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Buyer and Seller Intake Questionnaire

$14.00
$14.00
Sale Sold out

Description

Streamline your real estate onboarding process with this all-in-one buyer and seller intake bundle designed for real estate agents. This digital download gives you everything you need to collect detailed client information quickly and professionally. The bundle includes a 50-question Seller Intake Google Form and a 40-question Buyer Intake Google Form, both designed to gather essential details such as client timeline, motivation, real estate needs, and communication preferences.

This complete intake system transforms client onboarding from scattered notes to organized efficiency. Send the forms instantly through email or text and let leads complete them online at their convenience, reducing back-and-forth messages, saving valuable time, and keeping your lead intake process organized. You'll also receive a 2-page Buyer Intake Canva Template and a 2-page Seller Intake Canva Template, perfect for agents who prefer printable intake sheets or fillable digital PDFs. Each template is fully editable inside Canva and can be downloaded as a standard PDF for printing or turned into a fillable PDF using the included step-by-step instructions. This system helps you stay organized, impress new leads, and ensure you collect all the information needed for listing appointments, buyer consultations, and new client onboarding.

What's Included:

  • 2 Google Forms: 40-question Buyer Intake & 50-question Seller Intake
  • 2 Canva Templates: 2-page Seller Intake & 2-page Buyer Intake
  • Canva Template Logo to customize the Google Form header
  • Easy-to-Follow Instructions for editing Google Forms, sending forms, collecting responses, and receiving email notifications
  • Instructions for Creating a Fillable PDF
  • Send Forms Instantly via Email or Text
  • 100% customizable

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

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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