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Real Estate Survey Form Template

Gather Essential Insights for Your Real Estate Business

Struggling to grasp what clients truly want in a property? Our Real Estate Survey Form Template is designed for real estate agents and agencies like you, enabling you to capture valuable feedback from potential buyers and sellers. By leveraging this template, you can clearly define client expectations, enhance your service offerings, and increase overall satisfaction-all while ensuring that your forms are user-friendly and WCAG-aligned. Start collecting insights effortlessly and make informed decisions today.

Use this Template (FREE) Live Preview
Full name
Email address
Phone number
What best describes your current goal?
Buy a home
Rent a home
Sell a property
Invest in property
Researching only
Other
Please Specify:
Which areas or neighborhoods are you interested in?
What property types are you considering?
Single-family home
Condo/Apartment
Townhouse
Multi-family
Land
New construction
Commercial
Not sure
Other
Please Specify:
How many bedrooms do you need?
Studio/0
1
2
3
4+
Not sure
Which features are important to you?
What is your ideal timeline?
Immediately
Within 1 month
1-3 months
3-6 months
6+ months
Just exploring
If buying, what is your target price range?
Under $200,000
$200,000 - $400,000
$400,000 - $600,000
$600,000 - $800,000
$800,000 - $1,000,000
$1,000,000+
Not applicable
Not sure
If renting, what is your monthly budget?
Under $1,000/mo
$1,000 - $1,500/mo
$1,500 - $2,000/mo
$2,000 - $3,000/mo
$3,000 - $4,000/mo
$4,000+/mo
Not applicable
Not sure
What is your financing status?
Pre-approved for a mortgage
Paying cash
Need to get pre-approved
Renting - no financing needed
Not sure
Prefer not to say
I am open to properties that need cosmetic updates.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
When are you available to view properties?
Weekdays daytime
Weekday evenings
Saturdays
Sundays
Virtual tour preferred
Flexible/Any
Not planning viewings yet
Are you currently working with a real estate agent?
Yes
No
Prefer not to say
What is your preferred contact method?
Email
Phone call
Text message
Any
Anything else we should know?
May we contact you and send property updates based on your preferences?
Yes
No
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Paper art illustration depicting a real estate survey form and creative elements related to FormCreatorAI.

When to use this form

Use this survey when you need clear buyer or renter feedback after a showing, open house, or virtual tour. Agents and teams use it to learn what stood out, what felt off, and whether price and location match expectations. Sellers benefit from early signals before a price change or photo refresh. Pair it with the Brokers open feedback form to compare agent notes with consumer reactions. If you are prepping a listing, align questions with the Property listing form so your marketing highlights the right features. You can also route owners to the Real estate seller information form to fill in facts you should not ask in a consumer survey.

Must Ask Real Estate Survey Questions

  1. What is your primary goal for this move or purchase?

    This reveals intent, like investing, downsizing, or a school move. It helps you tailor options and filter out poor fits.

  2. Which features are must-haves and deal-breakers?

    This tells you what the client will not compromise on. You can focus tours and edits on the features that matter most.

  3. How would you rate the asking price compared to similar homes you have seen?

    Price perception predicts offer strength. Use it to decide on a price update, credits, or extra marketing.

  4. How soon are you ready to make an offer or sign a lease?

    Timeline shows urgency and readiness. If they are ready, move them to the Property under contract form to keep momentum.

  5. What concerns, if any, would stop you from moving forward with this property?

    Naming blockers gives you a chance to resolve them. You can plan repairs, supply documents, or adjust terms before interest fades.

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