage Lender Name (Short answer)Name of your primary mortgage servicer.
- Second Mortgage Status (Multiple choice)Do you currently carry a second mortgage or home equity loan (HELOC)?
- Monthly Payments Current Status (Multiple choice)Are your mortgage payments currently up to date?
- Repairs Needed Status (Multiple choice)Does the property require any major repairs or updates?
- Repairs Needed Details (Paragraph)Please describe any known defects or repairs needed.
- Currently Listed Status (Multiple choice)Is the property currently listed with another real estate agent?
- HOA Fees Status (Multiple choice)Is the property part of a Homeowners Association (HOA)?
- Best Contact Days (Checkboxes)What days of the week work best to connect with you?
- Additional Property Comments (Paragraph)Share any other features, upgrades, or details you would like us to know.
FAQ
What is a real estate seller information form?
It is a structured questionnaire used by real estate professionals to gather essential details about a property and its owner before listing or purchasing a home, covering everything from mortgage amounts to structural features.
How can I customize this template for my agency?
Once you convert the template using Doc2Form, you can freely edit questions, add your agency logo, adjust color themes, and rearrange sections directly in Google Forms.
What kind of financial data does this form collect?
The form includes fields for first and second mortgage balances, lender names, APRs, monthly payments, current payment statuses, and the seller's asking price or estimated home value.
Can I share this form directly with prospective clients?
Yes! You can share the Google Form link via email, text message, or embed it directly on your real estate website for seamless client intake.
Where is the submitted seller data stored?
All responses are automatically saved in a linked Google Sheets spreadsheet, making it easy to sort, analyze, and share data with your team.
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.