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Home buyer questionnaire template

This five-step home buyer questionnaire asks the type of home, the budget, the financing and the moving timeline, followed by the contact details. You can clone this template straight into your Growform account and add your neighborhoods.

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What the form asks, step by step

A real estate buyer intake form should be quick to complete on a listing page. This one asks four button questions and then the contact details.

  1. Step 1: “What type of home are you looking for?”

    The type of home narrows the listings worth sending after the first call.

  2. Step 2: “What is your budget?”

    Price bands are easier to answer than an exact figure and still guide the search.

  3. Step 3: “How will you pay for the home?”

    Pre-approved and cash buyers are ready to view homes immediately.

  4. Step 4: “When would you like to move?”

    A move within three months calls for showings now rather than a newsletter.

  5. Step 5: “How shall we contact you about your search?”

    Name, email and phone come last.

  6. After submitting

    The confirmation message promises that an agent will be in touch with homes that match.

Who it’s for

This template is for real estate agents and teams who want to qualify buyers before a first consultation. Each completed home buyer questionnaire states the type of home, a budget band, how the purchase will be paid for and when the buyer hopes to move. Those four answers tell you whether to schedule showings, recommend a lender or add the person to a listing alert. You can send it ahead of a meeting as a buyer consultation questionnaire, and it works equally well on a website or an advertising landing page.

Why this structure converts

  • The first question asks about the home the buyer wants, which is the subject they came to the page for.
  • Financing is asked on step three, after the buyer has already answered two easier questions.
  • Three of the four questions include an answer for buyers who have not decided yet.
Use this template

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Make it yours

  • Add your neighborhoods

    Insert a step listing the areas you cover, and allow more than one answer so buyers can choose every neighborhood they would consider.

  • Set local price bands

    Replace the four budget bands with ranges that reflect prices in your market.

  • Ask about bedrooms

    Add a button question for the minimum number of bedrooms after the property type step to make your first listings more relevant.

Send every lead where your team works

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Frequently asked questions

What is a real estate buyer intake form?

It is a short form that a buyer completes before speaking to an agent. It records what they want to buy, their budget, their financing and their timeline.

Should I ask buyers whether they are pre-approved?

Yes. Step three of this template asks how the buyer will pay, and pre-approval is the first answer. Buyers who still need a mortgage can be introduced to a lender.

Can the answers go straight into my CRM?

Yes. Connect the form to Follow Up Boss, kvCORE or BoomTown and each submission is sent there with its answers. Without an integration, submissions are emailed to you.

What happens next?

  1. Step 1: Clone this form template

    Clone this template into your Growform account (create one first if you don’t already have one).

  2. Step 2: Edit your form

    Get creative and adjust your form's theme options, questions or layout in the Growform form builder.

  3. Step 3: Share or embed your form

    Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.

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