About this template
This Real Estate Seller Intake Form is designed to streamline the lead qualification process for agents and property investors. By capturing essential information upfront—such as property type, seller motivation, and timeline—you can prioritize high-intent leads and prepare for listing appointments more effectively.
The form goes beyond basic contact details to include critical insights into the seller's situation, such as their desired move-out timeline and the reason for selling. This structured approach helps agents understand the urgency of the transaction, allowing for more personalized and professional follow-up conversations. It is an essential tool for any real estate professional looking to organize their pipeline and improve conversion rates.
Key features
- Capture property details and seller motivations in one organized view.
- Identify motivated sellers with specific timeline and occupancy questions.
- Standardize lead intake to ensure no critical information is missed.
- Mobile-friendly design for easy completion by sellers on the go.
- Seamlessly sync responses to Google Sheets for easy tracking.
Use cases
- Qualifying new seller leads from website inquiries.
- Gathering property information before an initial listing appointment.
- Standardizing lead intake for real estate investment firms.
- Collecting data for comparative market analysis (CMA) preparation.
What this form collects
- Full Name (Short answer)Please provide your full legal name.
- Email Address (Short answer)We will use this to send you property updates and appointment confirmations.
- Phone Number (Short answer)Please include your area code.
- Best Time to Contact (Multiple choice)When is the most convenient time for us to reach out to you?
- Property Address (Paragraph)Please include street, city, and zip code.
- Property Type (Dropdown)What type of property are you selling?
- Occupancy Status (Multiple choice)Is the property currently owner-occupied, rented, or vacant?
- Reason for Selling (Paragraph)Briefly describe your motivation for selling (e.g., relocation, downsizing, investment liquidation).
- Desired Selling Timeline (Multiple choice)How soon are you looking to list or sell the property?
- Move-out Timeline (Short answer)When do you need to be moved out of the property?
FAQ
How can I use this form to qualify leads faster?
By using the 'Selling Reason' and 'Timeline' fields, you can quickly identify highly motivated sellers who need to move quickly, allowing you to prioritize your follow-up efforts.
Can I add custom questions to this template?
Yes, once you generate the form in your Google Drive, you can easily add, remove, or edit any questions to suit your specific agency's requirements.
Is this form mobile-friendly?
Yes, all Google Forms are natively responsive, ensuring that your potential sellers can fill out the form easily from their smartphones or tablets.
How do I get notified when a new seller submits the form?
In your Google Form settings, go to the 'Responses' tab and ensure 'Get email notifications for new responses' is toggled on.
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.