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Real Estate Design Co
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Buyer Intake Questionnaire

$5.00
$5.00
Sale Sold out

Description

Streamline your buyer onboarding with this clean, customizable 2-page Canva template created specifically for real estate professionals. This form helps you gather every key detail from a new buyer lead, such as contact information, essential search preferences, budget, goals, timeline, and personal notes. Perfect for agents who want an organized, polished questionnaire that enhances their client experience from the very first interaction.

Customize in Canva by adjusting colors, fonts, and layouts to match your brand, adding your logo and contact details, personalizing the questions to fit your workflow, and adding a QR code that connects to your website, social media, or digital business card, giving buyers quick access to your information. The template is 100% customizable. Download as a PDF to print and use in person, or create a fillable version for clients to complete digitally. Detailed instructions are included. Purchase once and use it over and over.

What's Included:

  • 2-Page Editable Canva Template
  • Captures contact information, search preferences, budget, goals, timeline, and personal notes
  • QR Code Capability for linking to website, social media, or digital business card
  • Print Option: Download as PDF to print and use in person
  • Fillable Option: Create a fillable PDF for clients to complete digitally
  • Detailed Instructions included

Requirements: Requires a 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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