Buyer and Seller Intake Questionnaire

Description

Streamline your onboarding process and gather all the necessary information from your clients in one place with this Google Form bundle designed for real estate agents. Onboard real estate clients quickly and efficiently with questions that are relevant to the onboarding process. By using these Google Forms, you can save time and ensure that you have all the information you need to provide personalized service to your clients.

Customize the Google Forms by adding your branding using the included Canva template Google Form header and tailoring the questions to your needs. Share the form with your clients directly via email or text message. As clients complete the form, their responses are automatically stored within the form. You can also turn on email notifications and choose to automatically collect all responses in a Google Sheet. The bundle eliminates the need for manual data entry and ensures that the onboarding process is consistent and standardized for all clients. Easy-to-follow instructions included on how to edit Google Forms, send forms, collect responses, receive email notifications, and more.

What's Included:

• 2 Google Forms: Buyer Intake Google Form & Seller Intake Google Form
• Canva Template Google Form Header
• Canva Template 2 page Buyer Inake 8.5" x 11"
• Canva Template 2 page Seller Intake 8.5" x 11"
  
• Easy-to-Follow Instructions on how to edit Google Forms, send forms, collect responses, and receive email notifications

Requirements: Requires a Canva account (free or pro version) and a Google account. Digital download only—no physical product will be shipped.