Real estate buyer questionnaire template
This five-step real estate buyer questionnaire asks the property type, the preferred location, the budget and the buying timeline, followed by the contact details. You can clone it into your Growform account and add your own neighborhoods.
What the form asks, step by step
The four questions match what an agent asks a new buyer on the first call. Each one is a single tap, so the buyer never has to type before the contact step.
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Step 1: “What type of property are you interested in?”
Homes, commercial property, land or apartments often go to different agents.
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Step 2: “What’s your preferred location?”
City center, suburbs, rural or beachfront narrows the listings to send.
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Step 3: “What is your budget range?”
Price bands from under $100k to over $500k match buyers to listings.
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Step 4: “When are you planning to buy?”
Buyers ready to move immediately should hear from you the same day.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
Agents can rewrite the thank-you message to promise a first set of matching listings.
Who it’s for
Buyer’s agents, brokerages and new-home sales teams use this template on listing pages and buyer landing pages. A home buyer questionnaire at first contact tells the agent what, where, how much and how soon, which is enough to send relevant listings and decide who to call first. It works as a light buyer intake form and leaves mortgage and pre-approval questions for the conversation. Sellers can be sent to the home valuation request form.
Why this structure converts
- Budget is chosen from bands, which is easier for a buyer than naming a number.
- The timing question separates active buyers from people who are only browsing.
- Every answer maps to a search filter, so the first set of listings is quick to prepare.
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Make it yours
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Use your own areas
Replace the four location types with the neighborhoods or towns you cover so buyers pick real places.
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Ask about financing
Add a question asking whether the buyer is pre-approved, paying cash or still speaking to lenders.
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Adjust the price bands
The budget bands stop at $500k. Set ranges that match prices in your market, especially if most listings sit above that.
Send every lead where your team works
Frequently asked questions
What should a buyer questionnaire ask?
At first contact it should ask the type of property, the area, the budget and the timeline. This real estate buyer questionnaire asks exactly those four questions before the contact details.
Can I send buyer leads to Follow Up Boss?
Yes. Growform connects to Follow Up Boss, kvCORE, LionDesk and other real estate CRMs, so each buyer is added to your pipeline.
Should I ask about mortgage pre-approval?
It helps if you prioritize buyers who can act quickly. Add a single question with options such as pre-approved, cash buyer and not yet.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
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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